Wills at Work

Nobody likes to imagine how life events could affect their ability to manage their affairs day to day, let alone the future without a loved one. With so many companies offering so many different options, it’s no wonder that people routinely put off making a will or a lasting power of attorney (LPA). That’s why we’ve developed Wills at Work, a dedicated will and LPA drafting service for employees that’s tailored to your company’s existing benefits package.

Lawyer and client sitting on the sofa, chatting and smiling

Key contact

David King

As head of Wills at Work, I am here to support you in the delivery of our service to your employees as part of your employee benefits programme. I will work with you to create a bespoke service and ensure that it aligns with your company’s other employee benefits.

Meet the team

Our experience

If you choose our Wills at Work service for your employees, you can rest assured knowing that they’ll receive the full expertise of our Private Client team. People are our focus – we get to know what’s important to our clients, helping them to protect not just themselves but also their family and their loved ones.

We understand how HR professionals like to work, so we collaborate with you to maximise employee engagement at every turn. We ensure that you can emphasise the financial wellbeing culture of your company, minimise distress in the event of loss of capacity or death, and expand your benefits provision with additional important legal services.

Our clients

We know that each benefit scheme is unique, so we tailor Wills at Work to meet your requirements. We train your HR professionals to promote the offering to employees and provide them with the marketing materials they need, from printed resources like leaflets and posters to digital materials, including podcasts and webinars. We also provide educational opportunities for staff at benefit fairs and events, or at your premises with breakout sessions and lunchtime drop-ins.

Wills at Work has been rolled out as part of benefit schemes across the UK and internationally, and we work with companies to give both the companies and their employees certainty and security.

Six members of our private client in our Cardiff office

For employers

We help HR teams to maximise employee engagement at every turn, allowing you to emphasise the financial wellbeing culture of your company, minimise distress in the event of loss of capacity or death, and expand your excellent benefits provision with additional important legal services.

An agreed fee is charged per employee that takes up the scheme, with no hidden fees or additional charges. This can be incorporated into any existing benefit scheme or platform. Watch our video for employers here.

Read our Brochure
A woman working on a computer smiling

For employees

Depending on an employee’s individual circumstances, we offer a Basic or Plus service in connection with the drafting of your wills. An employee may need our Plus service if they have more complex arrangements, such as owning assets outside of England or Wales, or if they have children from a previous relationship.

We offer services in connection with the drafting of both Health and Welfare and Property and Financial LPAs.

If an employee chooses our Plus service in connection with the drafting of their will, we also provide a review of their inheritance tax position and a longer consultation. Watch our video for employees here.

 

Recognition of our work

Legal updates and thought leadership

View all

Hear what our clients say about us

Good, clear advice always delivered in a considerate, and often kind manner, without delay or need for chasing. A pleasure to deal with.

Client Testimonial Will Dispute

Kerri is a pleasure to deal with. She provides very clear advice and is timely in her actions. She listens, understands and answers clearly. Her knowledge and her empathy have put us all at our ease in dealing with our matter.

Client Testimonial The Chambers and Partners High Net Worth Guide 2024

The Chambers and Partners High Net Worth Guide 2024 said: “Kerri Woodrow is very professional and businesslike.” and “Kerri’s service and client management is very good.”

Client Testimonial The Chambers and Partners High Net Worth Guide 2024

HCR has a good breadth of people and levels of experience.

Client Testimonial Chambers and Partners High Net Worth Guide 2024

Harrison Clark Rickerbys provide clear advice and are happy to answer our many questions. The responses are always very timely, and the language used in correspondence is accurate and understandable.

Client Testimonial Chambers and Partners High Net Worth Guide 2024

HCR are highly professional – they are experts, flexible, easily contactable and very responsive. They give fast replies and accurately too – it is a specialist service.

Client Testimonial Chambers and Partners High Net Worth Guide 2024

HCR are professional and focused on clear and pragmatic explanations without resorting to legalese. They offer clarity, timeliness, efficiency and professionalism.

Client Testimonial Chambers and Partners High Net Worth Guide 2024

The HCR team are technically strong, commercially realistic and sensitive, and very good communicators.

Client Testimonial Chambers and Partners High Net Worth Guide 2024

All the advisers from the various specialist departments have displayed strong experience and expertise in their specific areas.

Client Testimonial Chambers and Partners High Net Worth Guide 2024

They have an excellent ability to provide advice in all relevant fields.

Client Testimonial Chambers and Partners High Net Worth Guide 2024

Laura Banks has a very high level of technical knowledge and is able to deal with sophisticated and difficult cases in a very efficient way, but always with client needs at the forefront of her work.

Client Testimonial The Chambers and Partners High Net Worth Guide 2024

Laura Banks is a well established and experienced lawyer who combines that unique skill of dealing with the clients concerns in easy to understand terms, whilst still providing the strongest legal advice. She has a great bedside manner and is always willing to help.

Client Testimonial The Chambers and Partners High Net Worth Guide 2024

How can we help you?

"*" indicates required fields

This field is for validation purposes and should be left unchanged.