Will Writing Service

Plan For The Future With Confidence

A will gives you the opportunity to decide what happens to your estate and make your wishes clear for the people who matter to you.

At Charlton Baker, we make writing a will as straightforward as possible. We’ll take the time to understand your circumstances, talk through the decisions you need to make and prepare a will that reflects your wishes.

You can speak to us face-to-face or over the phone, whichever suits you best.

"When I decided I needed to write a will I naturally turned to Charlton Baker as being our trusted accountants and advisors they know myself and my family well. The service was excellent and revealed some points to consider that were not immediately obvious."

James S, Wiltshire.

Making Writing Your Will Straightforward

Writing a will can involve more decisions than you might initially expect. As well as deciding who should benefit from your estate, you may need to consider who will administer it, who should care for young children and whether you want to leave particular gifts or record specific wishes.

We'll guide you through those decisions and make sure we have the information needed to prepare your will.

We can help you consider:

Who you want to benefit from your estate
Who you want to appoint as executors and trustees
Guardians for children under 18
Specific gifts you would like to leave
Your wishes regarding pets or funeral arrangements
The assets and liabilities that make up your estate

You don't need to have everything worked out before speaking to us. We can talk you through the information we need and the decisions you'll need to make.

We've written these articles which you might find useful:

Why Do I Need A Will?

How Often Should I Review My Will?

How Do I Choose An Executor For My Will?

What Information Will I Need?

We'll guide you through what we need, but it helps to think about the following before your appointment:

Your personal circumstances
Your details, relationship status and anyone who depends on you.

Your estate
Property, savings, investments, businesses, cryptoassets, insurance, valuable possessions and other assets, together with liabilities such as mortgages or loans.

Executors and trustees
Who you would trust to administer your estate.

Guardians
Who you would want to care for any children under the age of 18.

Beneficiaries
The people or organisations you would like to benefit from your estate.

Your wishes
Any particular gifts, provisions for pets or other wishes you would like your will to reflect.

What Happens Next?

1. Talk To Us
We'll arrange a convenient face-to-face meeting or telephone appointment.

2. Discuss Your Wishes
We'll talk through your circumstances, estate and what you would like your will to achieve. An appointment can take as little as 30 minutes.

3. Receive Your Draft Will
Following your appointment, we'll send your draft will within seven working days.

4. Put Your Will In Place
Once you're happy with the document, it can be finalised so your wishes are properly recorded.

“ A very efficient, cost effective alternative to a law firm. Helpful advice to get the wills executed in ten days. Highly recommended”

David V, London

"We found Charlton Baker and its team very professional, helpful and prepared to go the extra mile during the pandemic. We would like to say thank you and highly recommend their will writing service".

Genevieve C, Wiltshire

How much does it cost to write a Will?

We believe in making the cost clear from the outset.

Our standard fee for a single will starts from just £350 plus VAT, and for joint mirror wills from £600 plus VAT for both wills. 

Single	Fee
Standard Will	£350 + VAT
Codicil	£195 + VAT

Couples	Total Fee per couple
Standard Mirror Wills x 2	£600 + VAT
Codicil x 2	£300 + VAT

*If trusts are required, additional fees will arise.

Why Choose Charlton Baker?

Writing a will can sit alongside wider decisions about your family, your wealth and what you'd like to pass on. At Charlton Baker, our will writing service is part of our wider Wealth, Wills & Probate offering, so where appropriate we can bring in expertise from across the firm.

With Charlton Baker, you benefit from:

Established since 1984: with decades of experience supporting individuals, families and businesses [charltonbaker.co.uk]

11 offices across the South West: combining a local service with access to wider expertise [charltonbaker.co.uk]

An award-winning firm: with specialists across accounting, tax, business and legal services [charltonbaker.co.uk]

A straightforward, personal approach: with face-to-face or telephone appointments

Clear pricing: for our standard will writing service

Joined-up expertise: across wills, trusts, inheritance tax and wider tax matters

With expertise available across the firm, your will can be considered as part of the wider financial and family circumstances that may affect your estate.