At SAS Daniels LLP, we provide our clients with a clear pricing structure and will make sure that any costs are discussed with you from the outset. Listed below is an explanation of the service levels for our Wills service, including what is provided within each level and the cost.
| Service Provision |
Level 1 Basic* (without inheritance tax advice) |
Level 2 Standard (with inheritance tax advice) |
Level 3 Asset Protection
|
| Up to a one hour meeting with a solicitor at our offices, to take instructions from you and give advice. | yes | yes | yes |
| Drafting your Will to include: | |||
|
yes | yes | yes |
|
yes | yes | |
|
yes | yes | |
|
yes | yes | |
|
yes | yes | |
|
yes | yes | |
|
yes | ||
|
yes | ||
| *If you require more legacies or the legacies are only paid if certain conditions are met, this will not fall into our standard pricing and will be a bespoke service. | |||
| Advice relating to inheritance tax | yes | yes | |
| Preparation of Serverance of Tenancy (if required) | yes | ||
| Supervised signing at our offices or unsupervised signing at your home* | yes | yes | yes |
| Letter to Executors explaining their role | yes | yes | |
| Secure lifetime storage of your Will | yes | yes | yes |
| Will review reminder every 3 years | yes | ||
|
What does each level of service cost? All prices are not inclusive of VAT. An initial payment on account will be required to cover costs. *If you require a home visit an additional charge will be made. This cost will be discussed with you at the beginning to avoid any unexpected costs on your bill. |
|||
|
Level 1 Basic* (no inheritance tax advice) |
Level 2 Standard (with inheritance tax advice) |
Level 3 Asset Protection
|
|
| Single Will | £475 | £675 | £1250 |
| Mirror Wills | £600 | £875 | £1500 |
| Will review meeting | Standard fee of £225. This will then be deducted from the price of any Will that is subsequently prepared. | ||
*Please note: our basic Wills are not suitable for people who have assets over £325,000 or for people who have potential beneficiaries who are under 18.
Bespoke service
If, due to your individual circumstances, you require specialist advice which is not covered by our Basic, Standard or Asset Protection level of service then we can provide you with a bespoke service. This will include any advice relating to business assets, agricultural assets or complex estate planning issues.
If you opt for a bespoke service, we will provide you with an estimate of all costs at the outset and ask you to choose either an hourly rate or fixed fee pricing option. An initial payment on account will also be required to cover costs.
For more information on our Wills service provision and price list, please contact our specialist team.
Job Title: Business Owner, Joint Head of Macclesfield Office, Head of Private Client and Partner
Key Contact Justine Clowes
Location: Macclesfield
Phone: 01625 442120
