Making Your First Will
Put formal arrangements in place for the first time and make sure your wishes are recorded correctly.
Protecting your family, your property and your legacy.
Cardiff based • Supporting families across England & Wales
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Cardiff • Wills • Families • Property • Peace of Mind
Will Writing Cardiff
Put your wishes in writing clearly and give your
family greater certainty about what you want to
happen in the future.
Evans Legacy Planning provides Will writing services for individuals, couples and families in Cardiff and surrounding South Wales.
Whether this is your first Will, you are updating an older Will or your family and assets have become more complicated, we help you understand what your Will needs to cover.
Cardiff based Individuals & couples Parents & property owners
Cardiff Based Local Will-writing support
Plain English Understand what your Will does
Family Focused Built around your circumstances
Clear Fees Costs explained before proceeding
Payment Options Ask about current options
Why making a Will matters
A Will Gives You the Opportunity to Decide What Should Happen
A valid Will allows you to record how you want your estate dealt with after your death.
You can identify executors, beneficiaries and, where relevant, guardianship wishes and suitable Trust provisions.
If somebody dies without a valid Will, the intestacy rules determine how their estate is distributed rather than the wishes they might have expressed informally to family members.
Official GOV.UK Will guidance →Your Will Can Help You
Choose your executors
Identify who should inherit
Record specific gifts
Record guardianship wishes for children
Consider suitable Will Trust provisions
Give your family clearer instructions
Will writing services Cardiff
Will Planning for Different Stages of Life
The right Will depends on your family, assets and what you want to achieve.
Mirror Wills
Couples with broadly similar wishes may consider coordinated but separate Mirror Wills.
Wills for Parents
Consider guardianship wishes, children, inheritance and who should administer your estate.
Wills for Property Owners
Consider how the family home, rental property and other assets should fit into your wider estate plan.
Updating an Existing Will
Review whether an older Will still matches your current family, assets and wishes.
Advanced Will Planning
Blended families, businesses, Trusts and more substantial assets may require additional planning.
More than dividing assets
A Will Is About People as Much as Property
For many families, making a Will is not simply about deciding who gets the house or savings.
It can involve choosing trusted executors, considering younger children, deciding how beneficiaries should inherit and thinking about how your wishes fit alongside the rest of your estate planning.
Know what each document does
What a Will Does — and What It Does Not Replace
Your Will
Your Will primarily deals with what should happen after your death.
- Appoints executors
- Identifies beneficiaries
- Can record guardianship wishes
- Can contain suitable Trust provisions
- Deals with assets that pass through your estate
Wider Estate Planning
Other arrangements may deal with situations that a Will alone does not cover.
- Lasting Powers of Attorney
- Lifetime decision-making
- Trust planning
- Property ownership
- Business succession
- More complex family wealth planning
Cardiff families & individuals
Who Should Consider Making or Reviewing a Will?
Homeowners
Property is often one of the largest assets within an estate and deserves clear planning.
Parents
Parents often need to consider children, guardianship and how younger beneficiaries inherit.
Couples
Married couples, civil partners and long-term partners should understand how their estates would currently pass.
Landlords
Rental property can add additional inheritance and estate-administration considerations.
Business Owners
Company shares and business interests should be considered alongside the personal Will.
Blended Families
Second marriages and children from earlier relationships may require more careful planning.
Cardiff Will Checker
Is It Time to Make or Review Your Will?
Tick anything that applies to you. This is a simple discussion tool rather than legal advice.
Your result
Tick any relevant points above.
Clear and straightforward
Our Will Writing Process in Cardiff
Understand your circumstances first, then put the appropriate Will in place.
01
Family Legacy Review
Discuss your family, assets, existing arrangements and wishes.
02
Identify What Matters
Consider executors, beneficiaries, children, property and other concerns.
03
Explain Your Options
Understand whether straightforward or wider planning is appropriate.
04
Prepare & Review
Your Will is prepared around the agreed instructions and reviewed.
05
Signing Guidance
Follow the correct signing and witnessing process to execute the Will.
When a standard Will may not be enough
More Complex Will & Estate Planning
Some Cardiff families have circumstances that deserve more than a basic Will.
Where there is significant property, business ownership, second marriages, vulnerable beneficiaries or more substantial family wealth, the Will should be considered as part of a wider estate plan.
