Most weeks we get a sad call in the office asking what to do when someone dies. Losing a loved family member or friend is something so hard. It’s such a difficult time, and many of us have little experience of what happens next. This is by no means a comprehensive guide. But here are […]
Andrea writes about trusts in Wills, something many of her clients consider to give added protection for those they love. When I was first learning about Trusts as a new Will Writer, we got to the section on Trusts in Wills and I thought ‘here we go, this is going to be really complicated!’. Now
On 1 March 2019, I launched this little company and this year we have just celebrated 5 years of Morecambe Bay Wills! In that time, we have grown in size and stature, we’ve recruited a wonderful local team and we’ve provided amazing services to our clients. Here is a little overview of where we’ve come
Community is at the heart of everything we do! And charity is one of our 3 core values! As part of our commitment to that, we donate a percentage of our fees to our chosen charities. Here is a little bit more about who they, and why we do this. When I set up Morecambe
Our new office! On 5th February, the Morecambe Bay Wills team moved into their new office. Bigger, brighter and better! Our new office in the beautiful historic Gatehouse at White Cross in Lancaster is larger than our old offices in another of the estate’s buildings. And much easier to find too! As we get used
Morecambe Bay Wills & Estates Limited acquires Kendal Wills and Lancaster Wills! You may have read in the local press or on our social media about our recent expansion. Well, what’s it all about and why is it important to our team and our local community? When I founded Morecambe Bay Wills, I intended for
So you’ve decided you need a Will or Power of Attorney, and are wondering what is the next step. Freddie on Facebook, or Dave down the pub, have told you that you can do it yourself. “It’s easy”, “Nothing to it”, “Get a kit”, “all you do is …”. So why should you use a
We have a new Office Manager! Sue Beninson has been with us for six months as Senior Administrator and has just been promoted to Office Manager! What is the new Office Manager role? In her new role, Sue will take full responsibility for smooth running of our processes and for the Administration Team as we
Lasting Powers of Attorney, or LPAs. You’ve decided to do them, so what do you need to do before you see us? Preparing for your LPA appointment isn’t something to worry about. Lots of clients ask us what they need to do or think about in advance. We send out a “What to Consider” pack
At this time of year, it’s usual to look back on the year that’s passed and on to the following one. So, I decided to do exactly that! Look back at our challenges, successes, and achievements in 2023 and spend a little time looking forward to 2024. What happened in 2023? Before we get ahead
