Wills, Probate and Trusts
Wills
Making a Will is, in all honesty, a must for anyone who has assets or who wishes to appoint Guardians for their children. Without a Will the Intestacy Rules will govern what happens to your Estate, often with unexpected consequences. It is not as costly, or as time-consuming, as you may think. Feel free to call the Department for our latest fixed fees and you may download our short Questionnaire to assist you. Please note that we store Wills free of charge. For further information please see the links on the left to “Wills” and “Will FAQS”.
Probate
Dealing with the Administration of an Estate can be a daunting prospect. Having expert advice to hand will relieve the worry and stress. We will take you through the early steps of what action should be taken quickly and guide you through the whole process. For further information please see the Probate Advice link to the left. Feel free to call the Department for further advice and if you would like to download our Probate Questionnaire to help set you on your way please click here.
Trusts
Trusts are becoming, once again, an important feature in well thought through tax planning. In particular, with regard to pension funds and life insurance policies. If you have a sizeable pension fund, or life insurance policy, then please come and talk to us to find out how you may benefit your loved one’s tax efficiently.
Lasting Powers of Attorney
Lasting Powers of Attorney are something which we recommend to all our clients who are of retirement age or approaching retirement. They offer you an advantage of appointing people to help you look after your affairs when you are finding it challenging to do so and who will also be able to speak for you, if you cannot, when it comes to your medical and personal care. The benefits of putting Lasting Powers of Attorney in place are not to be underestimated. We offer a service in which we will assist you in completing the forms, or we can offer you a fuller service, dealing with the matters from start to finish. Please call our Department for more information.
Deputyships
If someone is unable to manage their affairs, and do not have in place a Lasting Power of Attorney, a Deputy will need to be appointed to manage their affairs for them. If you find yourself in this position we can help you make the Applications and advise and guide you in the whole process.“
Please call Esther Marchant on 01908-662277 or send Esther Marchant an email.
“As a client, my dealings with Heald Solicitors have always proved in all respects to be extremely professional. In particular, when handling quite complex personal matters, explanations provided were both articulate and easy to understand. In addition and importantly, responses to both written and verbal communications were always very rapid. For these reasons I would highly recommended the first class service provided by Heald Solicitors”.
Dr Ramsden
