Make Your Will Month. Information Pack

Transcription

1 Make Your Will Month Information Pack

2 Recently experienced a significant life change such as moving house, getting married or welcoming a new addition to the family? Chances are you haven t yet got round to updating your Will. To make it easier for you we hold a bi-annual Make Your Will Month where a local solicitor writes you a basic Will or updates your existing Will and waives their fee so you can make a donation to the hospice. You may even choose to make a further gift in your Will to shire Hospice. Why Write Or Update A Will During? Your Will is one of the most important documents you will ever sign and it ensures your estate and possessions can be distributed as you wish. It will also ensure peace of mind and security, not just to you but to those you love, as well as supporting your local hospice. All of the money donated by you for the drafting of the Will is given directly to shire Hospice by your chosen solicitor to help us to provide care and support to local people, their families and carers. Could you leave a gift in your Will? Whatever you can give, your legacy can help secure the future of the care, compassion and comfort we give at the hospice and in the community. If you d like to discuss or find out more about how your donation could help, please call Tamsin Rawlings at shire Hospice on ext 215 or tamsinrawlings@nottshospice.org 1

3 Supporting :Your Will shire Hospice Our participating solicitors give their time to take part in and support the care we give to patients. This is only possible through donations and so we ask you to make a donation to Notts Hospice in lieu of the solicitor s usual fee. Any donation, no matter how big or small, will make a difference to the people we care for however, as a guide, a basic Will would usually cost and a mirrored Will would cost How your donation could help 80could pay for a day s individually tailored care to a patient from health professionals in the relaxed and rehabilitative environment of our Day Therapy Centre. 140 could pay for overnight care to a patient in their own home giving family members a much needed rest knowing our nurse is there to help manage pain and keep their loved one comfortable. 250could provide emotional support for a patient and their family at one of the most difficult times of their life, as well as practical advice to help them live day to day. Every penny you donate will help our nurses and healthcare assistants care for people across shire who are living with life-limiting illnesses and ensure we are there to support their carers and loved ones. 2

4 Making Your Will with shire Hospice s Choose one of our participating solicitors (see page 5) and give them a call to book your appointment don t forget to quote Notts Hospice. Make a list of everything you own & is important to you and everything you owe we ve included a form in this pack for you to fill in before your appointment to make it a little easier. Decide who you would like to benefit from your legacy. Could you leave a gift to shire Hospice? Whatever you can give, your legacy can help secure the future of the care, compassion and comfort we give at the hospice and in the community. Choose an executor this is the person who will make sure all your wishes are carried out. If you have children under the age of 18, you ll need to plan for them too - what would you like them to have and who would you like to act as their guardian? 3

5 Frequently Asked Questions How does Work? Throughout March and October we run a Will making campaign to raise awareness of the importance of having an up to date Will and help raise funds for the hospice through donations and gifts in Wills. We have a network of supporting solicitors who offer the use of their basic Will writing services in return for a donation to the hospice, a gift in a Will or both. When booking your appointment with a participating solicitor please quote Notts Hospice to take part. I have a Will already and just want to make an amendment; can I do this during Make Your Will Month? Yes, just contact a participating solicitor after you ve read through the pack and inform them that you have a Will written and would like to add a codicil. It s a good idea to update your Will from time to time as your circumstances may change and you may change your wishes about what you would like to happen to your estate after your death. What if my Will is complicated? It is a good idea to discuss your Will with the solicitor to see if it falls under the scheme. Some Wills are complicated especially if there are trusts involved and therefore there may be an additional charge levied. Your solicitor will advise you on this. What happens if the solicitor of my choice is fully booked? There are a number of solicitors to choose from, some only offer a few appointments during March and October, there are others able to be more flexible. If you have any problems, then please contact Tamsin Rawlings on ext 215 or tamsinrawlings@nottshospice.org I am unable to get to a solicitor s office what do I do? Fidler and Pepper are offering home visits in the Mansfield and Sutton-in-Ashfield area. Some solicitors will also be taking appointments at our hospice on Woodborough Road,. I d like to make a Will, but I really don t know where to start! Come along to our free monthly drop-in clinics with Acton s solicitors. You can find details of the next clinic at or call Tamsin Rawlings at the hospice on ext

