More about our Wills and Probate Service:
Ruth Brockett has many years of experience in this field and is a fully accredited member of Solicitors for the Elderly and can advise and assist in the following areas:
Discussing with you your hopes and plans to provide for your loved ones after your death and advising how best these can be achieved by including the appropriate provisions within your Wills. Considering with you whether there are any persons who may be able to claim against your estate if you have not provided reasonable financial provision for them, and whether there are any steps you could take to avoid a claim being made. These issues are especially important as more families are second marriages/partnerships and there are children from an earlier relationship.
Lasting Powers of Attorney
Advising and preparing Lasting Powers of Attorney to appoint the person(s) who you would want to make the necessary financial decisions (Property and Financial Affairs) and decisions concerning your health and care (Health and Welfare) if you lose the capacity to make these yourself in the future.
Managing the financial affairs of elderly or other vulnerable people
If a Lasting Power of Attorney cannot be made (because the person has already lost mental capacity), Ruth can advise and assist in helping a family member to make an application to the Court of Protection for a Deputyship Order.
Assisting in all the legal aspects following a death – whether you are an executor or if there is no Will and you are next of kin. We can assist in completing the necessary forms to lead to a Grant of Probate and also help you with the entire process of collecting in the assets of the estate, paying any inheritance tax due, preparing estate accounts and distributing the estate in accordance with the Will (or in accordance with the Intestacy Rules if no Will – or no valid Will – was made.
Deeds of Variation/Family Arrangement
There are times when it can be agreed that for tax or other reasons, the Will (or intestacy) provisions of the deceased should be varied after their death. There are strict time limits to be adhered to. Ruth can advise and assist in these circumstances.
There are times when it is appropriate and advisable to consider setting up a Trust within your lifetime – Ruth can discuss all of the circumstances and guide you to make a comfortable decision and refer you to independent tax advice, if required.