Legal Documents Care Package

What is a legal documents care package?

Our Legal Documents Care Package is available to you if you have written a Will and/or have put a Power of Attorney in place through our referral service to Redstone Wills Limited (Redstone). The Legal Documents Care Package is provided by Skipton Trustees Ltd and administered by Redstone.

Is it available to me?

The Legal Documents Care Package service is available to customers of Skipton Building Society who have written a Will, Power of Attorney or other legal document through Redstone Wills Ltd and/or any of Redstone’s specialist partners. Other legal documents may be accepted at the discretion of Redstone. It is provided by Skipton Trustees Ltd and administered by our Legacy partner Redstone Wills Limited.

The service includes

  • secure, confidential and fireproof storage of your Will and other legal documents such as Power of Attorneys;
  • priority document delivery service;
  • access to practical, emotional advice and support from professionals in event of serious illness or bereavement through our trusted partner, RedArc Assured;
  • the opportunity to check, change and update your Will annually, with up to 3 simple changes free of charge; and
  • professional help to ensure updates are valid and documents remain legal.

Costs

Annual Fee (payable by Direct Debit only)

  • single application - £34.80 (inc.VAT)
  • joint application - £46.80 (inc.VAT)

Full terms and conditions can be found in the Legal Documents Care Package brochure below.

Further information on what's included

Discounted Power of Attorney

By taking out a Legal Documents Care Package you’re entitled to a 10% reduction on the standard fees to prepare your Lasting POA (or Continued POA in Scotland). The offer is available as long as your Legal Documents Care Package is in place, if you cancel your Legal Documents Care Package account you will no longer be eligible for the offer. This cannot be used in conjunction with any other offer. Please note that this does not include the Office of Public Guardian fee.

Secure storage and priority document delivery service

Once you have put legacy plans in place, it's worth considering a professional storage service to keep your documents safe. A Will, for example, is a document most people choose to keep confidential and it may not be appropriate for family or friends to have access to it. If it is destroyed or lost it may be difficult or impossible for your Executor to obtain a Grant of Probate (formal authority of an executor to administer the estate).

Your executors will also need to be able to get hold of the Will quickly and easily upon your death. Once you receive confirmation of your Legal Documents Care Package account, you can pass on the details of this account to your executors, so they know who to contact to obtain your Will. If your Will is requested, Redstone provide a free priority delivery service, helping your executors carry out your wishes quickly.

Advice and support during illness or bereavement

We understand that you may need support in place to help you if you’re diagnosed with a serious illness or dealing with bereavement. That’s why, included in our Legal Documents Care Package, we provide access to practical, emotional advice and support from trained professionals, should you need it.

Our family bereavement and serious illness helpline is part of the Legal Documents Care Package and is provided by RedArc Assured.

Will validation check

It's extremely important that your Redstone Will is correctly signed and witnessed, as this could invalidate your Will if it isn’t. We offer a checking service through our Legal Documents Care Package.

When you sign your Will it is important that:

  • you and the witnesses all stay together and in each other’s presence while you and the witnesses are all signing
  • everyone uses the same pen, which cannot be rubbed out
  • the Will is dated and signed in the right places
  • nothing has been pinned or stapled to the Will or any staples are removed e.g. in order to photocopy the Will

In addition to this:

In England and Wales, anyone over the age of 18 can witness a Will as long as they or their spouse or partner do not benefit from the Will, either directly or indirectly. For example, your witnesses could be friends, neighbours or work colleagues;

In Scotland, anyone over the age of 16 can witness a Will as long as they or their spouse or partner do not benefit from the Will, either directly or indirectly. For example, your witnesses could be friends, neighbours or work colleagues;

In all cases, note that “benefit” would also include anyone whom the Will entitles to be paid in connection with administering your Estate.

Once you have taken the Legal Documents Care Package and your Will has been sent to Redstone, or if you have made an update, they will check that the Will has been signed and witnessed in the correct places. It is your responsibility to ensure the correct procedure has been followed.

Please note as part of the attestation process Redstone are unable to check:

  • that all the witnesses were present at the time of signing
  • that the witnesses are of the right age, although Redstone will collect the dates of birth on the Will, where the witnesses sign

As such, it is important that these steps are always followed, as well as the others

Annual Updates

Things in our lives are always changing, such as moving home or a new child or grandchild. With this service you have the opportunity, should you wish, to make simple updates to your Will annually.

Where you have more significant changes, this may mean you need a new Will or a different type of Will, which could incur a charge. We recommend that you speak to one of our advisers to discuss your needs. They can refer you to Redstone to update your Will if needed.

Please see our Legal Documents Care Package brochure [PDF] for the terms and conditions and further details of what changes are covered.

Get in touch

Talk to us about setting up a Legal Documents Care Package.

Call us

Speak to a member of our team

Branch

Visit your local branch for further information

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