Frequently Asked Questions

What are Beneficiaries?

A beneficiary is anyone named in your Will who will receive a part of your estate. This could be friends, family members, board members or even charities.

What is a trustee?

A trustee’s role is to manage the assets in a trust until the time comes for the trust to be accessed.

What is an executor?

The executor of your Will is the person who you select to carry out the terms and conditions of your will after your passing. They will make sure that all trusts are managed, that beneficiaries receive the assets left to them at the correct time, and that your wishes are granted.

Can I change my Will if my circumstances change?

Yes, it is recommended that you revise your will every 3-5 years to make sure it is still up to date and appropriate to your current circumstances. Ged and Karen are more than happy to guide you through this process.

Can I write my own Will?

It is legal to write your own Will in the UK, but it is highly advised that you seek professional advice and guidance to ensure the terms and clauses in your Will are viable. This will also provide added surety that your will is not lost, destroyed or amended as it will be in safe hands.

What should I bring to an initial Will appointment?

At your initial Will appointment, it can be helpful to have the following on hand:

  • The contact details and names of all beneficiaries
  • The contact details and name of guardians, trustees and executors
  • A rough estimate of the cost of your estate
  • A proposed plan for physical and monetary gifts
  • Funeral wishes
  • The registered charity number of any named charities

Who should I choose as my executor?

You can have up to 4 executors, but you only need to choose one. It can be best to select multiple in case your chosen executor is not available to carry out the terms of your Will. They should be someone you trust, and above the age of 18.

Your executor could be:

  • A close friend or family member
  • A solicitor or accountant

Can I appoint a family member who lives abroad as my Lasting Power of Attorney?

Yes, you can appoint a family member who lives abroad as your Lasting Power of Attorney. As long as they are able to sign the LPA document in person and can be easily contacted in case of an emergency, you can assign any trusted person who lives overseas as your LPA.

Who can witness a LPA?

A Lasting Power of Attorney’s signature must be witnessed by someone who is:

  • Aged 18 or over
  • Not the donor

This must be done in person.

Where in the UK do you cover?

At Bespoke Wills & Trusts, Ged and Karen will guide you through protecting what matters most by offering expert guidance on Wills, Trusts and Lasting Powers of Attorney. We are based in Oldham, and cover Huddersfield, Rochdale, Bradford, Ashton-under-Lyne, Bury, Bolton, Halifax, Saddleworth, Mossley, Hebden Bridge, Todmorden, Prestwich, Holmfirth and across Greater Manchester, West Yorkshire, and beyond.

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