Wills and Probate

Making or executing a Will

Preparing a Will is something many of us delay doing but our team make the process much easier than you may think.  By asking all the right questions we help you make decisions about the people and causes that matter to you, while advising you on tax matters.

If it helps, you can appoint us to administer your estate to ease the burden on your family, and we can also support you if you’ve been appointed as an executor of a Will.

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Preparing for your first meeting

Preparing for your first meeting

Depending on the nature of your first meeting with us there are a number of documents you can bring to help us help you further.  If it’s just a first meeting to establish what you need to do we simply recommend:-

  • Considering whether you wish to attend the meeting alone or with a friend or family member
  • Putting together a list of questions

When you are ready to instruct us it would be really helpful if you could provide us with the following information:-

  • Proof of ID: a valid passport or driving licence
  • Proof of Address: a utility bill of bank statement no less than 3 months old
  • A copy of your will, if you’ve already made one
  • An approximate list of your current assets or inventory of your estate
  • Contact details of the chosen executors and beneficiaries
  • Details of the guardians for any children under 18
  • Details of any charity you would like to leave a legacy for.
  • Death certificate, if you’re coming for advice on someone else’s will

Resources / Downloads

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Lasting Power of Attorney – how to ensure you still have your say!

A Lasting Power of Attorney gives family members or friends the ability to act in the best interests of their loved ones if they are unable to make their own decisions. This could be either through ill health or incapacity.

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A Will is not for life – Find out when and why it should be reviewed

A well drafted Will covers many eventualities but our lives sometimes take unexpected turns and changes in our circumstances can lead to us needing or wanting to make different plans for the future.

Helping you make a Will

Delicate decisions around guardians for children, what assets to give to beneficiaries, who to name as executors, etc can be simplified when you seek help.  It is far more comforting for a grieving family to know that their loved one’s wishes are being followed – we urge anyone with children or assets to seek professional advice and take this important step.

Acting as executor of a Will

If you’ve been appointed as an executor of someone’s will it can be complicated and confusing – especially at a difficult or emotional time.  Our probate team can help you avoid disagreement or unpleasantness arising in families.  We can help you establish the contents of the estate, use the funds to pay expenses such as funeral costs, distribute the assets and sometimes close bank accounts and file Tax Returns.

Lasting Power of Attorney

Lasting Power of Attorney is required for someone else to make decisions about your finances, and or about your health and personal care if you are no longer able. It can help to appoint an impartial third party to act as your lasting Power of Attorney.  We offer a free first meeting so please do get in contact to discuss lasting Power of Attorney for yourself or a relative or friend.

Meet Our Lawyers

Fixed fees

To put your mind at rest, we offer fixed fees, which also include secure storage for your will until it is needed.

Wills and Probate services we offer

  • Will drafting and review
  • Tax planning
  • Financial provision for families
  • Lasting Power of Attorney
  • Trusts
Cameron KinrossWills and Probate