For many people, the prospect of writing a Will can be a daunting process.

This can be exacerbated when faced with multiple options and a hierarchy of fees, as it can be difficult to know which option is right for your needs – often a reason to put off writing a Will.  In order to combat this, James McKenzie have simplified our offering into two distinct services, with clear guidance as to what is included under each option. We also work on a fixed fee basis, so irrespective of the time taken to complete the process, or the number of clauses required in the Wills, there are no hidden extras. Furthermore, we do not appoint ourselves as Executors which can you save thousands of dollars in unnecessary legal fees after death. We offer two levels of service under our Will writing proposition – Standard and Advanced.

Standard Service

The Standard Service includes the appointment of multiple levels of Executors, Trustees and Guardians, the distribution of assets through legacy gifts and residual beneficiaries and the inclusion of funeral wishes. This service is recommended for those who have a modest net worth and would like to leave all their assets outright to their surviving spouse/partner, children (in trust up to age 25) or other family and friends or charities.

Advanced Service

The Advanced Service includes all the above with more complex trust structures which are designed to give greater protection over your assets for your beneficiaries. This service is suitable in a variety of circumstances, especially for those who wish to protect their assets for their children against a future re-marriage, for those with a larger estate, or for those with children from more than one relationship.

Single, Mirror / Joint

Both levels of service are available on an individual (Single) or Mirror / Joint basis, preparing Wills for two people.  The Wills do not need to be identical. Each person will have their own Will at the end of the process.

HR Benefit

James McKenzie’s Will Writing service is most usually on offer through your HR Benefits Platform at work. We offer our services via Benefits Platforms to over 160 corporate clients.