Professional Reliable Trustworthy

Established in 2007, we share our head office in Taunton, Somerset with our sister company Invest Southwest.

Linda, our Will & Estate Planning Manager, has many years’ experience in the Will writing industry and has been professionally trained and qualified, as a fellow member through The Society of Will Writers. Linda acts as a regional chairperson for the society for the South West region, a position that has been held for over 16 years, as voted for by her peers.
Alongside this, Linda holds a membership with the Trust a Specialist (TAS) Network who are committed to providing a professional, highly qualified and experienced service, through training and continuing personal development.

Will Management Services offers all clients a truly holistic, friendly and professional service tailored to each client’s individual needs. The majority of Wills are fairly straightforward and the whole process is very simple.

We aim to communicate all matters in a straightforward, easy to understand and friendly manner assisting you to... Protect the ones you love

MAKING A WILL

Making a Will is the only way to ensure that your wishes are carried out after your death, and show your loved ones how much you cared by 'sorting things out' in advance.

TRUSTS and Estate Planning

Believe it or not , you have an estate. In fact nearly everyone does. Your estate is comprised of everything you own, your car, home, bank accounts, personal possessions etc. No matter how large or how modest you cannot take it with you when you die. Ensure its protected and distributed as you wish.

POWERS OF ATTORNEY

It is probably fair to say that unless via friends or family you have had first hand experience of it, mental capacity is not a common concern, yet those suffering from various forms of dementia are on the rise as are serious accidents resulting in head injuries.

Probate and estate administration

Simply put, estate administration is the process of dealing with a persons legal and tax affairs after they’ve died.

SECURE STORAGE

A Will, once written, is something that should not be filed away and forgotten about. It is important that the Will is stored safely, preferably not in your home, as the Will could be destroyed, accidentally or deliberately, or it may be lost or stolen.