personal service with a flexible approach


I offer a personal service with a flexible approach. As a local, independent lawyer, I can come to your home to discuss your needs at a time suitable to you and can be available for evening appointments at your convenience. I am able to offer a more cost effective service than a high street solicitor practice, plus qualifications and specialism exceeding those of unregulated will writers. I will listen to your needs, gain an understanding of your circumstances and wishes, discuss any issues and provide all the options available to you and then deal with your requirements based on your informed instructions. 


Wills

Lasting powers of attorney

Declaration of Trust

Severance of tenancy

Business decisions

Ordinary power of attorney

Estate administration

Health and care decisions

Intestacy

Obtaining grants of probate

Financial decisions

Deputyship application


Wills

When deciding to make a Will, to amend an existing one by codicil or to make Lasting Powers of Attorney it is advisable to think carefully about who you would like to undertake the work.  There are many companies that offer cheap will writing and preparation of Power of Attorney services and people can often be encouraged to take advantage of these offers rather than deciding to use a local Lawyer, the decision based purely on cost alone. However, mistakes can be easily made and if there are errors, particularly in the Will, this can cause complex problems after death. 

 

There are many reasons for making a will and in many circumstances it is clearly important such as:

  • for inheritance tax planning purposes
  • to protect the interests of children from a previous relationship
  • to make provisions for a co-habitee
  • to set up trust for minor or disabled beneficiaries
  • to decide on guardians for minor children
  • to decide who you wish to benefit should there be no close family members
  • to protect against your Estate passing under the Intestacy rules which take effect if no will made.

 

Making a will does allow for peace of mind after having the opportunity to consider and talk through all relevant options and for your wishes to be set out in black and white to leave no room for uncertainty.

 

 

Probate

Probate is the process of dealing with the estate of someone who has died - which generally means clearing their debts and distributing their assets in accordance with their will.

 

Technically, 'probate' refers to getting permission to carry out the wishes within someone's will, though the term also applies to the whole process of settling someone's estate. 

 

If you are named as the Executor, you will be responsible for executing that person's will and to distribute the estate.  For this you will need to gather in all the deceased person's assets and distribute them to the beneficiaries.

 

For permission to manage this process, you'll need to apply for grant of probate.

 

Please note there are separate rules if someone dies without a will, otherwise known as dying intestate.

 

 

Lasting powers of attorney

It is not easy to think about a time when you won't be able to make your own decisions, but it can help to be prepared. A power of attorney is a legal document that allows someone to make decisions for you, or act on your behalf, if you’re no longer able to or if you no longer want to make your own decisions.

 

There are a number of reasons why you might need someone to make decisions for you or act on your behalf:

  • This could just be a temporary situation: for example, if you're in hospital and need help with everyday tasks such as paying bills.
  • You may need to make longer-term plans if, for example, you have been diagnosed with dementia and you may lose the mental capacity to make your own decisions in the future.
  • There are different types of power of attorney and you can set up more than one.

 

Ordinary power of attorney

This covers decisions about your financial affairs and is valid while you have mental capacity. It is suitable if you need cover for a temporary period (hospital stay or holiday) or if you find it hard to get out, or you want someone to act for you.

 

Lasting power of attorney (LPA)

An LPA covers decisions about your financial affairs, or your health and care. It comes into effect if you lose mental capacity, or if you no longer want to make decisions for yourself. You would set up an LPA if you want to make sure you're covered in the future.