Property Portfolios Multiple properties and landlords may need
more detailed inheritance planning.
Business Ownership Business interests and shares can affect
both succession and personal estate planning.
Blended Families Different generations and relationships
can create competing inheritance priorities.
Vulnerable Beneficiaries Outright inheritance may not always
be the most suitable arrangement.
Larger Estates Property, investments and family wealth
may justify a joined-up review.
Keep your Will current
When Should You Review Your Will?
Marriage or Relationship Change Changes to personal relationships can affect existing planning.
Children New children or grandchildren may change your wishes.
Property Buying or selling significant property deserves review.
Business Starting, buying or selling a business can alter the estate.
Beneficiaries The people you want to inherit may have changed.
Executors Your original executors may no longer be appropriate.
Financial Position Significant changes to your wealth may justify review.
Time An older Will may simply no longer reflect your life.
Local Cardiff Will writing
Will Writing for Families Across Cardiff
Evans Legacy Planning is Cardiff based and provides Will-writing and wider estate-planning support for suitable clients throughout Cardiff and surrounding South Wales.
We help clients at different stages of life — from first-time Will makers and young families through to homeowners, landlords, business owners and families reviewing more complex inheritance plans.
Telephone and video appointments can also make it easier to begin your Will planning around work and family commitments.
View our Estate Planning Cardiff hub →Cardiff & Nearby Areas
Cardiff
Cardiff Bay
Canton & Pontcanna
Roath & Penylan
Whitchurch & North Cardiff
Caerphilly & surrounding areas
Newport & wider South Wales
£
Flexible ways to proceed
Ask About Finance & Payment Options
Ask the Evans Legacy Planning team about finance or flexible payment options currently available for suitable Will and estate-planning services.
Availability, eligibility and terms may vary. Details should be confirmed before proceeding. ★★★★★
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Read the latest independently published Evans Legacy Planning feedback on Trustpilot.
Continue your estate planning
Related Services for Cardiff Families
Will Writing Cardiff FAQs
Common Questions About Making a Will in Cardiff
Why should I make a Will?
A valid Will gives you the opportunity to
choose executors, identify beneficiaries and
record important wishes about what should happen
to your estate after death.
What happens if I die without a Will?
If you die without a valid Will, the intestacy
rules determine how qualifying parts of your
estate are distributed rather than relying on
informal wishes expressed to family members.
Can unmarried partners automatically inherit?
Unmarried partners do not have the same automatic
rights under the intestacy rules as spouses or
civil partners, which is one reason Will planning
can be particularly important for unmarried couples.
Can I choose guardians for my children in my Will?
Parents can use their Will to record appropriate
guardianship appointments or wishes for children,
although the wider circumstances must still be considered.
What are Mirror Wills?
Mirror Wills are two separate Wills with broadly
similar provisions. They are commonly considered
by married couples, civil partners and long-term partners.
Do I need a solicitor to make a Will?
There is no general legal requirement to use a
solicitor to write a Will, but the Will must meet
the relevant legal requirements and be executed correctly.
More complex circumstances can justify specialist advice.
Can a Will include a Trust?
Yes. Certain Trust arrangements can be created
through Will provisions where this is appropriate
for the family and assets involved.
How often should I review my Will?
There is no single fixed interval suitable for
everyone. It is sensible to review your Will
after major changes involving relationships,
children, property, finances, businesses,
executors or beneficiaries.
Do I need an LPA if I already have a Will?
They perform different roles. A Will primarily
deals with your estate after death, while a
Lasting Power of Attorney can give selected
people authority to make certain decisions
during your lifetime.
Can Evans Legacy Planning help with more complex estates?
Yes. Property portfolios, business ownership,
blended families, vulnerable beneficiaries and
more substantial estates may be suitable for a
wider Advanced Family Legacy Planning review.
Can Will appointments be carried out remotely?
Telephone and video appointments can be used
for suitable planning discussions. The correct
Will signing and witnessing requirements still
need to be followed.
Do you only provide Will writing in Cardiff?
No. Evans Legacy Planning is Cardiff based
and supports suitable clients throughout
South Wales and wider England and Wales.
Complimentary Family Legacy Review
Ready to Put Your Will in Place?
Start with a straightforward conversation about your family, property and wishes. We can help you understand whether you need a simple Will or whether wider estate planning deserves consideration.