A young unmarried couple needed a Will

A young unmarried couple with children approached me after speaking to their financial advisor who recommended they should make Wills.

The couple had three main concerns:

1 That each other was protected in the event of either dying.

2 To ensure that the children are looked after should both parents die.

3 That the children don’t receive the money left to them from parents before they are old enough, however that it is still available for their education and care.

Without having a Will the law of intestacy would not provide for the surviving partner as they are unmarried and the children would be entitled to their inheritance at age 18 which may be considered too young. No provision would be made for the children and in certain circumstances, the court may have to decide who looks after them.

We arranged a standard Will to ensure that the property and savings pass to the surviving partner and that in the event of both partners dying the children would now receive their inheritance at age 25. This, however, includes the provision for them to receive money for their education and care needs.

We also included the provision for the mothers' sister to act as Guardian if the parents were to both die and the children are still under 18.

My clients now have the peace of mind that their loved ones will be fully looked after should the worst happen.

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Why Choose
David Gee Wills and Probate

Over 30 Years experience advising clients

Having worked in the financial services business for over 30 years my wealth of knowledge will help you decide which is the most beneficial way to proceed with your Wills,Lasting Power of Attorney and Probate.

I am a member of the Society of Will Writers which means all clients have the reassurance that all business is conducted under a strict code of conduct. 

Professional and Personal Service

I pride myself on providing a professional and personal service. All documents will be drafted by me personally.

I am supported by a team who are always on hand to take your calls and enquiries.

Our aim is to take you through the process of making a Will, Lasting Power of Attorney or Probate as easy as possible.

Specialist Trust Knowledge

I offer advice on a wide range of solutions from basic to more complicated Wills incorporating trusts to protect your needs.

My experience in Estate and Trust planning enables me to explain this complicated financial subject in an easy to understand way.

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01933 426199