Wills & Probate


Wills & Probate

Wills & Probate

Making a will is one of the most important things you can do for your family but most people die without having made one.  Will forms can be downloaded from the web or even bought  from the supermarket  but a will is an important document and should be prepared by a specialist: home made wills can easily fall foul of complex legal and tax rules and create unexpected problems.

It is human nature not to want to think about dying and so easy to put off making a will but we make the whole process as painless as possible. If you have purchased a property with a friend or partner, if you have just married or you have just had your first child, if you have a child or other relative with a disability, if you have children from a previous relationship or a business or you are thinking about separating from your husband or wife, you should make a will.

If you made a will more than five years ago, you should review it, as tax legislation changes regularly.

When a family member dies, even where there is a will in place, it can feel as if there is a mountain of paperwork to struggle through at a time when you are feeling at your most vulnerable. We understand that and will guide you through the process from beginning to end.

We have a dedicated private client department with specialists who just deal with wills, probates, estate planning and elderly matters. If you need advice about setting up, running or closing down a trust, if you have an elderly or frail parent whose affairs need to be managed, if you have no family yourself and are worried about how you will cope as you get older, if you want to provide for a disabled member of your family or you need help when someone has died, our lawyers will provide sympathetic support and advice.

We can advise you on the following:

  • Simple and complex wills, involving trusts.
  • Appointing guardians for your children
  • Life time and post-death Inheritance Tax Planning
  • Dealing with nil rate band will trusts
  • The creation, administration and winding up of trusts (including income tax and inheritance tax returns)
  • Making and registering Property & Affairs and Health & Welfare Lasting Powers of Attorney
  • Ordinary Power s of Attorney
  • Registering Enduring Powers of Attorney
  • Court of Protection work, including appointing a Deputy
  • Advance Directives (Living Wills)
  • Obtaining a Grant of Probate or Grant of Letters of Administration
  • Administering an estate when someone has died
  • Applying to the Court for rectification of a will

In conjunction with our litigation department we can also advise you on “contentious” matters such as a potential claim against another person’s estate, whether there are grounds to challenge a will and how to ensure that trustees or executors comply with their duties.

We are very approachable and are happy to speak to you initially over the telephone. We can arrange to visit you at home if you have impaired mobility and can provide you with booklets in Braille or recorded form.  Call Matthew today on 01420 82881 or email matthew.porter@bookersandbolton.co.uk.