Will Management Services

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Will Management Services A member of the Society of Will Writers, we offer professionally written wills with secure storage Why choose Will Management Services?

About us

Will Management Services was founded in 2007 and since then has provided an excellent standard of Will and Estate Planning services to over 3,000 clients across South West England. We are based in Taunton along with our sister company Invest Southwest Independent Financial Advisers. Our highly experienced and qualified team of Will writers are members of The Society of Will Writers. Linda Fisher, our Will and Estate Planner Manager is a founder member of the South West Regional Group of Will Writers, for which she was voted Chairperson of the South West region, a post she has held for over seventeen years. Linda is also a member of the TAS network (Trust a Specialist) which are committed to providing a professional, highly qualified and experienced service, through training and continuing personal development. During our seventeen years of providing Will Management Services, we have given our clients a truly holistic, friendly and highly professional service tailored to each client's individual needs. Although even the thought of making a Will may seem daunting, it can often be easier than you may think. Our experienced and professional staff will guide our clients through every step of the process to ensure that they understand and are happy with all aspects of their Will and/or Estate Planning. Will Management Services is the sister company of Invest Southwest Independent Financial Advisers www.investsouthwest.co.uk

Our Services include:
Will Services, Trusts, Probate, Funeral Plans, Will Storage, Powers of Attorney, Bereavement Service

16/10/2026

What would happen to your loved ones if you died without a Will?

Many people assume everything will automatically go to the right people—but that's not always the case.

Around two-thirds of adults in England and Wales are estimated not to have a valid Will. Without one, your estate is distributed according to the Rules of Intestacy, not your personal wishes.

A professionally prepared Will can help you:
• Ensure your assets go to the people you choose.
• Appoint guardians for your children.
• Reduce the risk of family disputes.
• Make the administration of your estate easier for your loved ones.
• Keep your Will up to date as your circumstances change.

Whether you're single, married, have children, or simply haven't reviewed your Will in years, now is the perfect time to take action.

Find a qualified Society of Will Writers member near you and take the first step towards protecting what matters most.

Find a Member:
https://www.willwriters.com/public/why-make-a-will/

Congratulations Linda on receiving a very special professional honourLinda Fisher, who manages Will Management Services,...
07/10/2026

Congratulations Linda on receiving a very special professional honour

Linda Fisher, who manages Will Management Services, is incredibly proud and honoured to share: "I have been awarded Companion of the Society of Will Writers (Cmpn.SWW).

This is particularly meaningful to me because Companion is not a membership grade that can be applied for. It is awarded at the discretion of the Society’s Board to individuals recognised for ‘long and distinguished service to the profession.

After many years working in the will-writing profession, to have that contribution recognised in this way is a very special moment for me.

I have always believed that writing a Will is about far more than completing a document. It is about listening to people, understanding what matters to them, protecting their families and helping them make important decisions with confidence.

I’m extremely grateful to the The Society of Will Writers for this recognition, and to all the clients, colleagues and professional contacts who have been part of my journey over the years.

I’m very proud to add Cmpn.SWW to my name and to continue doing what I love. ❤️

Thank you to everyone who has supported me along the way.”

05/10/2026
30/09/2026

When you purchase a property with someone else, you will be asked how you want to own the property. In England and Wales, a property can be held as either joint tenants or tenants in common. However, each ownership is different so let’s explore what they are and what you can do with the share as t...

25/09/2026

McDaniel v Talbot: What Does This Mean for Your Will?

Read the full case and key takeaways
https://www.willwriters.com/blog/in-case-you-missed-it-mcdaniel-v-talbot-2026/
What happens when a relationship changes after a Will has been written?

The recent High Court case of McDaniel v Talbot [2026] EWHC 928 (Ch) highlights why keeping your Will up to date is so important.

Mr Talbot’s 2014 Will excluded his daughter, reflecting their estranged relationship at the time. However, they later reconciled, and she went on to provide care for her father and his elderly mother.

The Will was never updated.

After his death, his daughter brought a claim under the Inheritance (Provision for Family and Dependants) Act 1975, arguing that the Will did not make reasonable financial provision for her.

The High Court ultimately awarded her £123,418.

What can we learn from the case?

Your circumstances can change.
A relationship that was once distant may become close again.

Your Will should reflect your current wishes.
An outdated Will may no longer represent who you want to benefit from your estate.

1975 Act claims are based on circumstances, not simply fairness.
The Court considers factors including the claimant's financial needs, the needs of beneficiaries, the size of the estate, responsibilities owed by the deceased and other relevant circumstances.

The key takeaway:
Writing a Will is not a one-time exercise. Major changes in your relationships, family circumstances or finances can be a reason to review your estate planning.

Could your current Will still reflect your wishes today?

Read the full McDaniel v Talbot case

16/09/2026

A letter of wishes is a document that provides guidance to your trustees and sits alongside your Will. A letter of wishes is not a legally binding document and therefore there is no legal requirement on the trustees to follow the wishes that are set out.

07/09/2026

Remember A Charity Week 2026 | Celebrating the Impact of Charitable Gifts in Wills

Remember A Charity Week | 7–13 September 2026
This , we’re proud to join forces with charities, professional advisers and partners across the UK to celebrate the incredible impact of charitable gifts in Wills.

Every gift left in a Will has the power to transform lives and strengthen the causes we care about.

Your legacy today can create hope and change lives for tomorrow. Together, we can make a lasting impact.

Find out more about Remember A Charity Week:
https://www.rememberacharity.org.uk/week

04/09/2026

One of the most striking changes proposed in the Law Commission’s recent Final Report on Wills law is the recommendation that marriage or civil partnerships should no longer automatically revoke a Will.

26/08/2026

Address

12 Hammet Street
Taunton
TA11RZ

Opening Hours

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

Telephone

+441823336265

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