Steve Green, Will Writer and Chartered Legal Executive

Steve Green, Will Writer and Chartered Legal Executive The preparation of Wills, Lasting Powers of Attorney and Funeral Plans in the comfort of your own home and at a time to suit you.

Having begun writing Wills in 1981 when I began my career in the law working for Solicitors in Poole as a Wills, Probate and Trusts Legal Executive I have since had a varied career inside and outside of the legal profession. I currently work part time for a Somerset firm of Solicitors and part time for myself as SMG Wills.

Making a Will is the only way to ensure that your wishes are carried out after your death.  Not making a Will can cause ...
20/01/2026

Making a Will is the only way to ensure that your wishes are carried out after your death. Not making a Will can cause serious problems and expense for your family and loved ones at a time when they are grieving and can lead to upsetting family disputes.

In a Will you can appoint Guardians for your children and appoint Executors you know and trust. If you have vulnerable children or dependents, you can create Trusts to help protect them financially when you are gone.

With blended families being far more common it is important to ensure that your property is inherited by those you intend to receive it. Unmarried couples and stepchildren have no automatic inheritance rights so the only way of providing for them is with a valid Will.

Concerned about Care Home fees? There are still ways you can reduce such liabilities by using a carefully drafted Will.

Lasting Powers of Attorney (LPAs).
LPAs allow someone (Your Attorneys) to act for you and make decisions on your behalf, and in your best interests, if you should lose the mental capacity to make decisions yourself due to a stroke, head injury, serious illness or dementia.

Without LPAs, if you lose capacity to manage your own affairs no one, not even spouses, children or partners would have the legal authority to act on your behalf. An application would then need to be made to the Court of Protection which is both expensive and can take more than a year to conclude. In the meantime, an already bad situation would be made considerably worse as no decisions could be made. No one would have access to your money to pay bills or run a business, even joint bank accounts may be frozen.

LPAs are best looked at as insurance; you hope they will never be needed but if they are needed, they are worth their weighty in gold! With registered LPAs in place, your chosen Attorneys will immediately be able to step in and help if anything occurs to make them necessary.

I am based just outside Templecombe and have years of experience and as a Chartered Legal Executive and Member of the Society of Will Writers you can use my services with confidence. What is more, I will visit you in your own home to take your instructions at a time to suit you. Working from home I don’t have the same overheads as High Street Solicitors and therefore my charges are generally much lower.

Tel: 07800 579323 for an appointment or email [email protected]

I would like to wish all my clients, past and present a very Happy New Year!If you haven't used my services yet and woul...
05/01/2026

I would like to wish all my clients, past and present a very Happy New Year!
If you haven't used my services yet and would like to make an appointment to discuss your new Will or Lasting Powers of Attorney, please get in touch on 07800 579323.
I would be pleased to call and see you in the comfort of your home at a time to suit you, to take your instructions and discuss your needs. I work on a fixed fee basis and my charges are usually very reasonable compared with some High Street Solicitors.

I would like to wish all my clients, past and present, a very Happy Christmas and a peaceful, healthy and joyous New Yea...
16/12/2025

I would like to wish all my clients, past and present, a very Happy Christmas and a peaceful, healthy and joyous New Year.

If you haven't yet made a Will or are considering making Lasting Powers of Attorney I would be pleased to hear from you. I offer a professional and personal service with all interviews conducted in the comfort of your own home at a time to suit you. Why not make an appointment for the New Year!

Tel: 07800 579323 or email [email protected]

A person who dies without leaving a Will is said to have died Intestate.  The property of an intestate person is distrib...
09/09/2025

A person who dies without leaving a Will is said to have died Intestate. The property of an intestate person is distributed according to rules set out in the law, which might not be what the person intended or would have wanted. The only way to avoid this is to have a valid Will.

