WILLS, TRUSTS & PROBATE

Our Private Client team are experienced in dealing with all aspects of private client matters including Wills, Lasting Power of Attorney, Probate and Administration of Estates, Personal Injury Trusts, Court of Protection and Will Disputes including contentious probate.

We understand that this complex area of law requires empathy and sensitivity and can easily become overwhelming. Our specialist team of private client lawyers offer a caring and supportive approach helping them to build an excellent rapport with all of our clients.

Some of the issues we can help you with:

• Will drafting, including advice regarding protecting your home from care home fees and trusts within your Will as well as Will drafting at short notice
• Inheritance Tax advice – to ensure you will is drafted as tax efficient as possible
• Lasting Power of Attorney – Property and Financial Affairs and Health and Welfare Decisions
• Court of Protection – applications to appoint a Deputy once a person has lost capacity
• Probate – applications for grant of probate and letters of administration in the event of an intestacy
• Administration of Estates – dealing with all aspects of a person’s estate once the grant of probate or letters of administration have been obtained, including closing accounts, paying monies owed and distributing inheritance to beneficiaries
• Will Disputes – including Inheritance Act claims, validity and capacity disputes
• Personal Injury Trusts – the drafting of personal injury trusts to protect your personal injury compensation

Our aim is to make the process as straightforward as possible. We are here to help you and your family during a difficult time with an excellent quality service.

We can offer appointments within our office or at home as we appreciate and understand that sometimes it may be difficult for you to attend our office. We also offer Skype facilities for convenience.

Please feel free to call us for an initial chat at no cost and without obligation on 0800 124 4444.

Why make a Will?
• It is important to set out your wishes within a legal document to make it easier for your family/friends when you pass away.
• If you pass away without a Will, your estate will be distributed in accordance with the Rules of Intestacy – which will often be contrary to your real wishes. This could result in your estate passing to family you are no longer in contact with.
• Unmarried persons are not entitled to inherit under the Rules of Intestacy and will need to be included in a Will.
• You can appoint people who you trust to become Executors and Trustees of your Will.
• Guardianship and financial arrangements can be set up within your Will for any minor children under the age of 18 years.
• It may be possible to reduce the amount of tax to pay on your death if advice is taken at the time your Will is drafted.
• It may be necessary to protect vulnerable beneficiaries or those in receipt of benefits by including a trust in your Will.

Lasting Power of Attorney
• A Lasting Power of Attorney (LPA) is a document which allows you to appoint individual(s) to manage your affairs in the event that you lose capacity.
• There are two types of LPA – property and financial affairs and health and welfare decisions. You can choose to make one or both and you must be over the age of 18 years and have mental capacity.
• Once the LPA has been registered your named Attorneys can act on your behalf to manage your affairs.
• Without a LPA, should you lose capacity, no one has the authority to deal with your affairs on your behalf and an application would have to be made to the Court of Protection to appoint a Deputy. This can be costly and time consuming and may lead to family members having to support you financially in the meantime.