Wills & Probate
We know that making a will for the first time can be a really difficult step, but for most people it’s important that proper arrangements are made for their family, or partner, and assets. And, with proper advice, it needn’t be as daunting as it may seem. With many years’ experience in advising clients and drafting a wide variety of wills, we will help to smooth the way for you. The whole process will be looked after by an experienced solicitor,who’s a member of the Society of Trust and Estate Practitioners (“STEP”).
It’s up to you to decide who you want to leave in charge – your executors. We’ll advise on who might be appropriate to fulfill this role, and if you need to appoint additional trustees or guardians, for example, where young children are involved.
Whether you’re making a new will or updating an existing one, we’ll make sure you've thought everything through, and we’ll highlight any potential problems. The decisions are yours, but we’re there to help. For example, you may have to consider making provision for a ‘dependent relative’, or you may wish to provide for an adult with special needs. Or again, you may be able to reduce your Inheritance Tax liability with a gift to charity. We’ll advise on how any of these may be best achieved.
Once you’re sure how you want to leave your estate,we’ll draft your will carefully, to accurately reflect your wishes, and to avoid any ambiguity or loopholes. Before you sign, we’ll check it over with you, and make sure you fully understand the contents and any technical terms.
If you can’t make it to our offices, we’re more than happy to talk to you at home or arrange a hospice visit.
As part of drawing up your will, we’ll check if you would like us to prepare an Enduring Power of Attorney, should you be unable to look after your affairs, through illness or disability, during your lifetime. We’ll look after any subsequent application to the Office of Care and Protection. We provide a similar service where it’s necessary to appoint a “controller”, in the absence of an Enduring Power of Attorney.
We also undertake estate administration, providing advice and guidance to executors (where there’s a will) or administrators(where there’s no will or an “intestacy”). We work with a wide range of other professionals such as accountants,valuers and stockbrokers. We aim to carry out the administration as speedily and efficiently as possible, and we’ll set out and agree our charges in advance.
Should you find yourself in a contentious situation, whether in relation to a will or the administration of an estate, we’ll provide advice on your rights and the most appropriate course to follow, if necessary including representation in court or before the Master.
With Roger McLernon having been a Coroner for 21 years we are ideally suited to provide sound advice, assistance and representation in relation to inquests and unexplained or contentious deaths. We will liaise with the Coroner’s office and other state officials to ensure that any expert instruction is obtained that may assist in providing a fuller account of the circumstances surrounding the death.