Without a Will the administration of a person's estate can be more complicated and often is more expensive and time consuming. There is far more scope for family disagreement and injustices which often cause a great deal of stress and contention. These complications can be reduced by making a valid Will using the services of a professional Will writer.

Often unknown is the fact that unmarried partners and stepchildren do not inherit when a person dies intestate, even if they have been living with each other for decades or have been brought up by the deceased as his or her own children. This unintended injustice can be avoided by having a valid Will.

Whatever your circumstances, having a valid Will is the most responsible and caring thing to can do and ensures that your wishes are carried out when you die.

Some people decide to cut corners and make their own Will or use a cheap online service to make their Wills. This is understandable but in my years of experience I have come across many such Wills that are either invalid or do not achieve what was intended due to a poor understanding of the law or inaccuracies. In the long run it usually pays to use a professional. You may pay a little more initially but could save your estate considerable expense and distress in the future.

To book a home visit with a fixed price quote please contact me, Steve Green on 07800 579323 or email [email protected]

WHY MAKE A WILL?The only way to ensure that your wishes are carried out after your death is to make a Will.Here are some...
19/08/2025

WHY MAKE A WILL?

The only way to ensure that your wishes are carried out after your death is to make a Will.
Here are some of the reasons why. Maybe you fit into one of these categories? If so, I would be pleased to help.

1.Are you married or thinking of getting married?
Don’t assume that your spouse will inherit everything when you die. If you don’t have a Will your estate will be distributed according to the Law of Intestacy and potentially not everything would go to your spouse. If you are unmarried, but living with your partner then your partner would receive nothing unless you have made a Will providing for them.

2. Do you have children under 18 years old.
Who would take responsibility for them if you were to die? In your Will you can appoint Guardians of your choice to look after them. If you don’t do this, you have no say in who takes care of them and ultimately this will be a decision for the Courts.

3. Do you have children of a former marriage or step children?
In order to properly provide for your new spouse and at the same time ensure that your estate passes eventually to your own natural children, you must make a Will. Otherwise, potentially your children could be disinherited in the future. Similarly, if you want to benefit step-children then you must have a Will as step-children do not inherit on intestacy.

4. Do you have a vulnerable child or adult in the family who depends on you?
The only way to protect that vulnerable person from others and from themselves and ensure that any means tested benefits they are entitled to are not lost, is to make a Will.

5. Are you concerned about Care Home fees?
By making a Will incorporating a suitable Trust you can protect a part of your estate from Care fees and ensure that your children or other beneficiaries benefit.

6. Do you have particular family heirlooms you want to pass down?
The only way to ensure that particular friends or relatives receive specific items after you’ve gone is to make a Will.

7. Do you want to give to Charity?
Only by making a Will can you benefit the charity you’ve supported during your lifetime. Not only is this a worthwhile thing to do it is also highly tax efficient.

These are just a few reasons for making a Will. Even if you don’t have any of these concerns, it remains the case that the only way to ensure that your wishes are carried out after your death is to make a Will.
It is a caring thing to do and brings peace of mind once it is done, knowing that you have sorted things out in advance and your loved ones do not have to sort out a mess once you’ve gone. Compared with the expense of sorting things out after you die if there is no Will, the cost now of making a Will is very small. I work on a fixed fee and visit you in your home as standard.

Please contact me on 07800 579323 or email [email protected] for a fixed price quote and an appointment.

Whether you are young or old, rich or not so rich, leaving a Will,  prepared properly by a professional is possibly the ...
20/05/2025

Whether you are young or old, rich or not so rich, leaving a Will, prepared properly by a professional is possibly the most caring and sensible thing to can do to ensure that when you die your affairs are left in good order and there is no uncertainty about your wishes and intentions, that could possibly lead to disputes or unnecessary upset when you have gone.

Using an experienced and qualified Will writer makes the process simple and it needn't cost the earth. Yes, you can make your own Will or use a cheap online service but the old adage "you get what you pay for" is often true when it comes to making a Will. Far better to pay a little more and get peace of mind knowing that you have been properly advised and your Will does what you need it to.

