Wills Writing - (England & Wales)

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Do you need to create or amend a will under the laws of England  & Wales? 

 

The preparation of a will is often considered as one of the most important financial planning steps a person ever takes.  It is something that most of us have thought about doing, but unfortunately for many, this is often not carried out.

In some cases, drafting a will can be straightforward, but it is recommended that the services of an experienced professional be used to help make sure that all matters have been considered and that the correct terminology has been used to help avoid any confusion or possible disputes in the future.

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​Kevin Michael Burke is a full member of the Society of Trust & Estate Practitioners. STEP is the global professional association for those advising families across generations. Our mission is to inspire confidence in families planning their assets across generations by setting and upholding high professional standards, informing public policy, promoting education, and connecting practitioners globally to share knowledge and best practice. STEP is a global professional body, comprising lawyers, accountants, financial advisors and other practitioners that help families plan for their futures. We provide confidence to families by setting standards, training and educating our members, and upholding those standards. Full STEP members, known as ‘TEPs’, are internationally recognised as experts in their field.  All STEP members are required to comply with the STEP Code for Will Preparation in England & Wales, such being an obligation for this firm in writing wills for use in England & Wales.  In addition to being a full member of STEP, in 2011 Kevin was awarded the STEP Advanced Certificate in Will Preparation in England & Wales. 

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Why use a member of the Society of Trust & Estate Practitioners

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Choosing a professional to help you to deal with such important and often sensitive issues can be difficult. Many aspects of planning are non-regulated, meaning anyone can write a will, for example, regardless of training or expertise. With a TEP, you’re in safe hands.

 

Expertise: TEPs are recognised experts in their field, with proven qualifications and experience. By joining STEP and maintaining their membership they have also shown significant commitment to their continued professional development in this specialist area.

Integrity: TEPs are subject to an extensive Code of Professional Conduct (PDF 24KB), requiring them at all times to act with integrity and in a manner that inspires the confidence, respect and trust of their clients and of the wider community. In England & Wales, STEP members who draft wills are also bound by STEP's Will Code. These professional standards provide you with a clear understanding of what to expect from a TEP, and importantly if you feel one of our members is not acting in accordance with these standards, you can make a complaint under our Disciplinary Process.

Knowledge: TEPs are required to maintain and develop the knowledge and skills relevant to their role as a condition of their continued membership. This means TEPs will always be up to date with the latest legal, technical and regulatory developments that may affect you and your situation.

Connections: TEPs have access to a global network of 20,000 advisors and professionals, enabling them to share knowledge and expertise across professional and geographic boundaries and to offer a joined-up service that can really add value to you as a client.

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The preparation of a will is often considered as one of the most important financial planning steps a person ever takes.  It is something that most of us have thought about doing, but unfortunately, often nothing is carried out.  While few relish dealing with the making of a will or the planning of an estate, it is something most of us need to do. 

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For many people, the creation of a will can be simple and straightforward, but for others it may be necessary to seek professional help.  Use the services of an experienced professional to make sure that all matters have been considered and correct terminology has been used to help avoid any confusion or possible disputes in the future.

 

​Kevin Burke is a full member of STEP and holds the STEP Advanced Certificate in Will Preparation in England & Wales.  All STEP members are required to comply with the STEP Code for Will Preparation in England & Wales. such being an obligation for this firm in writing wills for use in England & Wales.

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It is important to consider all your options and issues in advance.  We suggest you make a list of questions and concerns to any meeting you have with a person who is preparing your will.

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Please feel free to contact us to discuss preparing a will designed for you and your individual needs. 

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