The Clients Challenge
The client, a man in his 50s, did not have a will. He had come to TM Law on another matter but, when asked, admitted that had been putting off getting a will for years, fearing – as many people do – that if they make a will, then death will quickly follow! TM Law pointed out that, without a will, their family or any other beneficiary the client might have intended, would have to rely on intestacy rules to deal with his estate which can be slow, frustrating and sometimes upsetting. To make matters more pertinent, the client was not married to his partner and the mother of his children who would therefore have no entitlement under the intestacy rules to his estate.
The TM Law Solution
TM Law first sent the client a questionnaire in which he could record his wishes regarding his estate, possessions and beneficiaries. Allowing the client the time to consider such things at leisure means important decisions like this are not rushed. The questionnaire includes details about a client’s preferences about what they would like to happen to their remains.
The client returned the document and TM Law then drew up a will that set out exactly what the client wanted to achieve to ensure their wishes will be carried out and that their estate goes where they want it to go – not where the intestacy rules decide.
A job that had been put off for most of the client’s adult life was able to be quickly and efficiently dealt with by TM Law.
