Don't leave it too late to write a will!

Local Professional Will Writing Service in Kendal & South Lakes. Specialists in writing Wills, Lasting Powers of Attorney, Probate and Trusts in Cumbria, South Lakes and North Lancashire.

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Our Services

At Kendal Wills we aim to make sure you understand fully any advice and recommendations before you proceed.

Advice after Marriage or Divorce

Second Marriage? Getting Divorced? Getting Married for the First Time? If you are getting married, this is a good time to think about making a Will and who your assets should go to. Typically, y...

Introducers

At Kendal Wills we specialise in dealing with other professionals such as Accountants and Independent Financial Advisers. “I have introduced Paul to clients who have required advice on wills and prob...

Estate Administration

If you are in the unfortunate position of having a death in the family, one of the last things on your mind will be registering probate or letters of administration, and the paperwork which goes with...

Lasting Powers of Attorney

There comes a time in life, when you may want others to make decisions you would previously have made yourself. There are two types of Lifetime or Lasting Power of Attorney, one relates to your proper...

Funeral Planning Form – FREE Download

Enter your details below to download our FREE funeral planning form.

Our Blogs

A selection of articles which have appeared in our quarterly newsletter on the subject of Wills, Lasting Powers of Attorney, Probate and Trusts.

How Can I Look After My Adult Children And My New Family?

When writing Wills for people, we often get clients who have been previously married, and they may have “older” children from that relationship, and now, they have a new partner or spouse, and pos...

I Am Getting Divorced, Should I Make a New Will?

People assume, if they are splitting up from a spouse, they urgently need to re-write their Will. Often, they want to leave out the former partner, and benefit their children or even a new partner...

Why Are Lasting Powers of Attorneys Important?

When talking to clients about Lasting Powers of Attorneys, I get a mixed reaction. Some people agree they should have them, others are more unsure. I have just jotted down a few points for conside...

I Want to Help My Children Financially, Can I Do This, Or Do I Need to Keep My Money, In Case I Need Care?

This is a complicated subject. However, there are a number of points to consider. Firstly, if you require long term care, either in your own home, or in a care home, you are expected to pay for su...

Can You Make Your Own Will?

Well, the simple answer is yes. It is important however, that the document is well prepared, and executed correctly, by that, we mean signed, with two witnesses present. If you try and write your o...

It’s Such a Good Idea, Everybody is Doing It

This was said to me about “Severance of tenancy” of your house. This is where the ownership is changed legally from “Joint ownership” to “Joint tenants in common”. This means the house owners, nor...

Make Sure You Can Trust The Attorneys You Appoint

Reading in our local paper this week, is a true story, of an old lady who suffered with dementia and went into care. She appointed her brother, then in his seventies, to deal with her financial affai...

Don’t My Children Get Everything Anyway?

I recently saw a letter to a newspaper from a widowed gentleman with three adult daughters. He asked whether he needed to do a will, as he wanted all of his property to be divided simply equally betwe...

What Is Deliberate Deprivation

Many of us know someone who has sadly gone into a care home, and that care can be expensive. Equally, many people consider signing ownership of their house over to their children as a way to avoid car...

Tomorrow Might Be Too Late To Do Your Lasting Power of Attorney

At Kendal Wills, we are sometimes contacted by people, wanting to set up Lasting Power of Attorneys (also known as LPAs) for relatives who have lost mental capacity. However, unfortunately, by then it...

CAN I GIFT MY HOUSE IN MY WILL?

This may sound like an obvious question. Assuming you own your own home, with no mortgage on it, can you gift it to a family member or friend? Legally, you can, but your circumstances may have changed...

WHAT CAN GO WRONG WHEN WRITING A WILL

HERE ARE A FEW COMMON PROBLEMS! 1) A person writes a Will which is right at the time. Sadly, they then lose mental capacity. This could mean a move into a care home, which can render the Will out of ...

WHY IS MENTAL CAPACITY IMPORTANT WHEN WRITING A WILL?

A newspaper recently printed a letter about a reader’s 80-year-old father, who wanted to make his Will but had been diagnosed with early-stage Alzheimer’s. For obvious reasons, only someone with suff...

WHO INHERITS IF I DIE WITHOUT A WILL?

One of the common reasons for married people in particular not making a will, is the belief that “My husband/wife gets everything anyway”. However, this is not necessarily true. The laws of intesta...

WHY YOU MIGHT MAKE CHARITABLE GIFTS IN YOUR WILL?

