Configure your instruction

Step 1

Choose your documents

Tick You for each document you need. If you are arranging documents for a partner as well, tick Partner too. The configurator detects the Foundation Essentials bundle automatically and applies the discount.

You Partner

Will

Drafted in the form you choose · legacy and chattels options · choice of executors

£350each

You Partner

Property & Financial Affairs LPA

Authority for someone to manage your money, property, and financial decisions if you cannot

£350each

You Partner

Health & Welfare LPA

Authority for someone to make health and care decisions if you cannot · included free with Foundation Essentials

£350each

Property

Severance of joint tenancy notice

Splits ownership of jointly-held property into tenants in common · one notice per property · not included in bundles

£50flat

You Partner

Letter of wishes

Non-binding guidance to your executors and trustees on how you would like discretion exercised · one per person · not included in bundles

£50each

Step 2

Configure your Will

Choose the form of your Will. All three forms are priced identically. If you are not sure, the engagement-letter stage is the place to talk it through with the drafting solicitor.

Form 1

Straight Gift

Outright residuary gifts to two levels (Beneficiary A; if A predeceases, Beneficiary B). The simplest form, right for most straightforward family situations.

Form 2

Life Interest

Life interest for a named beneficiary, with the capital passing to a chosen group on their death. Common for couples in second marriages.

Form 3

Spouse-Then-Discretionary

Absolute to spouse on first death; discretionary trust of residue on second death. Flexible, particularly where future circumstances are uncertain.

Or, advisory route

I'd like a solicitor to advise on the right form

A 20-minute welcome call, a full IHT assessment, and a bespoke Will-form recommendation before any drafting begins. Adds a £1,100 Strong Foundations advisory layer to your document costs.

Mirror Wills only at this tier. Foundation Essentials assumes both Wills follow the same form. If you and your partner need different Will forms, that suggests advisory work. Read about Strong Foundations and Family Structures for tiers that include the necessary advisory layer.

Optional clauses (no price impact)

Flexible legacy clause Permits up to five named cash legacies (gifts of money to specific people). Read more

A flexible legacy clause is a small but useful addition. It lets you name up to five people to receive cash gifts before the residuary estate is distributed. Common uses: a small gift to a godchild, a contribution to a charity, a token to a long-standing friend. The amounts and recipients are confirmed at data capture, after the engagement letter is signed.

Flexible chattels clause Covers personal effects, household goods, and specific items of personal property. Read more

Chattels are your personal effects: jewellery, furniture, art, books, personal mementos. The chattels clause directs how these pass on death. Without one, chattels fall into the residuary estate, which can complicate matters when family members have specific items they expect or want to receive. Worth including for most people.