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Bagshot

Bagshot is on the outer edge of the 'green belt' in the county of Surrey, about 26 miles south west of central London. The village is separated from its neighbours by open heathland, much of which is owned by the Ministry of Defence, and the Royal Estate. There is a good range of shops centred on the High Street. Perhaps due to Bagshot's coaching origins, there are a surprising number of public houses, restaurants and takeaways, a lot of their trade coming from outside the village. Recreation facilities in Bagshot include two multi-use sports fields and a cricket field, each with a pavilion / social club. There is also a tennis club and several local golf clubs.

Our Services in Bagshot

Will Writing

Having a well-written up to date Will in place is essential to ensure that when you die your wishes are carried out and your assets are passed on as you would wish. Without a Will, intestacy laws apply, and this can lead to a lengthy Estate Administration process with no guarantee that your assets are distributed as you would have wished.

Our Will Writing service makes sure that your wishes will be carried out, and we will meet with you regularly after creating your Will, to make sure that it is kept up to date to reflect your personal situation.

Estate Planning

A well-written current Will forms the basis of good Estate Planning, but our service also covers Inheritance Tax and Care Fees planning, and as a rule we also recommend a Lasting Power of Attorney document to ensure that your family will not be left in a difficult position regarding decisions they may need to take on your behalf.

By being proactive in our approach, and working with experts where appropriate, we make sure that our Clients have the best possible financial plan in place for their Estate.

Estate Administration

The process of Estate Administration can be a lengthy and complicated one, and is another key service we offer. Specialist knowledge is often necessary to ensure that everything is done correctly. Our service aims to eliminate the worries and time commitment of administering an Estate at what is usually already an extremely stressful and emotional time.

If you live in or near Bagshot and would like to discuss our Will Writing or Estate Planning services, do please give our team a call on 01732 868190 and we will arrange for Hugh Goodale, our Practice Director, to contact you to offer personalised advice.

Frequently Asked Questions

WHY DO I NEED A WILL?

Your Estate
Without a Will, the authorities will decide how and to whom your estate is distributed, which can result in problems for your loved ones that you leave behind. For example, if you are not married your partner could be left with nothing. Or if you are single, what you leave could end up going to the State.

Your Children
Having a Will means you can appoint guardians for your children, which is even more important if both parents die – without a Will the local authorities can appoint guardians for you. Also if you are not married to the other parent when you die, this does not mean the other parent will automatically become the guardian (if your children were born before 2003).

Protecting Your Wealth
Another vital reason for having a Will is to make sure that what you leave is not inherited by those you do not want to access your funds: for example, a future partner of your spouse or their future children.

Leave an Amount to Charity
You can state in your Will an amount to leave to a Charity of your choice.

Trusts
Some or all of what you leave can be put in a Trust for different reasons. For instance, so that your children receive it when they reach a certain age. You can also include conditions that Trust funds are only used for certain items: for example, a child’s education.

WHY USE CASEY & ASSOCIATES RATHER THAN A SOLICITOR?

We are experts in Will Writing and advising so will review your specific circumstances and recommend what to include in your Will, taking every foreseeable scenario into account. The biggest benefit to our clients is peace of mind. We also provide home visits at no charge saving you time and hassle.

Most solicitors are knowledgeable in several legal areas and are not necessarily specialist Will Writers.

WHY NOT JUST USE A DIY WILL KIT?

A DIY Will can save you money upfront but if you get anything incorrect, you could cause your family and friends you leave behind a whole lot of trouble and concerns when they are sorting out your finances after you have died.

Also, if you use a Will template, the responsibility for your Will being correct is completely down to you. If there are any mistakes which cause problems when your Will is read, there will not be any legal comeback at all.

It could even mean that your Will is invalid and the law will then decide who your money and property should go to.

WHAT ABOUT WILL WRITING COMPANIES OFFERING WILLS FOR A VERY LOW PRICE?

Unless your Will is to be very simple and standard (which is rare), we recommend that you avoid these companies. They usually provide a basic Will drafted from a template and are not experts, so they cannot advise you on your specific circumstances. An example of this is a lady who recently came to us that had one of these Wills written. She assumed she would need a simple, straightforward Will but we found several overlooked items that her Will needed to include. Luckily, she came to us instead of hoping the cheap Will she had would cover everything.

HOW LONG DOES THE PROCESS TAKE?

Once we have taken your instructions we wait for the statutory 14 days "cooling off" period, unless you have asked us to proceed straight away. We will normally send your “draft” Will(s) to you within seven to ten days. Once we receive your "draft authority" back we will normally ensure that your "Final Will" is with you after a further seven to ten days.

Lasting Powers of Attorney (LPAs) can take longer because we are dependent on your attorneys (normally your family or children) signing documents and sending them back to us. We tend to find that most LPAs are completed within eight weeks. They then need to go to the Government to be registered. This takes on average, a further eight weeks.

CAN I REVISE MY WILL AND DO I PAY FOR THIS?

Some companies charge the full price to reissue Wills even if only slightly amended. Our policy is to charge £70 + VAT to reissue a Will and £210 + VAT to make a minor amendment such as a guardian or executor and then reissue a Will. Please note that it is NOT necessary to revise your Will(s) if one of your executors or beneficiaries changes address or name; it is all about identification.

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