Wills, Trusts & Estates

Wills
Probate
Disputed Probate
Power of Attorney

Wills

Failing to leave a Will without adequate provision can cause problems within the family and in respect of Inheritance Tax.

We regularly advise on a range of matters, including:

• Inheritance Tax advice
• Appointing Executors and who to appoint
• Provision for minors and dependents, including guardianship
• Trusts
• Gifts made under a Will
• Charitable gifts
• Generally who to leave assets to

*Public Funding may be available in certain circumstances

Probate

Probate is an area of law, which deals with the distribution of a person’s estate and assets after their death. Such advice can be provided whether there is a Will or not. Throughout the course of probate, matters may include:

• Contacting all asset holders
• Contacting creditors
• Placing a Statutory Advert in newspapers
• Valuation of Estates
• Probate valuation of property
• Obtaining Grant of Probate
• Preparation of Estate Accounts
• Distribution

Disputed Probate

There are often disputes arising within the family or with Executors of a Will regarding the wishes of a deceased person in a Will or an estate.

We regularly advise in a range of disputes including:

• Failing to provide adequate maintenance provisions for family members
• Failing to provide any maintenance provisions
• Disputes under a Will
• Property and residency disputes
• Representation within Court Proceedings

*Public Funding (Legal Aid) may be available in such cases, dependent upon circumstances.

Power of Attorney
(Enduring and Lasting)

Increasingly, we are all living longer but we may, at some stage, be unable to deal with matters, both financial and personal, ourselves.

A Power of Attorney can appoint a trusted person of your choice, who can deal with matters on your behalf on a permanent or temporary basis.

Advice and assistance may include:

• Registering existing Powers of Attorney with the Court of Protection
• Preparation of relevant documentation in respect of financial affairs or personal/welfare   affairs
• Registering with the Court of Protection
• Assisting with disputes and offering guidance

Contact us today to arrange an appointment on 0151 647 4051
or click the button above to receive a call back from a member of our legal team.