Wills, LPA, Probate, Estate Administration

Wills:

A Will is the most important document you make in your lifetime. Our experts will ensure your family and loved ones are supported and provided for after you are gone.
As well as drawing up a concise, legal document, we advise how best to ensure your loved ones, especially children, inherit your Estate in both a timely and tax-efficient manner through use of Inheritance Tax planning.

If you do not make a Will, under the Intestacy Rules, your estate could be passed on to people, you never intended to benefit. Unfortunately, many ‘DIY’ Wills fail after death due to an error in the drafting or the Will not being witnessed correctly. This means the Will becomes ineffective and you risk your estate passing under the Intestacy Rules.

Even if you already have a Will, it is important to carry out regular reviews, especially if there has been a change in your personal or financial circumstances.

Lasting Power of Attorney :

Making a Lasting Power of Attorney allows you to decide who you would want to act on your behalf should you no longer be able to manage your own financial affairs or make decisions on your health or welfare. We advise and draft on both property and financial affairs, and health and welfare Lasting Powers of Attorney.

Alternatively, you may be concerned a loved one has already lost capacity without appointing anyone to act on their behalf. We can offer advice and support on making the application to the Court of Protection for a Deputyship order.

A Deputy acts in a similar way to an Attorney by acting in the best interests of the incapacitated person and making decisions on their behalf.

Probate & Estate Administration:

We provide expert support and guidance to you and your loved ones throughout every step of the probate process. Our specialist tax knowledge and legal expertise enable us to handle the probate process in a compassionate, sensitive, and efficient manner. Our team is on hand to help you every step of the way, including:

1. Locating the Will
2. If there is no Will, assist in determining the beneficiaries under the Intestacy Rules
3. Establishing the value of assets in the Estate.
4. Completing relevant Inheritance Tax forms and preparing the Statement of Truth
5. Making the application to the Probate Registry for the Grant of Representation.
6. Collecting all assets, paying liabilities, and preparing Estate Accounts.
7. Distributing the Estate to the correct beneficiaries

Contact information:

If you would like further information on any item within this brochure, or information on our services please contact: Mr. Andrew Lane – Private Client Solicitor

Andrew was born and still lives in Harrogate and was educated at the Quaker school Bootham in York. He obtained his law degree at Leeds university in 1976 and qualified as a solicitor in 1981. Andrew has a wealth of experience in Will drafting, probate, Lasting Powers of Attorney, and the Administration of Estates as well as being a Court appointed deputy for incapacitated clients. Andrew offers a friendly, sympathetic approach and works hard to ensure complex areas of law are explained in plain and straightforward language.

T 01274-559565
E contact@applebys-law.co.uk
Applebys Solicitors Ltd, Intake Road, Bradford, BD2 3JR