Waverley Wills and Trusts

Waverley Wills and Trusts Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Waverley Wills and Trusts, Financial service, Farnham.

Sarah Wilson founded Waverley Wills and Trusts in order to provide a personable and professional estate planning service specialising in Wills and Trusts and Powers of Attorney.

Providing a professional service is important to me, but so is making every client feel comfortable throughout the proce...
31/08/2026

Providing a professional service is important to me, but so is making every client feel comfortable throughout the process.

I'm incredibly grateful to this client for their kind words, and I'm so pleased they had such a positive experience.

If you've been thinking about putting your Will or Lasting Powers of Attorney in place, I'd be happy to help.

📞 07368 336 078 | 🌍 https://www.waverleywillsandtrusts.co.uk

I may not have a dog of my own (I'm far more likely to be found surrounded by flowers… preferably pink ones 🌸) - but I k...
26/08/2026

I may not have a dog of my own (I'm far more likely to be found surrounded by flowers… preferably pink ones 🌸) - but I know just how much pets mean to the families I work with.

National Dog Day is a lovely opportunity to celebrate our four-legged companions… and to gently remind ourselves of something many people haven't considered:

✨ What would happen to your dog if something happened to you? ✨

For many families, pets are every bit as important as any other loved one. Yet they're often overlooked when it comes to Estate Planning.

A professionally prepared Will can help you:

🌷 Choose who would care for your dog
🌷 Leave money to support their ongoing needs
🌷 Make your wishes clear, helping to avoid uncertainty.

While pets can't inherit directly, there are ways to ensure funds are set aside for their care, giving you peace of mind that they'll be looked after.

Some people also choose to leave a gift to a dog charity, helping other animals in need 💝

Because even if you're more of a flowers person than a dog person… it's hard not to appreciate just how much joy they bring 🐾 To include some furry friends in your plans, here's how you can get in touch...

📞 07368 336 078 | 🌍 https://www.waverleywillsandtrusts.co.uk

As we hurtle towards the end of the Summer Holidays, many young people will be preparing to head off to university or st...
24/08/2026

As we hurtle towards the end of the Summer Holidays, many young people will be preparing to head off to university or start the next chapter of their lives. What an exciting milestone!

Some parents may be themselves preparing to finally reclaim some space in their home – personal gym, anyone? 😅

But amongst the packing lists and goodbyes, there's one thing many families tend to overlook... turning 18 brings freedom, certainly, but it also changes the legal relationship between parents and children.

If a young adult were to become seriously ill or have an accident, their parents may not be able to manage their finances or make important decisions without the appropriate legal authority, even if they're still living at home or financially dependent.

It's therefore a good opportunity to make sure some practical matters are in order, such as:

🌷 Updating important contact details
🌷 Thinking about who can access digital accounts and online banking
🌷 Preparing for a first tenancy or shared accommodation
🌷 Making plans if they're studying or travelling abroad
🌷 Considering a Lasting Power of Attorney (LPA) before they leave home.

Hopefully, an LPA will never be needed, but having one in place provides reassurance that, if the unexpected were to happen, the people they trust would be able to step in and help.

Sometimes, one of the most grown-up decisions a young adult can make is putting the right protection in place before they need it.

📞 07368 336 078 | 🌍 https://www.waverleywillsandtrusts.co.uk

Helping people feel confident about their future is exactly why I do what I do.Estate Planning is about far more than le...
19/08/2026

Helping people feel confident about their future is exactly why I do what I do.

Estate Planning is about far more than legal documents – it's about giving people peace of mind and helping them protect the people they love ❤️

Thank you to this client for such thoughtful feedback. It really does mean a great deal.

📞 07368 336 078 | 🌍 https://www.waverleywillsandtrusts.co.uk

Summer is a wonderful time of year to slow down a little, spend time with family, and hopefully enjoy some sunshine ☀️It...
17/08/2026

Summer is a wonderful time of year to slow down a little, spend time with family, and hopefully enjoy some sunshine ☀️

It's also a time when many of us appreciate what really matters.

Whether it's the family home that's hosted countless celebrations, the savings you've worked hard to build, or simply the desire to leave something meaningful behind, most of us want the people we love to benefit from everything we've spent a lifetime creating.

But passing on wealth isn't always as straightforward as people hope.

A Will is an essential first step, but in many situations, a Trust can provide an additional layer of protection and control. Depending on your circumstances, it may help to:

🌷 Protect assets for future generations.
🌷 Safeguard children's or grandchildren's inheritance.
🌷 Help ensure your wishes are carried out in the way you intended.
🌷 Provide greater flexibility for changing family circumstances.

Every family is different, which is why there is no one-size-fits-all approach to Estate Planning.

If you've worked hard to build something worth leaving behind, it's worth taking a little time to think about how best to protect it. After all, some things really are worth protecting for generations.

To have a chat about whether a Trust is right for your plans, here's how you can reach me...

📞 07368 336 078 | 🌍 https://www.waverleywillsandtrusts.co.uk

The answer to this one surprises a lot of people...If someone dies without a valid Will, they are said to have died 'int...
12/08/2026

The answer to this one surprises a lot of people...

If someone dies without a valid Will, they are said to have died 'intestate'. This means their Estate is distributed according to the Rules of Intestacy rather than their personal wishes.