If you would like to discuss making your Will please contact me for a fixed price quotation and an appointment for instructions to be taken in the comfort of your own home.

I can also help with Lasting Powers of Attorney.

[email protected] 07800579323

If you want the peace of mind that comes from having a  Will professionally written then be sure to have your Will prepa...
08/04/2025

If you want the peace of mind that comes from having a Will professionally written then be sure to have your Will prepared by someone qualified and experienced in writing Wills.

Not all so called Will writers are qualified or covered by a professional body with a code of conduct and rigorous standards.

There are many online services offering a Will at knock down prices or even for free. These services are often not as cheap as they first appear and as you don't know who you are dealing with you cannot be sure that the Will is being written by someone qualified to do so. The old adage, "you get what you pay for" is often true when it comes to Will writers and with cheaper services you don't always receive all the advice you need and are not asked the searching questions that are necessary to ensure that your Will is fit for purpose.

I am a Chartered Legal Executive and a member of the Society of Will Writers. I have received extensive training over many years and have to comply with the codes of conduct of two professional bodies and carry out continuous professional training. You can therefore use my services with complete confidence.

My charges are reasonable and reflect the service offered. Yes, you can make a Will cheaper but you may sacrifice peace of mind and if the Will isn't prepared properly the cost to your estate in the long run may be considerably more than you are expecting, as rectifying errors can be costly both financially and emotionally for those you leave behind.

And finally, I am genuinely local and visit you in your home. I'm not based in a different part of the country and you won't need to go through a call centre to contact me. I give an individual and personal service.

So please contact me to book an appointment or obtain a fixed price quote. Tel: 07800 579323 or email [email protected]

WHO SHOULD MAKE A WILL?Admittedly not everyone needs to make a Will but many of us do, and here are some of the reasons ...
01/04/2025

WHO SHOULD MAKE A WILL?

Admittedly not everyone needs to make a Will but many of us do, and here are some of the reasons why. Maybe you fit into one of these categories? If so, I would be pleased to help.

1. Do you have children under 18 years old.
Who would take responsibility for them if you were to die? In your Will you can appoint Guardians of your choice to look after them. If you don’t do this, you have no say in who takes care of them and ultimately this will be a decision for the Courts.

2. Are you married?
Don’t assume that your spouse will inherit everything when you die. If you don’t have a Will your estate will be distributed according to the Law of Intestacy and potentially not everything would go to your spouse. If you are unmarried, but living with your partner then your partner would receive NOTHING unless you have made a Will providing for them.

3. Do you have children of a former marriage?
In order to properly provide for your new spouse and at the same time ensure that your estate passes eventually to your own natural children, you must make a Will. Otherwise, potentially your children could be disinherited in the future.

4. Do you have a vulnerable child or adult in the family who depends on you?
The only way to protect that vulnerable person from others and from themselves and ensure that any means tested benefits they are entitled to are not lost, is to make a Will.

5. Are you concerned about Care Home fees?
By making a Will incorporating a suitable Trust you can protect a part of your estate from Care fees and ensure that your children or other beneficiaries benefit.

6. Do you have particular family heirlooms you want to pass down?
The only way to ensure that particular friends or relatives receive specific items after you’ve gone is to make a Will.

7. Do you want to give to Charity?
Only by making a Will can you benefit the charity you’ve supported during your lifetime. Not only is this a worthwhile thing to do it is also highly tax efficient.

These are just a few reasons for making a Will. Even if you don’t have any of these concerns, it remains the case that the only way to ensure that your wishes are carried out after your death is to make a Will.
It is a caring thing to do and brings peace of mind once it is done, knowing that you have sorted things out in advance and your loved ones do not have to sort out a mess once you’ve gone.

Please contact me on 07800 579323 or email [email protected] for a fixed price quote.

