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\r\n \n Dunham McCarthy is leading provider of legal and financial services. We specialise in helping people\n protect their families by putting Wills, Trusts and Life Insurance in place.\n
\n\n \n \n 01785 336222\n \n
\n\n\n \n \n DM-Legal.co.uk\n \n
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\r\n \n You have received this link because we have prepared a {{ product }} for {{ clientFullNames }} and you have\n been given a number of responsibilities. You do not need to do anything, this web page simply provides\n details of the appointment and general information about your role.\n
\n\n If you have any questions or if you are interested in putting your {{ product }} in place, please get in touch.\n
\nOnce Executors have completed the general administration of an estate they can then normally\n distribute assets, however where assets are instead left to a minor a child or grandchild for example,\n somebody will need to look after the assets until the beneficiary comes of age; this the role of\n 'Trustees'. Trustees have a number of duties and responsibilities, they will:
\nThe role is essentially the same as that of a parent. A guardian has the legal authority to make\n decisions on behalf of a child with regard to their upbringing, schooling and anything else a parent\n would otherwise deal with. As guardian you will need to:
\nAn executor is a person named in a Will to carry out the wishes of the deceased person. Amongst other\n things their role is to locate, manage and disburse the assets of the estate. Executors have a number of\n duties and responsibilities, they will have to:
\nAn attorney has the legal authority to make decisions on behalf of the Donor.
\nThe attorney is responsible for acting in the best interests of the\n principal and must follow the principles set out in the Mental Capacity Act 2005 when making\n decisions on their behalf.\n
\n![\"shield\"\n](\"@/assets/images/start-1.png\")
\n Organise or review life insurance, critical illness cover or income protection. Service provided by Dunham\n McCarthy Financial Services.\n
\nName the people who you want to take charge when the time comes & put money in the hands of trusted friends and family until children are older.
\nOur advisors are committed to continued professional development and trained to the highest standards.
\nOur code of practice is approved by the Trading Standards Institute, we always put the needs of our clients first.
\nOur advisors are available between 8:30am and 9:00pm Monday to Thursday, 11:00am and 4:00pm Fridays.
\n![\"shield\"\n](\"@/assets/images/start-5.png\")
\n Organise or review life insurance, critical illness cover or income protection. Service provided by Dunham\n McCarthy Financial Services.\n
\nWe search the major high street lenders like HSBC, Nationwide and Santander and many more, as well as smaller specialist lenders, all to get you the best deal.
\nWe don't charge to review your mortgage or research your options. If you decide to go ahead we charge only £245 to organise a remortgage.
\nIn addition to thousands of mainstream mortgage products, we have access to many exclusive products that aren't available elsewhere.
\nOnce we have found you the right product, we provide advice and guidance throughout the whole process from start to finish.
\n![\"shield\"\n](\"@/assets/images/start-4.png\")
\n Organise or review life insurance, critical illness cover or income protection. Service provided by Dunham\n McCarthy Financial Services.\n
\nOur expert advisors can help you find the best policy from many providers such as Legal & General,\n Aviva, Vitality and Scottish Widows.
\nWe don't charge to discuss your requirements and there are no fees for us to research and explain your\n options, we don't even charge to arrange the cover.
\nWhen we make a recommendation we take into account your health, family history and lifestyle, this means\n that when we give you a price, it is less likely to be adjusted following the underwriting process.
\nTo minimise delays and reduce Inheritance Taxes, we can write you policy into a discretionary trust, again\n no charge.
\n\n We have helped over 50,000 people protect their families by making a will. If you are interested in making\n yours we can help.\n
\n\n Our fee for a single will is usually £179 (£249 for two mirror wills), for friends and\n family we offer a 50% discount meaning you can have your Will professionally drafted for only £89.5.\n
\n\n To book an appointment to organise your Will(s) simply select a date on the calendar and enter your\n details.\n
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\n \n A trustee in an insurance policy is a person or entity that is responsible for managing the\n policyholder's assets and ensuring that the policyholder's wishes are carried out. The trustee\n is responsible for making sure that the policyholder's beneficiaries receive the benefits of the\n policy in accordance with the policyholder's wishes.\n
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