From experience writing Wills I have found two types of situation where people might want to benefit a charity in their Will. I have detailed these below: 1) People with little or no family. We all...

THINKING OF WRITING A WILL, PLEASE DON’T LEAVE IT TOO LATE!

Making a Will is best done with full mental capacity, when in good health. We have all seen films where people make a Will when very old or ill, often on their death bed, but that is Hollywood not Ken...

WHY WOULD YOU BUY YOUR FUNERAL PLAN BEFORE YOU DIE?

This is a good question. Below I have given five of the reasons: 1) You get to decide yourself exactly what you want by giving your instructions. 2) Funerals tend to be cheaper when bought before ...

IF I HAVE AN ENDURING POWER OF ATTORNEY, DO I NEED TO TAKE OUT LASTING POWERS OF ATTORNEY?

This is a question people often ask. It might help to consider the history of these documents and what they do. Enduring Powers of Attorney’s have been around for a long time. They are a legal docu...

CAN I BE FORCED OUT OF MY HOUSE?

Brian writes. “Sadly, my partner of 30 years has recently died. We owned our bungalow tenants in common as we both put money in for the deposit when we bought it. Unknown to me, my partner had made a ...

WHOM SHOULD I APPOINT AS GUARDIANS FOR MY CHILDREN?

One of the main motivations for parents of young children to write a will, is to ensure their children are brought up by the right people if the worst happens. There are many factors to consider. L...

WHAT IS THE MOST POPULAR MUSIC FOR A FUNERAL?

When writing Wills, it is not unusual to give details of music you would like. Traditionally, this might have been hymns that could have been sung to a piano or organ, but as most people don’t seem to...

WHY SHOULD I CREATE A LASTING POWER OF ATTORNEY?

Lasting Power of Attorney (LPA) is a process whereby a person (the ‘donor’) with mental capacity, gives authority for a trusted person/s (‘attorney/s’) to make decisions on their behalf if and when th...

New On-line Will Instruction Form

At Kendal Wills, we have further enhanced our service to help protect you and our staff during the pandemic. For those customers who want to instruct us to write a Will, but understandably, wish to mi...

IS IT ALWAYS RIGHT TO FIGHT A LEGAL CASE WHERE A CLOSE FAMILY MEMBER IS DISINHERITED?

IS IT ALWAYS RIGHT TO FIGHT A LEGAL CASE WHERE A CLOSE FAMILY MEMBER IS DISINHERITED? The Daily Mail reported recently the case of Brian Cole, who committed suicide in August 2013, over 6 years ago. ...

SHOULD I CHANGE MY WILL IF MY PARTNER GOES INTO CARE?

SHOULD I CHANGE MY WILL IF MY PARTNER GOES INTO CARE? Many of us have simple “Mirror Wills” and a jointly owned house, and maybe if we are lucky some savings. What should I do if my partner starts t...

CAN I MAKE A WILL DURING LOCKDOWN?

CAN I MAKE A WILL DURING LOCKDOWN? Many readers will be asking, is it possible to write a Will in the current situation with the Coronavirus? Well it is a good question to ask, and there isn’t a s...

Should I mention my dog in my Will?

Should I mention my dog in my Will? Reading in a popular paper recently, it explained a sad situation, where an old person had died, with no close family, but a dog. Sadly, the police had ente...

Can I still make a Will after Lockdown?

Can I still make a Will after Lockdown? Many readers will be asking, is it possible to write a Will in the current situation with the Coronavirus? Well it is a good question to ask, and there isn’...

Situation with Mother-in-Law Living in the House

A client told me about a situation some friends are in. It would appear, it is not totally unique, and talking to others, the situation may be on the increase. I have listed below some of the commo...

Can I and My Wife Transfer Our House to Our Children to Reduce Inheritance Tax?

Reading in a popular newspaper a reader had written in asking this question. The article made the point, that the reader would need to make sure they were legally protected, and could remain in...

What Can I Do If I Have an Inheritance Tax Liability?

Inheritance tax has been described as a voluntary tax. It is true if you are wealthy, and you give your assets away, well in advance of dying, you might be able to avoid it. Sadly, many of us don’...

Why is Mental Capacity Important When Making a Will?

The majority of Wills written shouldn’t create a problem when the person making the Will, the testator dies. Most are perfectly fair, leaving everything to a spouse, and failing that the children...

WHY WOULD YOU BUY YOUR FUNERAL PLAN IN ADVANCE?

That is a good question. Surely, you must have better things to spend your money on! If you have plenty of money, and close family, you might think they can sort everything out after your day. It i...