When you entrust the job of writing your Will to someone it’s important to know a little bit about them so you can be co...
11/03/2025

When you entrust the job of writing your Will to someone it’s important to know a little bit about them so you can be confident they’ll do a good job and give you value for money.

Why use a Professional Will writer when you can do a cheap Will on line or get a form from W.H.Smiths? You might save a little money in the short term but you'll get very little advice (if any!) and what you end up with, may not be what you actually need. It may even end up costing your family considerably more when you’ve gone, sorting out problems and disputes created by a poorly drafted Will that doesn’t fit your circumstances.
So, why use my services? How can you be confident I’ll give you a first class service you can depend on?

I am a Chartered Legal Executive (Google it if you don’t know what one is) and a member of the Society of Will Writers. I first started writing Wills almost 40 years ago! and have spent many years employed by firms of Solicitors in Dorset, Somerset and Yorkshire, managing their Wills and Probate departments.

I offer a professional Will writing service in the comfort of your own home. I can also offer remote video interviews for those outside of the local area. I can make Wills for anyone anywhere in the country but particularly like meeting clients face to face in their homes where they are most relaxed.

Working from home, I don’t have the same overheads as High Street Solicitors. So I am significantly cheaper than most Solicitors but without compromising on expertise and service.

As well as Wills I can also prepare Lasting Powers of Attorney.

So, if I can help you please message me or call on 07800 579323 or email [email protected] for further information and a fixed fee quote.

WHY MAKE A WILL?The only way to ensure that your wishes are carried out after your death is to make a Will.Here are some...
01/02/2025

WHY MAKE A WILL?
The only way to ensure that your wishes are carried out after your death is to make a Will.
Here are some of the reasons why. Maybe you fit into one of these categories? If so, I would be pleased to help.
1.Are you married or thinking of getting married?
Don’t assume that your spouse will inherit everything when you die. If you don’t have a Will your estate will be distributed according to the Law of Intestacy and potentially not everything would go to your spouse. If you are unmarried, but living with your partner then your partner would receive nothing unless you have made a Will providing for them, regardless of how long you have been living together as partners.
2. Do you have children under 18 years old.
Who would take responsibility for them if you were to die? In your Will you can appoint Guardians of your choice to look after them. If you don’t do this, you have no say in who takes care of them and ultimately this will be a decision for the Courts.
3. Do you have children of a former marriage?
In order to properly provide for your new spouse and at the same time ensure that your estate passes eventually to your own natural children, you must make a Will. Otherwise, potentially your children could be disinherited in the future.
4. Do you have a vulnerable child or adult in the family who depends on you?
The only way to protect that vulnerable person from others and from themselves and ensure that any means tested benefits they are entitled to are not lost, is to make a Will.
5. Are you concerned about Care Home fees?
By making a Will incorporating a suitable Trust you can protect a part of your estate from Care fees and ensure that your children or other beneficiaries benefit.
6. Do you have particular family heirlooms you want to pass down?
The only way to ensure that particular friends or relatives receive specific items after you’ve gone is to make a Will.
7. Do you want to give to Charity?
Only by making a Will can you benefit the charity you’ve supported during your lifetime. Not only is this a worthwhile thing to do it is also highly tax efficient.
These are just a few reasons for making a Will. Even if you don’t have any of these concerns, it remains the case that the only way to ensure that your wishes are carried out after your death is to make a Will.
It is a caring thing to do and brings peace of mind once it is done, knowing that you have sorted things out in advance and your loved ones do not have to sort out a mess once you’ve gone. Compared with the expense of sorting things out after you die if there is no Will, the cost now of making a Will is very small. I work on a fixed fee and visit you in your home as standard.
Please contact me on 07800 579323 or email [email protected] for a fixed price quote and an appointment.

