Planned for the future? Made your Jersey Will?
Jersey Will drafting services (t&cs apply)
Thank you for sorting out our Wills so swiftly. We have been really impressed how efficient and friendly your team have been throughout the whole process.
Even if the value of your estate is small, there are important reasons why you should make a will. A will provides certainty for your family and friends at a time of emotional distress and it ensures that your estate is distributed in accordance with your wishes after your death.
If you die without a valid Jersey will, you have no say in what happens to your estate. Instead, the ‘Rules of Intestacy’ will divide your Jersey movable and immovable estate in a pre-determined way and this may not be to people who you wished to benefit. It also may not be carried out in the most tax-efficient way.
The general rule is that you are free to leave your immovable estate (your freehold home) to whoever you choose. However, if you die testate leaving a spouse or civil partner, your spouse or civil partner may be entitled to a right to the life enjoyment of one third of your immovable estate.
In relation to your movable estate (your money in your bank account/ shares etc) if you make a will excluding your spouse/civil partner and/or child(ren), or you choose to leave them less than their legal entitlement, then a claim can be made against your executor by the aggrieved heir. This provision is known as Légitime.
Trying to make your own Jersey will, without Jersey qualified legal assistance, can lead to mistakes or lack of clarity and could mean that your will is invalid. Indeed under Jersey law a will dealing with immovable estate must be witnessed by qualified parties. If the rules are not followed the will may be invalid.
You should also note that under Jersey law there are generally two wills: a will of Jersey immovable estate (i.e. dealing with your house) and a will of Jersey movable estate dealing with everything else.
When should I update my Wills?
You should review your Jersey wills regularly to make sure they reflect your wishes, especially if you:
Get married / enter a civil partnership
Have children or other relatives you wish to benefit, for example nieces, nephews or grandchildren
Have bought a new property or have recently obtained expensive assets
“Excellent service, very impressed and pleased”
I just wanted to thank you and the team for the very prompt, friendly and professional service.
I just wanted to acknowledge the excellent service, very impressed and pleased.
“Help and support”
“…… huge thanks to both you and Natalie for your help and support throughout all of this. It is really appreciated.”