01257 463672

Frequently Asked Questions

Where is your office?

‘3a The Common, Parbold, WN8 0AL. We are near to the level crossing in Parbold village, across the road from the Royal Bank of Scotland.’

Do you do home visits?

‘Yes. We appreciate that sometimes, clients prefer the comfort of their own home when dealing with sensitive issues.’

What are your charges?

‘Please telephone for a quote.’

Can an executor be a beneficiary of a Will?

‘Yes they can. It is a common misconception that executors cannot be beneficiaries.’

Can a beneficiary witness a Will?

‘No! If a beneficiary or a beneficiaries husband or wife witnesses a Will, then the gift to that witness will not be valid.’

How much will a Bank charge to act as your executor?

‘If you appoint a bank as executor of your Will then they tend to charge up to 5% of the total value of the estate regardless of the complexity of the estate administration.’

Are home made Wills valid?

‘Yes. However many home made wills cause problems by being completed incorrectly. We would always advise a professionally drawn up Will.’

Do you have to sell your house if you go into care?

‘Not always. In certain circumstances your house will be exempt from the local authority financial assessment or sometimes the local authority will claim their charges back at a later date.’

Do you need a Lasting Power of attorney if all your assets are joint assets?

‘Yes. Whilst in practice the everyday management of your affairs could continue without a Lasting Power of Attorney in place, if assets are jointly held, it is always advisable to put them in place as soon as possible as they will be essential when there is only one member of a couple left and assistance with either financial matters or health matters is needed.’

McHale Baker
11 Northern Diver Building
East Quarry
Appley Lane North
Appley Bridge
WN6 9AE
01257 463672

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STEP - Society of Trust and Estate Practitioners

Institute of Professional Willwriters

Approved Code - TRADINGSTANDARDS.UK