Wills, Trusts & Probate Services

Working with clients in the Wills Trust and Probate department we take the stress away from people, help them through a life changing experience and we build relationships with clients that often last over several years. It is a very family orientated area of the law and we often get to work with several generations of the same family. It can be very personal and we like the fact that our clients really feel they can trust us and the firm to do the very best for them.

In our WTP team we deal with a broad range of work from a very varied client base. This could involve advising a client with a very small estate on the preparation of their Will, to advising high net worth clients with foreign assets on tax planning and domicile issues. We deal with a diverse caseload ranging from Wills and Powers of Attorney, to Court of Protection work, Trusts, and Tax as well as Estate Administration.

Every day and every case is different and individual. We have a busy department staffed by a great team of hard working people, and we all work closely together to ensure we constantly provide the highest level of service that we can to all of our clients. We strive to be at the peak of our specialities and all members of our team are either members of, or working toward membership of, both STEP (Society of Trust and Estate Practitioners) and SFE (Solicitors for the Elderly). Our overriding objective always remains the same – to provide an outstanding level of service to our clients.

 

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  • Making a Will

    Have you made a will or have you recently reviewed and updated your will if you already have one? It doesn’t matter what age you are, if you have any assets you should have a legally binding will so that your loved ones are taken care of and your wishes are followed when you pass away or if you become unable to manage your own affairs.

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    • Lasting Powers of Attorney

      If you become incapacitated and are no longer able to manage your own affairs it is important for you to assign a trusted family member or close friend as your Lasting Power of Attorney. They will be appointed to manage things for you and take care of your financial affairs as well as your overall wellbeing.

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      • Probate/Estate Administration

        When a loved one dies someone has to sort out their property, money and possessions, which is termed their ‘estate’. This process is known as Probate and can often be extremely distressing for family and friends at what is already a difficult time

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        • Other WTP Services

          Court of Protection
          If you are unfortunate enough to get to a stage in your life where you lose the capacity to handle your affairs and you haven’t put in place a Lasting Power Of Attorney, then in order for someone else to take over your affairs they will have to apply to the Court Of Protection.

          Declaration of Trust
          A Declaration of Trust is for people who are purchasing a property or properties together and this is particularly relevant when they are making unequal contributions to the purchase price.

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          If you need advice please contact us on 0800 302 9448 or complete the form below

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