6 Participating Solicitors City Centre Bindiya Patel Actons Solicitors 20 Regent Street NG1 5BQ Tel: Dawn White DBS Law 40 The Ropewalk NG1 5EJ Tel: Jayne Smith 2 Kayes Walk Stoney Street The Lace Market NG1 1PZ Tel: Mapperley Heather Parker 956 Woodborough Road Mapperley NG3 5QS Tel: West Bridgford Claire de Ritter Clayton Mott Solicitors 27a Millicent Road West Bridgford NG2 7PZ Tel: Sarah Soo 52 Rectory Road West Bridgford NG2 6BU Tel: Arnold Alison Richardson Byron House 140 Front Street Arnold NG5 7EG Tel: Beeston Hannah Howe High Road Beeston NG9 2JT Tel: Long Eaton Rebecca Green 43 Market Place Long Eaton NG10 1JL Te l : Mansfield & Sutton-in-Ashfield Fidler and Pepper Mansfield Office Queen Street Mansfield shire NG18 1JN Fidler and Pepper Sutton Office 1 Low Street Sutton in Ashfield shire NG17 1DH To make an appointment or arrange a home visit with Fidler and Pepper, please call

7 Entitlement Voucher & Donation Form This form acts as your entitlement voucher to participate in. Please complete your details below and the donation form on the back and hand it to your chosen solicitor. Please note each person who is taking part must complete their details. Solicitor Firm Solicitor Name How did you hear about? Your Details Title Address Name Telephone Postcode I confirm that I have given permission for my solicitor to disclose to shire Hospice that I have left a gift in my Will: We d like to stay in touch! We would love to keep you updated about our work, and how your support is making a difference to people in shire with a life-limiting illness. This may include relevant news, invitations to events, or other ways you can get involved (we will not share your data and you can unsubscribe at any time). If you would like us to keep you up to date by please tick this box: If you would prefer us not to contact you again please tick this box: Your Details (mirrored will only - second person) Title Address Name Telephone Postcode I confirm that I have given permission for my solicitor to disclose to shire Hospice that I have left a gift in my Will: We d like to stay in touch! We would love to keep you updated via about our work, and how your support is making a difference to people in shire with a life-limiting illness. This may include relevant news, invitations to events, or other ways you can get involved (we will not share your data and you can unsubscribe at any time). If you would like us to keep you up to date by please tick this box: If you would prefer us not to contact you again please tick this box: Registered charity number:

8 Your Donation Any donation, no matter how big or small, will make a difference to the people we care for however, as a guide, a basic Will would usually cost and a mirrored Will would cost How your donation could help 80could pay for a day s individually tailored care to a patient from health professionals in the relaxed and rehabilitative environment of our Day Therapy Centre. 140 could pay for overnight care to a patient in their own home giving family members a much needed rest knowing our nurse is there to help manage pain and keep their loved one comfortable. 250could provide emotional support for a patient and their family at one of the most difficult times of their life, as well as practical advice to help them live day to day. My donation is I enclose a cash donation I enclose a cheque made payable to shire Hospice Please debit my card (details below) Cardholder name: Card type: Visa Mastercard Maestro Delta Solo Credit/Debit card number: Expiry date: Valid From: Security Code: Signature: Date: / / Signature I am a UK taxpayer and will pay tax on an amount equal to all my donations in this year. Please claim Gift Aid at 25% on all donations I make or have made to shire Hospice for the past 4 years until further notice. Date:

9 Estate Checklist Before you see your solicitor we would advise that you complete the following checklist so that you know the overall value of your estate and can get some ideas about the types of items you would like to leave in your Will. Everything I own (my assets) House Savings, cash, stock, and shares Insurance, policies, pension benefits Bank and building society accounts Furniture and household contents Jewellery and clothing Anything else of value TOTAL ASSETS Everything I owe (my liabilities) Mortgage, bank loan, HP agreements Credit card debts, other debts Tax Due TOTAL LIABILITIES You will also need to take one form of identification with you to the solicitors, such as: Full driving license Valid passport Utility bill Bank statement