News

Heritage
Ally

What to do when someone dies – a brief guide

Dealing with the loss of a family member or somebody close is unimaginable. Even when that loss is expected, nothing quite prepares you for the finality of it. At a time when you are coming to terms with your loss, as well as perhaps being a support to others, there are the practicalities to deal

Read More »
Professional Estate Planning and Will Writing Services
Heritage
Ally

Why do I need to make a Will?

Firstly, everyone over the age of 18 has a Will!  One where you decide how you would like to leave your estate and one where the Court decides (known as dying Intestate).  Now, I know which one I would rather have – what about you? An objection we hear too often is “I am too

Read More »
Business team colleagues meeting Planning Strategy
Heritage
Ally

Is Your Will Definitely Valid?

Now, you have gone through the process of having your wishes created into a legally binding document – but is it valid? Drafting a Will is merely the first step; the most important part to ensuring it is valid is the execution.  So many times we have seen it where Wills have been drafted and

Read More »
Professional Estate Planning and Will Writing Services
Heritage
Ally

Who will look after your child(ren ) if you are not around to do so

Who will look after your child(ren) if you are not around to do so? Do you have “parental” responsibility for anyone under the age of 18? Have you been named as a Guardian in someone else’s Will? If you answered Yes, to either/both of the above then you should ensure your Will reflects who you

Read More »
Professional Estate Planning and Will Writing Services
Heritage
Ally

The Role of an Executor

Something we get asked all the time here at Heritage Estate Planning is: Who should I appoint as my Executor, and How many should I have Like making a Will, the answer to these two questions depends on your own individual circumstances but there are general “rules” that we tend to apply!  Let me start

Read More »
Scroll to Top