BE CAREFUL WITH LOW PRICE INTERNET WILLS

When buying anything, there is typically a normal price you might expect to pay. If you are offered something much cheaper, there is generally a good reason why. For example, it could be a piece of f...

IF I HAVE AN ENDURING POWER OF ATTORNEY SHOULD I TAKE OUT A NEW LASTING POWER OF ATTORNEY?

Although “Lasting Powers of Attorneys” have been around for 12 years now, there are still lots of people with the older “Enduring Powers of Attorneys”. Questions can arise about these, and the differe...

HAVE YOU THOUGHT ABOUT MUSIC FOR YOUR FUNERAL?

When writing a Will, it is a good time to think about your funeral. The obvious questions arise, whether you would like to be buried or cremated, and where. It is also wise to think about the practica...

DO CHILDREN STILL BENEFIT IF THEY ARE ADOPTED AND THEIR BIOLOGICAL PARENTS DIE AND THERE IS NO WILL?

When it comes to Wills, it gets more complicated when children are put up for adoption, or adopted by a new parent. A further complication is the situation where there is no Will, and we need to consi...

MY HUSBAND WON’T MAKE A WILL, WHAT SHOULD I DO?

Last week I had a meeting with a lady who was very concerned her husband won’t make a Will. Their situation was not uncommon. They are in their 50’s, and both have grown up children from previous marr...

DO A MARRIED COUPLE NEED A WILL?

If a couple are married, and don’t have Wills, it is often assumed that on death, everything will pass to each other. Some people may say for this reason, they don’t need a Will. So let’s consider ...

THINKING ABOUT EQUITY RELEASE

If you are reaching retirement age, or already retired, it may seem like a great idea to draw capital or income from your home, especially if you are struggling financially. Some lenders talk abou...

WILLS FOR COUPLES IN SECOND MARRIAGES

You might ask, how do you write your Will, if you have been married or in a relationship before, and have children? Some readers may not be aware, that if you have simple “mirror” Wills, leavin...

HOW OUR SERVICE OPERATES – 7 STAGES

New customers are quite rightly often unsure how our service operates. Below I have given insight into our service and highlighted a few points you may find helpful: 1) Firstly we make an appoi...

CAN YOU AVOID PAYING CARE FEES?

The problem of who pays for long term care isn’t going to go away. This can mean care in your own home, or care in rest home or nursing home. With an ageing population the potential cost of pro...

WHAT HAPPENS WHEN A SOLE DIRECTOR OF A LIMITED COMPANY DIES?

There are around 5.7 million small limited companies operating in the UK. These businesses employ over 16 million people. Of the limited companies, in 2017, 60% are “Sole Proprietorships” meaning ...

ARE YOU A TRUSTEE IN A WILL AND UNSURE OF YOUR OBLIGATIONS?

If ever you read a Will, it is quite common for it to say something like “I leave my residual estate to my son John; but if he should fail to survive me the gift should be shared equally between h...

IS IT RIGHT TO ALWAYS BE “FAIR” TO ALL CHILDREN WHEN WRITING YOUR WILL?

Reading in the Daily Telegraph recently, it gave details of the Will of the mother of Chris Evans, who sadly passed away recently, leaving an estate of around £130,000. Mrs Evans had left her esta...

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What our Clients Say

We are always delighted to receive feedback from our clients. Here are some recent testimonials we have received.

The Will is just plain and simply what I wanted it to be.

JD, Kendal

Mr Paul Rodman has provided an excellent service, which we would gladly and highly recommend. We found Mr Rodman to be very approachable...

Mr & Mrs Bond, Holme Carnforth

“Mr Rodman was so easy to talk to, very understanding and I felt I had all the time I needed to discuss with him making my Will, I never fel...

Mrs J F, Kendal

“We found Mr Rodman very helpful in a difficult situation.”

PB, Endmoor, Cumbria

“A great personal service.”

GA, West Cumbria

“We were impressed by your patience and understanding.”

CC Sedbergh, Cumbria

“My partner and I needed to update our Will due to a change of circumstances. We choose Paul Rodman of Kendal Wills to do this. The old Join...

RP, Carnforth, Lancashire

“My wife and I asked Paul to assist us in creating our Wills. Perhaps not the most straightforward of Wills. I am a company director and lan...

Steve & Diane, Bare, Morecambe

“I recently asked Paul Rodman from Kendal Wills to review my existing will and to create a new one, as my current circumstances had changed....

Mark, Bolton le Sands