Legal Health Checks for Individuals

With the range of legal services on offer, deciding exactly what you need can sometimes be daunting.

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Legal Health Checks for Individuals

With the range of legal health checks for individuals on offer, deciding exactly what you need can sometimes be daunting, or even confusing. Keebles have created a simple checklist to help you identify when you might need to consult a specialist.

    1. Wills 

  • Do you have a will?
  • Have you reviewed and updated your will in the last four years?
  • Is the potential value of your estate above the inheritance tax threshold?
  • Does your will contain any trusts?
  • Have you made legal arrangements for someone else to look after your affairs should the need arise?

     2. Property

  • Do you own your own property?
  • If the property is held, have you considered the legal implications:
    • Solely in your name
    • As tenants in common
    • As joint tenants
  • Do you plan to move in the next three years?
  • Is there a declaration of trust relating to the property?
  • Have you considered how to protect the value of your home in the event of future care home fees?

      3. Family

  • Have you considered the potential legal implications if you are?
    • Married living with your partner
    • Unmarried living with your partner
    • Separated from your partner
  • Do you have dependent children?
  • Do you have any caring responsibilities for elderly relatives?
  • Do you have a co-habitation agreement If you are unmarried living with your partner?
  • Are you appointed under a lasting power of attorney to look after or potentially look after someone else’s affairs should the need arise?

You should keep all of this in mind if you apply for legal health checks for individuals

If you need assistance with any of these areas or have any other questions and want clear advice about your individual legal arrangements, please call Louise Rudkin on 01302 308669 or email Louise at louise.rudkin@keebles.com

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