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Will writing service for Lloyds Banking Group customers 

The importance of having an up to date will

Watch our short animation about the importance of having an up to date will. Click the image below to play the video. 

For individuals | Private wealth | The importance of having an up to date will

Did you know that 60%* of UK adults don't have a will? The above video highlights why everyone should make sure they have a valid will. (*YouGov report on behalf of Royal London – 2,089 adults surveyed between 10 and 11 October 2017.)

 

Having an up to date will is extremely important. Our aim is to make it as easy as possible for you to achieve that. 

To get started, there are two things to consider:

  1. What type of service suits you best?
    We offer face to face or video call meetings, telephone calls or an online service. The details for each option are set out below.

  2. What type of will suits your needs?
    We have set out the different sorts of will options below. Your wills advisor will discuss these with you in more detail. We will ask you for your initial views when you book an appointment so we can give you a preliminary quote and to make sure that you are allocated a suitable will writer. You can change the type of will at a later date if needed. 

 

Did you know:

Choosing an executor is an important decision. You can choose an individual or a professional or a combination of the two. Your executors have a legal responsibility to carry out the wishes in your will and to do so in line with the requirements of the law. Lloyds Bank, Halifax and Bank of Scotland are all part of Lloyds Banking Group. Lloyds Banking Group offer executor and trustee services through Lloyds Bank plc. As a customer of the Group, you have the option to appoint Lloyds Bank plc as executor of your will. We can guide you through your options depending on your circumstances.

 


 

What type of service suits you? 3 will writing service options

We pride ourselves on catering for everyone: whether you require a relatively straightforward will or you’re in need of complex tax advice, we have a service option to suit your needs. The service delivery options for wills are listed below. Please click the down arrow to read more about each option and for links to start the will writing process.

Postal Service
 

We offer our Postal service option where basic tax and trusts advice is sufficient. We will send you out a detailed Will Instruction Form for you to complete and return. A qualified wills adviser will then review your instructions, contact you to clarify any queries or answer any of your questions. We will then prepare a draft will to send to you.

Upon receipt of that draft, our wills adviser is available again to address any queries and make any amendments that may be necessary. Once a draft is finalised, a final version is sent for execution, along with a detailed guide as to how to do so. Once it is executed, the will is stored free of charge.

If you think our postal service is right for you. Please enter your details in the form at the top of the page to request an initial call from us. Alternatively you can call us directly on the number above. After your initial call, you will be sent our will writing pack, to complete and return. Once this is returned, will then contact you again to take payment and prepare your draft will.

Over the telephone or video call 
 

We offer our telephone or video call service for wills where basic tax and trusts advice is sufficient. If specific advice about a particular tax point or a detailed bespoke report is required then this can also be provided via telephone meetings but, again, it may be treated as falling within our bespoke service (see below).

With our telephone service, we provide a comprehensive will writing instruction form which highlights any issues that require consideration and assists in determining the best way to give effect to your wishes.

A qualified wills adviser is available on the telephone or via video conferencing software to go through the will writing instruction form and answer any of your queries. They will then prepare and send a draft of your will to you.

Upon receipt of that draft, our wills adviser is available again to address any queries and make any amendments that may be necessary. Once a draft is finalised, a final version is sent for execution, along with a detailed guide as to how to do so. Once it is executed, the will is stored free of charge.

If you think our telephone service is right for you. Please enter your details in the form at the top of the page to request an initial call from us. Alternatively you can call us directly on the number above. After your initial call, you will be sent our will writing pack, to complete and return. Once this is returned, will then contact you again to confirm the cost of your will, take payment on account and book you in for a call with one of our will writers to discuss the details of your will.

Bespoke service
 

This offering is most suitable for those who are likely to require in depth and bespoke tax and estate planning advice before finalising their wills.

It includes the same service as the telephone offering, with the option of a full written tax report based on individual circumstances, providing comprehensive advice on your personal tax position and bespoke planning advice. This offering may also incorporate the drafting of further documents pursuant to our advice, such as trust deeds or letters of wishes.

As each individual’s needs are different, we quote for prices via this service on a case by case basis but will always endeavour to agree a fixed fee.

Our bespoke service can be booked via the contact us box at the top of this page, send us your details indicating that you may require a bespoke will. Alternatively you can call us directly on the number above. One of our senior solicitors will speak to you first for a no-obligation ‘scoping call’ at the outset, in order to assess precise needs and provide an accurate estimate before any work begins.  After that, you will be sent our will writing pack, to complete and return.  We will then contact you again to confirm the cost of your will and take payment on account prior to your appointment.  This process enables us to attend our meeting with you as prepared as possible but, for face to face meetings, you should please note that, to allow sufficient time for that, it will not be possible to book a will surgery appointment less than two weeks in advance.


Our commitment to service

Our service delivery options are summarised in the table below:

 

  Postal will service/ phone call Bespoke service 
Telephone support 
Inheritance tax assessment and advice
Option to use Lloyds Bank Estate Administration Service
Full bespoke tax report  

 


 

What type of will suits your needs?

 

Standard single will
 

A standard single will is designed for one person:

  • to appoint your choice of trusted individuals and/or professionals to act as executors;
  • to make gifts of money or possessions;
  • to nominate who will benefit from your estate; and
  • to appoint guardians for minor children where needed.

A standard single will does not include formal trust provisions. It may, however, include non-complex trusts such as gifts to individuals when they reach a certain age.

 

Standard mirror wills
 

Standard mirror wills are designed for couples (married or unmarried, civil partners or otherwise), who have similar wishes for the distribution of their estates:

  • to appoint their choice of trusted individuals to act as executors of their estates;
  • to make specific gifts;
  • to nominate who will benefit from the rest of their estate; and
  • to appoint guardians for minor children.

Standard mirror wills do not include formal trust provisions. They may, however, include non-complex trusts such as gifts to individuals when they reach a certain age.

If you require mirror wills and your partner is unable to attend any telephone or face to face appointment then we will need to speak with them on the telephone separately to confirm their instructions prior to finalising their will.

 

Trust single will
 

A trust standard will is designed for one person:

  • to appoint your choice of trusted individuals and/or professionals to act as executors;
  • to make gifts of money or possessions;
  • to nominate who will benefit from your estate; and
  • to appoint guardians for minor children where needed and
  • to create trusts as may be necessary to offer increased protection of their assets such as property and possessions.

A trust will enables one person or more to hold an individual’s property, possessions or savings subject to certain duties to use and protect it for the benefit of others.

 

Trust mirror will
 

Trust mirror wills are designed for couples (married or unmarried, civil partners or otherwise), who have similar wishes for the distribution of their estates.

Trust mirror wills enable one person or more to hold an individual’s property, possessions or savings subject to certain duties to use and protect it for the benefit of others.

If you require mirror wills and your partner is unable to attend any telephone or face to face appointment then we will need to speak with them on the telephone separately to confirm their instructions prior to finalising their will.


Pricing

 

  Standard single will  Standard mirror wills  Trust single will  Trust mirror wills
Postal service   £150  £195  £195 £390
Telephone service £180  £240 £240  £390
Bespoke offering  All options within our bespoke service are priced on an individual basis

 

*All prices include VAT.

 

 


About Hugh James 

We are a full service top 100 UK law firm which provides expert legal services to a vast range of clients. Visit the Hugh James website to find out more about us and what other services we offer.

Please note that this will writing service is provided by Hugh James and not Lloyds Banking Group. If you use the service, you will be entering into a retainer with Hugh James alone, for which you will be personally responsible.

 

Hughjames.com