Top 5 Tips for Writing a Will in Lockdown


Lots of our clients have been getting in touch to either write a Will or to take advantage of our free Will review during the lockdown.

It’s easy to see why the pandemic has bought future life planning sharply into focus.

If you don’t have a Will in place already, you want to review your Will or just make a new one, now’s the time.

We want to let you know that we’re still open for you and we’ve adapted to make sure that we can get your Will completed with telephone appointments and you can still get your new Will signed and witnessed even in lockdown.

To help you to write your Will during the lockdown, our Wills and Trusts Solicitors have put together their top 5 tips for writing your Will in lockdown.

Tip One – Don’t Put It Off

This is probably the most important tip – just because we’re in lockdown it doesn’t mean that you should put off making a Will. You can make an appointment with our Will writers and we’ll take you through the process as quickly as possible and help you get your Will in place. Your Will protects you and your family, so why would you wait?

Tip Two – Sign it Properly

For a Will to be valid, it has to be signed and witnessed properly. This could be more difficult in lockdown but it essential to making sure your Will is valid. You must have two people who are not beneficiaries of your Will witness your signature and then sign your Will themselves.

You do need to follow government guidelines on social distancing, but using gloves, witnessing through a window and leaving the will on a table in the back garden whilst the neighbours watch from a distance - remember the witnesses need to watch you sign.

Tip Three – Get a Professional

By using a Solicitor to write your Will, you can be sure that it’s legally binding and you can get the help and advice you need to make sure your Will is structured in the best way possible.

Worried about care home fees as you get older? We can help to address those concerns. Married again and want to protect the children from your first marriage? We can make sure you ring fence their inheritance. Whatever issues you want to address with your Will, one of our experienced Wills and Trusts Solicitors can structure your Will to address those concerns.

Tip Four – Plan it out

You probably have an idea of who you want to benefit from your legacy, but sometimes putting it into words is difficult.

Make a bullet point list of everything you want to happen with your estate and our solicitors will walk you through each point and tell you how to make it happen in your Will.

After you have prepared your bullet points, decide who you want to be your Executor. An Executor is the person who handles your affairs after you die. If you’re a couple you’d usually appoint your partner and if you have children over the age of 18, you can appoint them as Executors as well. You can have up to 4 executors in your Will. If you think your estate may be complicated or Inheritance Tax may be payable, you may want to appoint a professional Executor such as a firm of Solicitors.

If you have children under the age of 18, you need to decide who their guardian will be. Most couples dread to think of this, but in the worst case scenario it is good to have a guardianship clause.

Tip Five – Do It Now

The best tip was always going to be last.

Now that you have read all the other tips and decided that you need to make a Will, you have to actually do it. Once you have, you can keep your Will updated throughout your life as your situation changes.

The current situation has many people questioning their mortality. Because of this, we’ve seen an increase in the number of people asking for Will reviews, but younger couples with children are now planning for their future lives much earlier.

Writing a Will is important for many reasons, but if you’re realising that you need to plan for your future now, we can help.

Get in touch with one of our Wills and Trusts Solicitors who are happy to help you.

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Simpson Millar Solicitors are a national law firm with over 500 staff and offices in Billingham, Bristol, Cardiff, Catterick, Lancaster, Leeds, Liverpool, London and Manchester.