Many people assume everything will automatically go to their spouse or partner, but that's not always the case.

Depending on your circumstances, it could mean:

🌷 Someone you wanted to inherit receives nothing
🌷 Unmarried partners aren't automatically entitled to inherit, no matter how long you've been together (that's right – there's no such thing as a 'common law marriage' in England, Wales or Northern Ireland)
🌷 The people responsible for administering your Estate may not be those you would have chosen
🌷 The process can become more complicated and stressful for your loved ones.

Making a Will gives you the opportunity to decide:

✔️ Who inherits your Estate
✔️ Who looks after your children (and even your pets)
✔️ Who will administer your Estate
✔️ Whether you'd like to include Trusts or other provisions to help protect your family's future.

A Will isn't just about deciding who gets what, but about making life as straightforward as possible for the people you leave behind.

If you're unsure what would happen in your own circumstances, I'd be happy to talk you through your options.

📞 07368 336 078 | 🌍 https://www.waverleywillsandtrusts.co.uk

Summer holidays are for switching off and hopefully enjoying a bit of sunshine 🤞 But every year, we do hear the occasion...
10/08/2026

Summer holidays are for switching off and hopefully enjoying a bit of sunshine 🤞 But every year, we do hear the occasional story about someone becoming ill or injured while travelling.

Most people recover quickly, thankfully, but it does raise an important question...

🤔 If something unexpected happened while you were away, who could step in to help?

Would someone be able to access your bank accounts to pay bills? Speak to your mortgage provider? Deal with anything urgent on your behalf?

Without a Lasting Power of Attorney (LPA), even those closest to you may not have the legal authority to step in.

An LPA isn’t just something for older folks. Life has a habit of throwing the unexpected at us from time to time, and having one in place simply means the people you trust can help if you ever need them to.

Think of it as packing a very sensible extra in your suitcase… one you hope you’ll never need, but you’ll be very glad it’s there if you do.

Before you head off this summer, it’s worth asking yourself who would make those important decisions for you if you couldn't.

If you’re not sure, or you’d like to get something in place before your next trip, I'm here to help. Feel free to get in touch for a friendly chat.

📞 07368 336 078 | 🌍 https://www.waverleywillsandtrusts.co.uk

Estate Planning doesn't have to be complicated or overwhelming.My aim is always to explain everything in plain English, ...
05/08/2026

Estate Planning doesn't have to be complicated or overwhelming.

My aim is always to explain everything in plain English, answer any questions you have, and make the whole process as simple and reassuring as possible.

I'm so grateful to this client for taking the time to share their experience, and I'm delighted I was able to help 💕

📞 07368 336 078 | 🌍 https://www.waverleywillsandtrusts.co.uk

If you’ve been keeping an eye on the news recently, you may have spotted that the cost of applying for Probate has incre...
03/08/2026

If you’ve been keeping an eye on the news recently, you may have spotted that the cost of applying for Probate has increased… quite significantly.

As of 13 July, the fee has risen from £300 to £526 – that's a 75% increase 😰

Now, Probate isn’t something most people think about day-to-day (and understandably so), but it’s an essential step in administering an Estate after someone passes away. And unfortunately, this increase means families are now facing higher costs at what is already a difficult time.

It’s a good reminder that while we can’t control everything, we can take steps to make things simpler for our loved ones.

Careful Estate Planning can help:

🌷 Reduce unnecessary delays and complications
🌷 Ensure everything is clearly set out
🌷 Make the process as smooth as possible for those left behind

It’s also worth remembering that Probate and Estate Planning aren’t the same thing. Probate is the process that happens after someone passes away, whereas Estate Planning is what you put in place now to make that process easier later on.

Some considered planning today can go a long way in saving time, stress… and now, even more money.

If you’ve been meaning to review your arrangements, this may just be the nudge you needed.

📞 07368 336 078 | 🌍 https://www.waverleywillsandtrusts.co.uk

I have a question for you all...If something happened to you tomorrow, would anyone know how to access your digital life...
29/07/2026

I have a question for you all...

If something happened to you tomorrow, would anyone know how to access your digital life?

I'm not just talking about online banking.

What about:

☁️ Family photos stored in the cloud
📱 Social media accounts
🛍️ Online shopping accounts
🔐 Password managers
₿ Cryptocurrency or digital investments
📺 Subscription services silently helping themselves to your bank account every month

For many of us, a significant part of our lives now exists online. Yet it's often one of the last things we think about when putting plans in place.

I've chatted with plenty of people who know exactly who should inherit their home, but have absolutely no idea what would happen to those slightly questionable Facebook photos from your uni days in the early 2000's (the ones everyone agreed never to mention again) 🫣

It's not the most exciting conversation you'll ever have.

Then again, neither is trying to remember a password that was created in 2009 after being told, ""Your password isn't strong enough,"" for the tenth time.

Just remember this important tip: a little planning today can save your loved ones a lot of frustration later. Get in touch if you want to get started.

📞 07368 336 078 | 🌍 www.waverleywillsandtrusts.co.uk

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Farnham

Opening Hours

Monday 9:30am - 5pm
Tuesday 9:30am - 5pm
Wednesday 9:30am - 5pm
Thursday 9:30am - 5pm
Friday 9:30am - 5pm

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