Making a will, should I use a will writer or a solicitor?

[oldman]

But I do now own some stocks and bonds, some in relatively easily sold funds and some very illiquid, some in pension wrappers some in the Lifetime ISA. Some are even on crowdcube and Republic, where very low stakes were invested over the pandemic because they qualified for tax relief under EIS and SEIS schemes.

In your case it is not so much the distribution of the loot as the executor's job of valuing and collecting it. There are pitfalls with illiquid assets and no doubt ways of mitigating them. Some advice and a well drawn-up will are desirable.

 

[Ivor]

Long story short a local Hospice I have supported of late I went their route for the free will writing months (Sept & Oct) which in reality isn’t free as you donate to the Hospice their set fee which including admin cost was £268, once payment made they send you three local solicitors who have signed up (two not so local)

I have called all three to be told all slots gone with one saying “you should have checked before paying” but unless you paid you couldn’t get the three suggested solicitors who had agreed with the Hospice their services.

Other charities have this ‘offer’ & I am sure potential clients have at times encountered the same issue. I have now emailed the admin dept at the Hospice to see what is what.

 

[Starmill]

In your case it is not so much the distribution of the loot as the executor's job of valuing and collecting it. There are pitfalls with illiquid assets and no doubt ways of mitigating them. Some advice and a well drawn-up will are desirable.

Yes. I think you're exactly right there.