Excluding Close Relatives From Your Will
Privacy
Please note, we have changed the names to ensure our clients' privacy.
Details
Darren and Linda are married and both have adult children from previous relationships. After an acrimonious divorce, Darren and his eldest son are now estranged and regretfully Darren had decided he no longer wished to provide for his eldest son and so one Sunday evening he booked a Will writing appointment for himself and Linda.
At Pattison James Associates, we specialise in advising clients who want to exclude those who otherwise may expect to inherit from a Will. There used to be a thing called Testamentary Freedom whereby you could leave your assets to whoever you like however in 1975, new legislation was introduced which dictated that if you don't make a reasonable financial provision for certain people in your Will, they can contest your estate on that basis. Therefore it is important to plan accordingly in what is a very contentious area to protect your estate from a successful claim after death.
We were able to put in place a robust estate planning solution for Darren and Linda (step-children can contest too) to enable their wishes to be fulfilled.
Book your Will writing appointment online now and allow us to fully advise you on the most appropriate way to achieve your wishes.