Wills & Probate

Wills

Because making a will is personal, we don’t offer a form filling service, but we do offer a free first interview.

If you complete the contact us form, or telephone us during office hours on 07949185514 & we’ll arrange an appointment.

We will talk over your individual needs with you, explain how the law may impact on what you would like, and what can be done about it, and any potential problems before drafting a will reflecting your choices.

Why is it important to make a will?

To make sure that you choose who inherits from your estate, the law applies the intestacy rules if you don’t make a will, this means that your husband or wife may not receive what they or you expect, and if you are an unmarried couple, your partner may receive nothing at all if you don’t make provision in a will.
Make a will:

  • For peace of mind knowing that your money and possession will go to the people and causes you care about
  • To avoid potential disputes after your death
  • To make sure your business passes to your chosen successor
  • To appoint someone you know and trust to deal with the administration of your estate
  • To avoid paying unnecessary inheritance tax
  • To benefit your chosen charities

Probate

Following bereavement, someone has to take responsibility for obtaining legal authority to deal with the financial affairs of the person who has died. The authority is known as the grant of probate (where there is a will) or administration (where there is no will).

We can advise on the steps to be taken, and either undertake all the work for you or work alongside you providing guidance when you need it. Briefly, this will cover:

  • Valuing of the assets and liabilities of the estate;
  • Calculating and paying inheritance tax;
  • Preparing papers for the probate registry and where necessary HRMC;
  • Obtaining the grant of probate or administration;
  • Collecting in the assets of the estate and from the assets paying any debts;
  • Advising you about any proposed deed of variation of a will
  • Paying any legacies or gifts in the will;
  • Transferring property or dealing with a sale;
  • Preparing estate accounts detailing the money handled during the administration;
  • Making the final distribution to the people entitled to the estate;