| Q.
How far would you travel, would you come to the IoW?
A. Yes, there would be a
charge for the ferry and you would need to pick me
up at the ferry port. I have many clients on the
Island
Q.
I work Monday to Saturday so my only free day is
Sunday would you come and see me then?
A. Yes, by prior
appointment so that would be no problem.
Q. My Aunty lives in
Salisbury would you visit her to do her Will?
A. Yes, I would need
to add a charge for the fuel normally £10. The area
I usually cover for this price is a 30 mile radius
of Locksheath Hanpshire.
Q.
If I want to leave my jewellery to my niece should
that go in the Will?
A. Yes, it can go in
the Will or it can go into a 'Letter of Wishes@,
although a letter of wishes is not legal and binding
so your Trustees do not have to follow it.
Q. What is an
executor?
A. An Executor
registers the death certificate, obtains the Grant
of Probate, collects in all the assets, pays all the
debts, and pays out to the beneficiaries. This is a
responsible role and you should appoint someone you
trust. You do not need to appoint a solicitor as the
executor. Although they may need guidance in probate
in the future.
Q.
What is a Trustee?
A. A Trustee has the
same role as an executor (as above) but then has the
further responsibility of managing a trust, which
may run for several years. For example, if money is
left to children, it could remain in trust for them
until they are 25 years old.
Q.
Can Trustees and executors be the same people?
A. Yes they can
Q.
How many should I appoint?
A. You only need one
executor to act, although you should always appoint
'subs'. You need 2 trustees to act at any time
together and you can have up to 4 acting together.
Q.
What should I do if I fall out with someone who is
in my will.?
A. Talk to me straight away,
straight forward amendment. This would incur a small
fee. Please contact me if you have
further questions or you would like further advice. |