Update your existing Will

Already have a Will with us? Keeping it up to date is easy. Whether you need to make a small adjustment, or a significant change, we're here to ensure your Will reflects your current wishes.

Family Walking in Forest

When might you need to update your Will?

Your Will reflects your wishes at a particular point in time. As circumstances change, it's important to ensure that your Will still accurately represents your intentions and protects the people and things that matter most to you.

Here are some common situations where an update might be needed:

You've moved house

Changing your primary address doesn’t invalidate your Will, but it’s good practice to keep it current, especially if your property is being gifted or held in trust.

You've married, divorced or separated

Marriage can revoke an existing Will unless it was written in contemplation of that marriage. Divorce or separation might not automatically remove a spouse from your Will, so it’s important to review your wishes carefully after a relationship change.

You've had children or grandchildren

Welcoming a new child or grandchild is often a trigger to update your Will, whether to name them as a beneficiary, appoint guardians, or include them in a trust.

You want to change who inherits what

Perhaps you’ve changed your mind about who should benefit from your estate, or you now want to leave a gift to someone who wasn’t originally included, such as a friend, carer, or charity.

You've acquired or sold assets

If you’ve purchased property, inherited money, sold a business, or changed your financial structure, it may affect the instructions in your current Will, especially if specific gifts are involved.

You're changing executors or guardians

Over time, you may decide that the people you previously named to carry out your wishes are no longer suitable. Whether due to age, availability, or relationship changes, it’s important to ensure your executors and guardians are still right for the job.

You want to add trusts or tax planning

As your estate grows, you might wish to create a Will Trust to protect assets for children, vulnerable beneficiaries, or for inheritance tax purposes. These kinds of additions require a more comprehensive update.

You haven't reviewed your Will recently

We recommend reviewing your Will every 3–5 years, or after any major life event. Even if no changes are needed, regular reviews ensure your Will still reflects your wishes, your circumstances, and the people who matter most to you.

How does it work?

We’ve designed the process to be smooth, efficient, and fully supported by our team.

1

Complete the Update Form

Start by filling out the secure form below. Let us know what changes you'd like to make and upload any supporting documents if you have them.

2

We Review and Advise

We'll review your request and get in touch to confirm the details, and advise you on whether a quick update is suitable, or if you'll need to meet with our team.

3

We Draft, You Sign

Once you're happy with the plan, we’ll prepare your updated Will, and guide you through the signing process.

FAQ

That’s absolutely fine. Just complete the form as best you can and select unsure when asked about the type of update. Our team will review everything and advise you on the right next steps.

You don’t have to, but it can help. If you’re changing names, addresses, or roles (like executors or guardians), it’s useful to upload any supporting documents, such as a marriage certificate, change of name deed, or valid ID. All documents are handled securely and confidentially.

It depends. Some updates, like contact detail changes, may not affect the validity of your Will. However, if you’ve had major life changes or want to adjust who benefits from your estate, it’s essential to update your Will to ensure your wishes are carried out correctly.

If you’re currently on one of our storage plans, updating your Will is included as part of your service with us.

If you’re not on a storage plan, the cost will depend on the nature of the changes. In many cases, especially where a full redraft is needed, the price is similar to creating a new Will. Once we’ve reviewed your request, we’ll let you know exactly what’s involved.