Disabled / Vulnerable Beneficiary
Privacy
Please note, we have changed the names to ensure our clients' privacy.
Details
Carol got divorced a few years and felt it was about time she wrote a simple Will for the sole benefit of her son who is now in his early teens and suffers with learning difficulties. After struggling with an online Will service she decided she would rather have the job done professionally, came across Pattison James Associates and booked her Will appointment in online.
At Pattison James Associates, we specialise in highlighting potential risks to clients' wishes and in this case we took the time to understand her son's condition more taking into account the impact of him inheriting a relatively significant sum at any age. Whilst Carol didn't know what the future would hold for her son she didn't envisage him being able to understand the true value of her house and savings, let alone handle large sums of money in an appropriate manner. Because of this, and the potential for her son to receive state benefit in adulthood we felt it was important to keep assets outside of her son's estate and have sister and brother, manage the funds on her son's behalf. Carol was delighted with the advice and so we drafted accordingly, Carol even insisted that her ex-husband get in touch for the same planning so as to protect his assets for the ultimate benefit of their son.
Book your Will writing appointment online now and allow us to fully advise you on the most appropriate way to achieve your wishes.