Protecting your interests
Often, wills and estate planning are used interchangeably, but they are different services. Will planning can be a straightforward process to document your wishes and what should become of your assets in the event of your death.
Whilst estate planning is a much more in-depth and comprehensive process with various documents to secure your assets and intentions.
Both require meticulous attention to detail, and we’d always recommend at least a consultation with a will and estate planning specialist to discuss your options. Our professional team at the Mortgage Pod can compassionately help you have these conversations to protect your long-term interests.
It’s never too soon to think about your will and estate planning
Preparing your will and estate planning are processes that require serious thought. We spend our lives collecting our belongings and prized possessions. Some may have significant monetary value, while others have sentimental and emotional value. To ensure your assets are safe, protecting them as much as possible whilst you’re alive is essential.
Throughout our lives, events such as purchasing property, getting married, having children, or even the death of a loved one, can add different complexities to your estate and its future.
Therefore, expert advice can help you to make sense of your desires for your estate and help you to create a plan to establish an estate plan.
Protecting you and your family’s future
When it comes to wills and estate planning, our professional team will discuss your needs with you before presenting the different options to you. We’ll never suggest anything that isn’t needed or isn’t relevant to your circumstances.
Our team is here to simplify everything, advise you at every step and help you to navigate a sensitive topic with support. We’ll be by your side every step, so you can make decisions for your and your family’s future whilst having all the information required.
How to divide an estate correctly
When it comes to organising your will and assets in estate planning, it can be helpful to understand the difference between the two services. Whatever your circumstances, there will be people to think about and how you would like your belongings and assets to be split between those you care about and are important to you.
Therefore, an expert to help you navigate the process is incredibly important. Here at the Mortgage Pod, we can support you throughout the process, using our years of experience to steer you through a sensitive subject.
What else do you need to know?
How often should you write a will?
Many think of writing a will and estate planning as a one-time thing. However, estate planning should be reviewed and updated periodically to ensure that your wishes for your assets are protected. Also, reliable advice can help you make the right decisions for yourself and your loved ones.
Should I make a will when I buy a property?
One of the most common questions we get from buyers is whether they’ll need a will when they take out a mortgage. Ultimately, you aren’t required to make a will when you get a mortgage. However, we recommend will and estate planning to protect you against ‘what ifs’.
What’s the difference between a will and estate planning?
Many people confuse writing a will with estate planning. The main difference is that a will is just one legal document that dictates how you wish your possessions to be distributed after you die. However, an estate plan includes documents such as wills, living wills and healthcare powers of attorney, financial powers of attorney, and trusts. Expert advice from our team at the Mortgage Pod can help make the process as straightforward as possible.