Estate Planning
Why make a Will and Lasting Power of Attorney?
Making a Will
Having a Will can make the most difficult time for your loved ones that little bit easier. You may have quite specific ideas about what you would like to happen when you die. First and foremost, do you wish to be buried or cremated? Where do you want your funeral to be held, and do you want any specific hymns to be sung or readings to be given? Including these items in your Will ensures that your family and friends are able to carry out your exact wishes at such a time when it would be difficult to make decisions. Importantly specifying in your Will exactly how you want your assets to be distributed can avoid unnecessary arguments and disagreements between family members and relatives.
Lasting Power of Attorney
A Lasting Power of Attorney is the only way to ensure important decisions are made on your behalf by someone you trust, should you ever be unable to do so. You can create one to cover decisions relating to finances and assets and one for your future health and welfare. This gives the people you trust full control over financial, health and welfare decisions, acting in your best interests, at a time when you are unable to make these decisions for yourself.
Putting this measure in place now can provide peace of mind and protection for you and your family in the future.
To find out more about how Unique can help you arrange your Will or Lasting Power of Attorney call us on 0800 519 0727 or email us at today.
How does the estate planning service work?
Unique have teamed up with Key Estate Planning (Key) to offer you a comprehensive service. Key offer a comprehensive service to make arranging a will or Lasting Power of Attorney as straight forward as possible. A Key specialist adviser will discuss your requirements over the phone to find the best solution for your requirements. They will draft the appropriate documents and these will be sent to you to review and have witnessed. A step by step guide is provided to help you through this process. Your adviser is always on hand should you need any help.
Document Storage?
Your Will is one of the most valuable documents you will ever own, so please don’t take the time to create it, only to throw it in a drawer or under the stairs. If it is destroyed or cannot be found, then your estate would be divided as if a Will didn’t exist, ignoring your wishes or special requests.
Key Estate Planning offer a professional document security facility, where your Will can be stored safely until it is needed. You can even benefit from a free annual review. And when the time comes to release your Will, this is done with minimum effort and no administration fee. Your Estate Planning specialist will provide more details on this service.
Supporting the British Cardiac Patient Association
This service also raises valuable revenue for the British Cardiac Patients Association as a percentage of any income earned by Key will be given to the charity at no additional cost to you.
When completing a proposal for insurance you have a duty to take care to answer all questions asked honestly, correctly and not misrepresent any information. If you do not take care in answering all questions honestly and accurately, this may affect your ability to make a claim or the amount of any claim may be reduced.
The British Cardiac Patients Association is an Introducer Appointed Representative of Heath Lambert Limited.
Unique is a trading name of Heath Lambert Limited which is authorised and regulated by the Financial Conduct Authority.
Registered Office: The Walbrook Building, 25 Walbrook, London EC4N 8AW. Registered No: 1199129 England & Wales. www.ajginternational.com
Key Retirement is a trading name of Key Retirement Solutions Ltd, which is authorised and regulated by the Financial Conduct Authority (Registered in England No.2457440). Registered office: Baines House, 4 Midgery Court, Fulwood, Preston, PR2 9ZH. The activities of estate planning are not regulated by the Financial Conduct Authority.