Make sure your Will and other legal documents are securely stored with our Forever Safe plan.
With our experience in dealing with thousands of customers probate needs,
we have found that one of the biggest problems that people face when someone close to them dies is finding the Will. Forever Safe eliminates that problem for you and your family. It also does a whole lot more.
The benefits of secure legal storage are:
Make sure your Will and other legal documents are securely stored with our Forever Safe plan.
With our experience in dealing with thousands of customers probate needs,
we have found that one of the biggest problems that people face when someone close to them dies is finding the Will. Forever Safe eliminates that problem for you and your family. It also does a whole lot more.
The benefits of secure legal storage are:
executor, guardian and trustee notification
From day one we keep everyone in the loop. Your Executors know who to contact if they need to get the Will. Your Guardians will know that they have been appointed to look after your children.
Trustees will be aware of their important role in the aftermath of a death. As well as notifying them of their role each Executor, Guardian and Trustee will get a complimentary copy of our guide to their duties.
You can rest assured they will not get access to any sensitive information whilst you are alive, so they don’t get a copy of the Will. But as soon as they are needed they will know what to do and be confident as they swing into action on your behalf.
REVIEW SERVICE
We know that life is ever changing, so we want to ensure as things change your family stays protected. Our review service means that you don’t have to remember to keep things up to date. Every two years we will contact you and ask a simple question – Has anything changed?
Occasionally the law changes and that might require you to change your Wills to keep up with things like tax law or the rules surrounding unmarried couples. If this happens we will let you know how it affects you and what you need to do.
DEED STORE
Over the past few years Banks, Building Societies and Mortgage companies have been emptying their vaults of property deeds.
They all now rely on the Land Registry’s computerised records. But we know that the deeds to a property are more important than that. They are its unwritten history. They are needed where disputes and queries are raised. Most importantly they are needed when someone dies. With Forever Safe you can store your Deeds with your Wills. We also offer you the opportunity to place other important documents with us.
Examples of the types of documents that we hold include – Adoption Papers, Court Orders, Deeds of Trust, Shareholders Agreements and Loan Documentation.
Secure Will Storage
As we have already said finding a Will can be the biggest issue after someone dies. A lost Will can lead to lost inheritance and your wishes not being honoured. With Forever Safe, everyone knows where to turn, who to contact and what to expect. All we want to do is to make a difficult time easier for your family.
We register all our Wills with Certainty - The National Will Register.
LEGAL HELPLINE
Families are complex. There are times in everyone’s life when an informed opinion or a little advice can settle an argument before it reaches a full-blown dispute. Often the death of a loved one can be a trigger. We also find that as parents age and become frail children need advice on the best course of action.
If this happens to you as a Forever Safe client, simply give us a call and use our free legal helpline. We will be happy to help you find a way to resolve your issues.
Free Updates by Post,Phone or by E-mail
Most changes to your Wills can be done without the need for a formal meeting. Be it a change of address or the addition of a gift we make these smaller amendments in a phone call, by post or in an e-mail and we will do them for you free of charge*.
If you do need a meeting with one of our advisors our Forever Safe clients benefit from discounted rates for face to face meetings
*free of charge to clients who originally made their Will through Will and Probate Services (Estate Planning) Ltd.
executor, guardian and trustee notification
From day one we keep everyone in the loop. Your Executors know who to contact if they need to get the Will. Your Guardians will know that they have been appointed to look after your children.
Trustees will be aware of their important role in the aftermath of a death. As well as notifying them of their role each Executor, Guardian and Trustee will get a complimentary copy of our guide to their duties.
You can rest assured they will not get access to any sensitive information whilst you are alive, so they don’t get a copy of the Will. But as soon as they are needed they will know what to do and be confident as they swing into action on your behalf.
REVIEW SERVICE
We know that life is ever changing, so we want to ensure as things change your family stays protected. Our review service means that you don’t have to remember to keep things up to date. Every two years we will contact you and ask a simple question – Has anything changed?
Occasionally the law changes and that might require you to change your Wills to keep up with things like tax law or the rules surrounding unmarried couples. If this happens we will let you know how it affects you and what you need to do.
DEED STORE
Over the past few years Banks, Building Societies and Mortgage companies have been emptying their vaults of property deeds.
They all now rely on the Land Registry’s computerised records. But we know that the deeds to a property are more important than that. They are its unwritten history. They are needed where disputes and queries are raised. Most importantly they are needed when someone dies. With Forever Safe you can store your Deeds with your Wills. We also offer you the opportunity to place other important documents with us.
Examples of the types of documents that we hold include – Adoption Papers, Court Orders, Deeds of Trust, Shareholders Agreements and Loan Documentation.
Secure Will Storage
As we have already said finding a Will can be the biggest issue after someone dies. A lost Will can lead to lost inheritance and your wishes not being honoured. With Forever Safe, everyone knows where to turn, who to contact and what to expect. All we want to do is to make a difficult time easier for your family.
We register all our Wills with Certainty - The National Will Register.
LEGAL HELPLINE
Families are complex. There are times in everyone’s life when an informed opinion or a little advice can settle an argument before it reaches a full-blown dispute. Often the death of a loved one can be a trigger. We also find that as parents age and become frail children need advice on the best course of action.
