Peace of mind starts with a plan
Welcome to The Legacy Expert - your trusted guide to Later Life Planning in the UK.
You can read our latest articles below, or explore the Contents page to find out more about wills, probate, care, funerals and more.
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Latest Articles
What will I need to do as the executor of a will?
“I’m helping my mum update her will and she’s asked me to be the executor. I want to make sure I understand what that means before I agree. What does an executor actually do, and how do I know if I’m the right person for it?”
Dying without a will: 9 key risks
“I have a confession: I’ve never written a will. My partner says that things can get complicated if you die without one, but it seems like a big project. What actually happens if I die without a will, and is it really the worst thing in the world?”
Can a trust protect my assets if I go into care?
“I have a grown-up son and a granddaughter, and I want to make sure my assets are protected if I go into care. A friend mentioned setting up a trust, but I don’t know anything about them. How do trusts work? Are they useful for people like me?”
How do I write a will and what should I include?
“I’m 58, with two grown-up daughters and a stepson with my partner. I’ve been meaning to write a will for years but keep putting it off because I’m not sure where to start. I’ve got a house, some savings, and a few personal items I’d like to pass on. My kids have suggested writing it myself to save money, but that sounds complicated. Any suggestions?”
What’s the best way to start getting my affairs in order?
"I’m turning 65 next month and I want to get my affairs in order, but I don’t know where to begin! I haven’t updated my will for years or saved money for my funeral, and it all seems a bit daunting. I’m not sure my family really know what to do either. Can you help me make a start?”