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Not happy with will writer

4 replies

jclm · 27/01/2025 23:49

We asked a will writer (also a financial advisor) who came highly recommended to assist with writing our Power of Attorney documents. This part of his work has been very good.

The will writer also wrote a new will for us - we now want the house to be held as tenants in common - which he said required a new will. Fair enough. The problem is that our previous will was written by a specialist solicitor and included details of our son's Trust (a Discretionary Trust, as our son is severely disabled). This will writer misunderstood what I told him, initially, and has written the first draft of the new will to include a Disabled Person's Trust. I have spent a day reviewing this new will and I feel that the will writer does not know what he is doing in relation to the will's reference to the Discretionary Trust.

Our worry is that we will have to pay this will writer his fee of £500 for a will that is wrong. Under his T and C's, we should have paid him within 14 days of being sent the draft will, or should have told him that we were not happy with his service. Unfortunately I didn't get around to reviewing the document within 14 days due to the Christmas holidays, and the fact that I needed a full day of quiet to try to understand the complexities. The will writer sounds like he will redraft the will, but I have lost faith in his abilities.

Any advice, please? I am wondering whether we should just return to the previous solicitor to get the new will done, but then we will have to pay double...

OP posts:
KittenPause · 28/01/2025 03:52

Why on earth would you use a Financial advisor and not your previous solicitor to write up what is a complex will

I don't get it

jclm · 28/01/2025 07:18

Yes, daft I know, but I was rushing to get the Power of Attorney written (my husband has early onset dementia) and this will writer seemed to know what he was doing... Should I proceed with him, and pay the £500 and then get the solicitor to review what he has written? Or say that we don't want t to proceed with the will and hope he allows us not to pay!

OP posts:
GOODCAT · 28/01/2025 07:21

No get a solicitor to do this.

KittenPause · 28/01/2025 13:22

Honestly get the first solicitor you used to redo it to your specifications

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