Will writing service for Lloyds Bank customers

The importance of having an up to date will

Watch our short animation about the importance of having an up to date will. Click the image below to play the video.

“Did you know that 60%* of UK adults don’t have a will? The above video highlights why everyone should make sure they have a valid will. (a survey of 2,000 people by Macmillan Cancer Support 2017).”

If you are unable to view the video, the transcript is available here.

Having an up to date will is extremely important. Our aim is to make it as easy as possible for you to achieve that.

To get started, there are two things to consider:

  1. What type of service suits you best?
    We offer a postal service, telephone/video meeting or a bespoke service. The details for each option are set out below.
  2. What type of will suits your needs?
    We have set out the different sorts of will options below. Your wills advisor will discuss these with you in more detail. We will ask you for your initial views when you book an appointment so we can give you a preliminary quote and to make sure that you are allocated a suitable will writer. You can change the type of will at a later date if needed.

Did you know:

Choosing an executor is an important decision. You can choose an individual or a professional or a combination of the two. Your executors have a legal responsibility to carry out the wishes in your will and to do so in line with the requirements of the law. As a customer, you have the option to appoint Lloyds Bank plc as executor and trustee of your will. There is no obligation to appoint Lloyds Bank plc to use the will writing service. We can guide you through your options depending on your circumstances.

What type of service suits you? 3 will writing service options

We pride ourselves on catering for everyone: whether you require a relatively straightforward will or you’re in need of complex tax advice, we have a service option to suit your needs. The service delivery options for wills are listed below. Please click the down arrow to read more about each option and for links to start the will writing process.

We offer our Postal service option where basic tax and trusts advice is sufficient. We will send you out a detailed Will Instruction Form for you to complete and return. A qualified wills adviser will then review your instructions, contact you to clarify any queries or answer any of your questions. We will then prepare a draft will to send to you.

Upon receipt of that draft, our wills adviser is available again to address any queries and make any amendments that may be necessary. Once a draft is finalised, a final version is sent for execution, along with a detailed guide as to how to do so. Once it is executed, the will is stored free of charge.

If you think our postal service is right for you, please click the button below and either enter your details in the form or give us a call to request a will writing pack from us. After your initial call, you will be sent our will writing pack to complete and return. Once this is returned, we will then contact you again to take payment and prepare your draft will.

We offer our telephone or video call service for wills where basic tax and trusts advice is sufficient. If specific advice about a particular tax point or a detailed bespoke report is required then this can also be provided via telephone meetings but, again, it may be treated as falling within our bespoke service (see below).

With our telephone service, we provide a comprehensive will writing instruction form which highlights any issues that require consideration and assists in determining the best way to give effect to your wishes.

A qualified wills adviser is available on the telephone or via video conferencing software to go through the will writing instruction form and answer any of your queries. They will then prepare and send a draft of your will to you.

Upon receipt of that draft, our wills adviser is available again to address any queries and make any amendments that may be necessary. Once a draft is finalised, a final version is sent for execution, along with a detailed guide as to how to do so. Once it is executed, the will is stored free of charge.

If you think our telephone service is right for you, please click the button below and either enter your details in the form or give us a call to request a will writing pack from us. After your initial call, you will be sent our will writing pack to complete and return. Once this is returned, we will then contact you again to confirm the cost of your will, take payment on account and book you in for a call with one of our will writers to discuss the details of your will.

This offering is most suitable for those who are likely to require in depth and bespoke tax and estate planning advice before finalising their wills.

It includes the same service as the telephone offering, with the option of a full written tax report based on individual circumstances, providing comprehensive advice on your personal tax position and bespoke planning advice. This offering may also incorporate the drafting of further documents pursuant to our advice, such as trust deeds or letters of wishes.

As each individual’s needs are different, we quote for prices via this service on a case-by-case basis but will always endeavour to agree a fixed fee.

If you think our bespoke service may be right for you, please click the button below and either enter your details in the form or give us a call to begin the will writing process, just be sure to indicate that you are interested in a bespoke will. One of our senior solicitors will speak to you first for a no-obligation ‘scoping call’ at the outset, in order to assess precise needs and provide an accurate estimate before any work begins. After that, you will be sent our will writing pack, to complete and return. We will then contact you again to confirm the cost of your will and take payment on account prior to your

Our commitment to service

Our service delivery options are summarised in the table below:

Postal will service / phone call Bespoke service
Telephone support ✓ ✓
Inheritance tax assessment and advice ✓ ✓
Option to use Lloyds Bank Estate administration service ✓ ✓
Full bespoke tax report ✓

What type of will suits your needs

A standard single will is designed for one person:

  • to appoint your choice of trusted individuals and/or professionals to act as executors
  • to make gifts of money or possessions
  • to nominate who will benefit from your estate
  • to appoint guardians for minor children where needed

A standard single will does not include formal trust provisions. It may, however, include non-complex trusts such as gifts to individuals when they reach a certain age.

Standard mirror wills are designed for couples (married or unmarried, civil partners or otherwise), who have similar wishes for the distribution of their estates:

  • to appoint their choice of trusted individuals to act as executors of their estates
  • to make specific gifts
  • to nominate who will benefit from the rest of their estate
  • to appoint guardians for minor children

Standard mirror wills do not include formal trust provisions. They may, however, include non-complex trusts such as gifts to individuals when they reach a certain age.

If you require mirror wills and your partner is unable to attend any telephone or face to face appointment, then we will need to speak with them on the telephone separately to confirm their instructions prior to finalising their will.

A trust standard will is designed for one person:

  • to appoint your choice of trusted individuals and/or professionals to act as executors
  • to make gifts of money or possessions
  • to nominate who will benefit from your estate
  • to appoint guardians for minor children where needed
  • to create trusts as may be necessary to offer increased protection of their assets such as property and possessions

A trust will enables one person or more to hold an individual’s property, possessions or savings subject to certain duties to use and protect it for the benefit of others.

Trust mirror wills are designed for couples (married or unmarried, civil partners or otherwise), who have similar wishes for the distribution of their estates.

Trust mirror wills enable one person or more to hold an individual’s property, possessions or savings subject to certain duties to use and protect it for the benefit of others.

If you require mirror wills and your partner is unable to attend any telephone or face to face appointment, then we will need to speak with them on the telephone separately to confirm their instructions prior to finalising their will.

Pricing

Standard single will Standard mirror wills Trust single will Trust mirror wills
Postal service £150 £195 £195 £390
Telephone service £180 £240 £240 £390
Bespoke service All options within our bespoke service are priced on an individual basis

Give us a call or fill in the contact form below to start the process of writing your will

080 8101 2625

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About Hugh James

We are a full-service top 100 UK law firm which provides expert legal services to a vast range of clients. Visit the Hugh James website to find out more about us and what other services we offer.

Please note that this will writing service is provided by Hugh James and not Lloyds Banking Group. If you use the service, you will be entering into a retainer with Hugh James alone, for which you will be personally responsible.

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