If this happens to you as a Forever Safe client, simply give us a call and use our free legal helpline. We will be happy to help you find a way to resolve your issues.
Free Updates by Post,Phone or by E-mail
Most changes to your Wills can be done without the need for a formal meeting. Be it a change of address or the addition of a gift we make these smaller amendments in a phone call, by post or in an e-mail and we will do them for you free of charge*.
If you do need a meeting with one of our advisors our Forever Safe clients benefit from discounted rates for face to face meetings
*free of charge to clients who originally made their Will through Will and Probate Services (Estate Planning) Ltd.
pricing
Couples:
£3.75 / month
£35 / year
£350 / lifetime
Individuals:
£2.75 / month
£25 / year
£250 / lifetime
pricing
Couples:
£3.75 / month
£35 / year
£350 / lifetime
Individuals:
£2.75 / month
£25 / year
£250 / lifetime
WHY USE FOREVER SAFE?
A Cautionary Tale…
One of the most frequent questions that we get asked is “Why do I need to store my Will; can’t I just keep it at home?” Some of our clients choose to do this, but the majority store their Wills with us. Normally when they hear about Gary.
Gary was a client who died in 2009, he was a wealthy man and had a long-term partner that he had lived with for over 20 years. He made a Will which benefited his partner and his partner’s daughter from a previous relationship. There were some smaller gifts to friends, but there was nothing for his parents and his sister because of an ongoing family dispute.
When he died, his partner did the right thing and asked his parents if they wanted anything to remember Gary by. His parents visited his home and took a few family items and left. Shortly after the visit of his parents it became apparent that Gary’s Will was missing, it had always been kept in his safe at home alongside his passport and that was missing too. What followed was shocking.
It started with a letter from a large firm of solicitors that alleged that Gary’s partner was interfering with his estate. It stated that his parents were entitled to the estate as he had destroyed his Will after resolving his dispute with the family. Everyone who knew Gary was certain this was untrue, but the parents produced his passport and a story about a family holiday as ‘proof’ of their story.
Gary’s partner went to court to dispute the parent’s story but a little-known aspect of the law – the presumption of revocation by destruction – helped the parents win the case. Gary’s partner then had to make a claim against the estate to keep the home that they had shared, she won that battle. Her daughter then made a claim which was partially successful and allowed her to live in a flat which Gary had owned.
However, the overall effect of the battles was far from what Gary had wanted – His partner got the house, but his parents got his fortune of about two and a half million pounds and of course the lawyers earned about £150,000 from the dispute.
None of this would have happened if Gary had used Forever Safe. His Will would have been found, and his wished respected.
Call 01778 252 301 to arrange storage today.
We will use your information in accordance with our Privacy Policy to contact you in relation to your enquiry.
WHY USE FOREVER SAFE?
A Cautionary Tale…
One of the most frequent questions that we get asked is “Why do I need to store my Will; can’t I just keep it at home?” Some of our clients choose to do this, but the majority store their Wills with us. Normally when they hear about Gary.
Gary was a client who died in 2009, he was a wealthy man and had a long-term partner that he had lived with for over 20 years. He made a Will which benefited his partner and his partner’s daughter from a previous relationship. There were some smaller gifts to friends, but there was nothing for his parents and his sister because of an ongoing family dispute.
When he died, his partner did the right thing and asked his parents if they wanted anything to remember Gary by. His parents visited his home and took a few family items and left. Shortly after the visit of his parents it became apparent that Gary’s Will was missing, it had always been kept in his safe at home alongside his passport and that was missing too. What followed was shocking.
It started with a letter from a large firm of solicitors that alleged that Gary’s partner was interfering with his estate. It stated that his parents were entitled to the estate as he had destroyed his Will after resolving his dispute with the family. Everyone who knew Gary was certain this was untrue, but the parents produced his passport and a story about a family holiday as ‘proof’ of their story.
Gary’s partner went to court to dispute the parent’s story but a little-known aspect of the law – the presumption of revocation by destruction – helped the parents win the case. Gary’s partner then had to make a claim against the estate to keep the home that they had shared, she won that battle. Her daughter then made a claim which was partially successful and allowed her to live in a flat which Gary had owned.
However, the overall effect of the battles was far from what Gary had wanted – His partner got the house, but his parents got his fortune of about two and a half million pounds and of course the lawyers earned about £150,000 from the dispute.
None of this would have happened if Gary had used Forever Safe. His Will would have been found, and his wished respected.
Call 01778 252 301 to arrange storage today.
We will use your information in accordance with our Privacy Policy to contact you in relation to your enquiry.
Get your secure storage FREE with our partner probate discount
We all die. Unfortunately, at a time of huge sadness and emotion for your family there is also a burden that falls on them. The need to administer the estate.
The good news is that as a forever safe client your family has access to an efficient and cost-effective Probate and Estate Administration service that you already know that you can trust as it is delivered by Will & Probate Services. Even better, your family will benefit from a discount off the cost of the estate administration that is equal to the total storage fees paid by you in your lifetime.
Your family will get all of your money back when you die* .
*rebate of storage fees paid is applied as a discount on your executor's final invoice from Will and Probate Services (Estate Planning) Ltd where the executors have instructed the firm to act in the administration of your estate after your death. Storage fees paid is the total of fees paid by standing order to UK Legal Storage excluding VAT.