Meet the Other Phone. Only the apps you allow.

Meet the Other Phone.
Only the apps you allow.

Buy now

Please or to access all these features

Money matters

Find financial and money-saving discussions including debt and pension chat on our Money forum. If you're looking for ways to make your money to go further, sign up to our Moneysaver emails here.

Beginners' guide to wills, probate etc?

26 replies

Saracen · 02/11/2025 22:19

DH and I need to sort out wills. I'd also like to ensure that we arrange our finances in such a way as to make life simpler for our executors, so it would be good to learn what happens after a death.

Where do I start? Can anyone recommend a website or book? I'd rather educate myself first and only have a short list of questions to check with the solicitor, rather than paying them to lead me along by the nose!

OP posts:
Saracen · 04/11/2025 14:51

Badbadbunny · 03/11/2025 11:10

I second this suggestion. STEP advisors are more specialised in terms of estates, executorships, inheritance tax, etc. They tend to be far better at dealing with wills etc than general solicitors as they've done more training/exams in estates and usually spend more working time specialising in estates.

Thank you! STEP looks like a good place to look for someone to sort a will, especially since I may at some point want to create a trust too.

OP posts:
New posts on this thread. Refresh page
Swipe left for the next trending thread