Appointment times
Although our office hours are 10:00- 18:00 we endeavour to fit our availability around yours. This means that if conventional office hours do not work for you, we can always try and accommodate during evenings, weekends, and holidays.
Services
We offer a comprehensive selection of professional services as listed below. During our initial call, we will identify which of these services are most appropriate for your needs, this will help us understand how you wish to dispose of your estate and enable us to advise you how to make your last wishes effective, protected, and secure. Our different packages are aimed to fulfil the needs different estates, if you have any questions about which package is right for you, speak to us today or send an email to: info@myfortress.co.uk
Essentials
Appoint Executors
Up to 3 legacies
Residuary Estate divided for up to 2 beneficiaries
Legacies to Charity
Estate value <£325,000
Advanced
All of Essentials AND
Funeral wishes
Appoint Guardians
Provision for minors
Up to 2 Will Trusts
Explanatory notes for executor
Comprehensive
All of Essentials AND
IHT Advice
Lasting Power of Attorney advice + 40% fee reduction
Severance of Tenancy advice
Up to 5 Will Trusts
Letter of Wishes
*Couples’ (mirror) Wills are only appropriate where the terms of the Wills are similar. In cases where significant differences in
instruction are required, the cost will reflect 2x single Wills.
* Estates above £2,000,000 or requiring more than 5 Will Trusts may require a bespoke service. There may be other cases where
the complexity of the estate requirements demands more time for planning and consultation, in these cases a bespoke package
must be constructed. Work will not be commenced until a price is agreed.
Document Storage
My Fortress is partnered with The National Will Safe, which ensures your documents are stored in fireproof, waterproof safes. This service also allows for easy, quick and simple retrieval of your documents, without the worry of loss or damage. This is an optional service and does not affect the validity of any documents produced by My Fortress.
Please note that My Fortress does not provide professional attestation services, and that any documents produced will be delivered with detailed and document specific attestation instructions. If you do not confidently understand these instructions please contact your Will writer before signing your documents.
Document storage- £29.99 Per Annum per client £49.99 Per Annum for couples. This includes Will reviews and rewrites free of charge.
PAYMENT METHOD – Direct Debit, Debit cards, most credit cards (details of which will be attached to the invoice).
Make a will in 3 easy steps
Talk with an advisor on the phone
Discuss your options with a no commitment friendly telephone conversation.
Confirm your instructions
We will arrange a time suitable to you to confirm details and arrange a video call to take instruction for drafting.
Review, receive, and sign
Review the draft of your will, receive it via recorded mail, and sign it according to the attached attestation instructions.
