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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.

When might you need to update your Will?

Your Will reflects your wishes at a point in time. As life changes, it’s worth making sure it still says what you mean.

You've moved house

A change of address doesn’t invalidate your Will, but it’s good practice to keep it current, particularly 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 may not automatically remove a spouse, so review your wishes carefully after any relationship change.

You've had children or grandchildren

A new arrival is often the prompt 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, or you’d like to include someone new, such as a friend, carer, or charity.

You've acquired or sold assets

Buying property, inheriting money, selling a business, or restructuring your finances can all affect your current Will, especially where specific gifts are involved.

You're changing executors or guardians

The people you originally named may no longer be the right choice. Age, availability, or relationship changes are all valid reasons to revisit these appointments.

You want to add trusts or tax planning

As your estate grows, a Will Trust can help protect assets for children, vulnerable beneficiaries, or for inheritance tax planning. This kind of addition requires a fuller review.

You haven't reviewed your Will recently

We recommend reviewing every three to five years, or after any major life event. Even if nothing needs changing, a review ensures your Will still reflects your life as it is now.

How does it work?

1 Complete our update form

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

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 and you sign

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

Your questions answered

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.