Happy New Year!As we start the year, many of us have New Year’s resolutions or a list of things we want to achieve in th...
14/01/2025

Happy New Year!
As we start the year, many of us have New Year’s resolutions or a list of things we want to achieve in the coming year. One thing that may be on your list of things to do is to put documentation in place to protect your estate and your loved ones. If not, maybe it should be?
According to the 2024 National Wills Report, published by The National Will Register, over half of people in the UK have written a Will which includes 57% of men and 50% of women. The statistics also showed:-
• 41% of young adults aged 18-24 have a Will;
• 47% of 25-54 year-olds have a Will; and
• 69% of those over the age of 55 have a Will in place.

Dying without a Will can make an already heart-breaking time for your family even more difficult. Having a relatively straightforward conversation with a will writer or estate planner can give you and your family peace of mind.

If you don’t put provisions in place during your lifetime and die without making a Will, the laws of intestacy will govern how your estate will be distributed, which means your estate could go to someone you would not have chosen to distribute it to. Aside from this, inheritance tax (IHT) may be payable, too.
There is also a common misconception that those who are unmarried and have been in a relationship for a long time will benefit from their partner’s estate on death. Unfortunately, this is not the case, and we have seen this happen all too often where a partner has died without a will, and their partner has been left with nothing.
Contrast this with someone who has put their affairs in order. They can gift their assets to whomever they wish, including properties or specific items, such as jewellery, art collections, or even items of sentimental value that they want to keep in the family. This at least ensures that your loved ones can inherit the things you leave for them on your death.
So what can you do?
Make a Will
A Will is an important legal document which enables the person making the Will (otherwise known as the testator), to specify how they would like their belongings (assets, chattels and property) to be distributed on their death.
A Will enables you to do the following:-
• Appoint executors to handle your estate and distribute your assets
• Appoint guardians to look after any minor children you may have (children under the age of 18)
• Make money gifts to family members, friends or even charities
• Specify for certain items to be gifted to a beneficiary i.e. a family heirloom or even a piece of jewellery
• Specify funeral arrangements
• Gift properties
• Exclude people from benefiting under your Will i.e. estranged children
• Make provisions for any pets you may have
• Include various trusts
• Specify how your estate should be distributed and who to
• IHT planning
Once you have made your Will, it’s important that you review it at least every 3-5 years or when there is a change in your personal circumstances i.e. marriage or the birth of any children. As a side note, did you know marriage can revoke a Will? It’s worth having your planning reviewed if not!
Have a Lasting Powers of Attorney
A Lasting Power of Attorney (LPA) is a legal document which allows a person (called the donor) to appoint someone they know and trust to make decisions on their behalf should they become unable to do so in the future. This person is called an attorney, and they must always act in the donor’s best interest. An LPA can only be created if you have mental capacity.
There are two types of LPA: –
• Health and Welfare
• Property and Financial Affairs
What decisions can be made with either LPA?
Health and Welfare
• Day-to-day decisions such as exercise and dietary requirements
• Medical care
• Life-sustaining treatment
• Relocation into a care home or sheltered accommodation
A Health and Welfare LPA can only be used once it has been registered with the Office of Public Guardian (OPG) and when the donor loses mental capacity.
For more information on this type of LPA, please click here.
Property and Financial Affairs
• Managing bank accounts
• Paying bills
• Collecting income and benefits
• Making decisions with regard to the home
• Selling the home
• Managing investments
For more information on this type of LPA, please click here.
It is important to note that Property and Financial Affairs LPA can be used as soon as it has been registered with the OPG. The LPA may state that it can only be used when the donor has lost mental capacity, so the attorneys will need to check. They may also be required to provide evidence of the donor’s loss of capacity before using the LPA.
So there you have it, a brief look at some important documents you can use to plan, and protect your future for yourself and your loved ones.

If you would like an appointment in your home to discuss these matters then please contact me on 07800 579323 or email [email protected] for a no obligation quote.

Address

Templecombe
BA80NH

Telephone

+447800579323

Website

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