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Complimentary Will Review Service

With our busy lives and personal circumstances changing and evolving over the years, one of the last things you may think about is the validity of your Will and whether it still accurately reflects your wishes.

Do I need to change my Will?

If you are contemplating changing your Will, then it usually means a significant event has occurred in your life. This could be a marriage, a divorce, new children, grand-children, children from a new relationship, or the loss of a loved one.

The first question is, do I need a new Will or can I just change my existing Will? Either way, both are simple to achieve with the right professional guidance and support. Whether you need to change your Will or make a new one, depends on what changes and the complexity of the change you are making. This is why before you update or change your Will, we recommend using our complimentary Will Review Service.

What is a Will Review Service?

Our Will Review Service provides an opportunity for you to have your Will and any other existing Estate Planning documents comprehensively reviewed by one of our professional expert Advisers. Your complimentary Will Review Meeting can take place over the Phone, by Video Call or at our Offices. Whatever is most convenient for you.

Find out why a Will Review Meeting is so important, watch our short video here: Will Review Meeting – What to Expect.

Book your Complimentary Will Review Meeting

Book your complimentary will review meeting with one of our experts. If you have any questions, then you can contact us before booking your review meeting.

Why do I need my Will reviewed?

Significant events, such as the death of a partner, a marriage, re-marriage, or a relationship breakdown in the family, are all reasons why your Will might no longer reflect your wishes. Tax and Government Legislation changes can also contribute to a Will failing to reflect what someone would like to happen with their assets when they die. Lastly, we often see poor advice leading many people to draft Wills without valuable protection from things like Inheritance Tax, Care Fees, Divorce, and Bankruptcy.

How does the Will Review Service work?

After booking your complimentary Will Review Meeting, we will request copies of your Will and other Legal Documents for one of our qualified Estate Planning Adviser’s to review. At your complimentary Will Review Meeting one of our qualified Adviser’s will then take you through your Will and other Legal Documents and explain in plain English:
  • The planning you already have in place and if your wishes are still accurately reflected.
  • Any pitfalls or problems with how your Will and Estate Planning documents have been drafted.
  • Any changes in the law or legislation which affects your existing Will.
  • Any validity issues, which could expose your Will to being contested.

By the end of your 30 minute Will Review Meeting, you will either have complete peace of mind that your Estate Planning remains up-to-date and legally valid, or you will know the changes you need to make to your Will and other Legal Documents.

As an award-winning, professional, family-owned firm our complimentary Will Review Service is not just completely free of charge, but it is also completely free of any obligation. So, if changes to your Will are needed, our qualified Estate Planning Adviser will be able to explain your options, whether you would like to ask us to implement these changes, implement them with another firm or do them yourself.

Award-winning, full members of The Society of Will Writers

Our team understands the stress and worry that can come from ensuring you have enough money to pay for the important things in life, whilst also leaving a legacy for your loved ones to cherish. Call for friendly expert advice.

Monday – Friday 9am – 5pm
Jasmine Lambert Chartered Financial Planner

A will writing company you can trust

Will Writing Firm of The Year (South)​

Redwood Wills & Trusts were recognised as Will Writing Firm of the Year for the whole of the South, at the Wills & Probate Awards.

Jasmine Lambert - Young Practitioner of The Year

Our Managing Director was recognised as the Young Practitioner of the Year for the whole of the UK, at the British Wills & Probate Awards.

Trading Standards Approved

Redwood are approved members of the Trading Standards Buy With Confidence Scheme. It’s an accreditation that means we are a business that has proven we are someone you can trust.
Redwood Financial is one of the South’s leading Financial & Estate Planning providers. We are dedicated to helping families to grow, protect and enjoy their wealth. Everything we do is on a fixed fee basis, so you’ll know the costs before we do any of the work. And our unique 100% Satisfaction Money Back Guarantee underpins everything we do for you.
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Based on 83 reviews

Redwood Financial is rated 4.9 out of 5 based on 63 Google reviews.

Redwood Financial Family Wealth & Estate Planners Ltd is Directly Authorised and regulated by the Financial Conduct Authority. FRN number 774469. Redwood Financial Family Wealth and Estate Planners Ltd Company Number: 08926661. Registered Office Address: Wellesley House, 204 London Road, Waterlooville, Hampshire. The Financial Conduct Authority do not regulate, Will Writing, Buy to Let Mortgages, Auto-Enrolment, Tax Advice and Estate Planning. Your capital is at risk. Investments can fluctuate in value and investors may not get the amount back they invest. The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.
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