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Personal and Business Legal Services in Solihull

Wills, Trusts & Probate


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Wills

A Will is a legal document that lets you specify how you want your estate (your assets and money) to be handled after your death.  If you die without making a Will, you are deemed to have died intestate and your estate gets divided up under the Rules of Intestacy which might not be done in a way that you would have chosen.

You can specify various things in your Will, including who you wish to be your Executors, Guardianship for child(ren) (if they are under the age of 18), funeral arrangements and legacies of either money or personal belongings to family members, friends or charities.  You can also make provision for setting up trusts if you want to leave money to anyone under 18.

We recommend reviewing your Will every five years or sooner if there have been changes in your family or financial circumstances.  These changes might include moving house, having a child, the death of an executor or beneficiary, getting married and getting divorced.

We can also advise on ways to mitigate any inheritance tax that might be levied on your estate.

We will give you professional and tailored advice on making your Will and then store your Will in our fire-proof safe free of charge. 

Lasting Powers of Attorney

There are two types of LPA, one for Health & Welfare and one for Property & Financial Affairs.  The benefits of each are:

Property & Financial Affairs

Allows your chosen attorneys to make decisions on your behalf as to how your bank and building society accounts are managed, pay your bills, collect any pensions or benefits you are entitled to and sell your property.

Health & Welfare

This LPA covers two scenarios.  Firstly, where decisions needed to be made in relation to residential or nursing care and you were unable to appropriately make those decisions.  Secondly, in relation to the giving or withholding of medical treatment, particularly in an end-of-life situation.  Your chosen attorneys could be involved in any such discussions and decisions that needed to be made in these circumstances.

You can choose whichever LPA you would like to make, you do not have to have both.  For instance, if you would like someone else to be able to decide on your medical care but you want to retain control of your finances you are able to do so.  Both LPAs can only be used once they are registered and with your permission before your attorneys are able to make decisions on your behalf. 

We can provide expert advice on which LPA(s) are right for you, register the documents for you and store them free of charge in our fire-proof safe.

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Probate

Have you recently suffered bereavement in your family?

We can help you deal with the many matters that can arise, including obtaining a Grant of Probate, administering the estate, transferring or disposing of property and dealing with banks, building societies, pensions providers and utility companies.

We can also deal with other complexities that may arise including, for example, dealing with disputes over Wills and property, Inheritance Tax, intestacy, deeds of variation and more.

If you are a beneficiary in an estate we can advise on what your rights are or, if you have been left out of a Will where you think you should have benefited, we can provide assistance in making a claim against the estate.

Our friendly and caring approach, coupled with wide-ranging knowledge and experience, is available to give you peace of mind over all of these potentially complex arrangements.

Trusts

The creation of Trusts can be beneficial for a number of reasons.  A Trust can offer protection for a beneficiary who, because of their age or mental incapacity, may not be able to properly look after their own assets.  Trusts can also be arranged to protect assets for your family for many generations.

There may be various reasons a person may be considering creating a Trust.  We can provide advice on the different types of Trusts available and guide you through the process of setting up a Trust and managing it.  We can also offer advice to Trustees as to their responsibilities and obligations.

Court of Protection

There are many situations which would fall under the jurisdiction of the Court of Protection.  One of these might be where someone has lost mental capacity and can no longer make decisions for themselves but did not make a Lasting Power of Attorney.  We can make an application to the Court of Protection to appoint a Deputy to look after their affairs.

The Court will appoint a Deputy and will decide what decisions they can or cannot make.

We can guide you through the process of making an application to the Court.

   

Please contact us to arrange an initial discussion on any of these issues on 0121 270 2700 or via our contact page.

We offer a FREE half hour initial consultation on all legal matters.

Meet the team

Graham Pearce portrait

Graham Pearce – Director

Hayley Palmer – Senior Solicitor

Rachel Ison

Rachel Ison – Solicitor