Although not at the forefront of everyone’s mind, making a Will is crucial if you want to decide who gets your assets after your death.
At Swan & Dale Solicitors, our wills and probate department offers easy to understand advice in helping you to take care of your estate. Even if you already have a Will, we can help you make any adjustments or changes if necessary. Our experienced team also offer complete Will drafting services.
Without a Will, you cannot control what happens to your assets after your death. Drafting a professionally prepared Will enables you to appoint relations or friends as Executors to deal with the administration of the estate. This is particularly important when underage beneficiaries are involved. At Swan & Dale Solicitors, we are more than happy to act as your Executors if required.
We work closely with you to make your Will drafting process as simple as possible. We will provide you with the appropriate advice to reach peace of mind; knowing that your wishes have been recorded.
It’s important that we take time to get to know your circumstances and wishes, so that we may provide the professional advice that such an important and often complex matter demands. We are flexible and are willing to arrange a meeting outside our offices, should this be necessary.
Probate is the making of an application to the high court, upon the death of an individual to give Executors/administrators permission to deal with the deceased’s property and affairs. The executor(s) appointed in the deceased’s Will, will be responsible for seeing that an application is made, unless the deceased did not have a Will, in which case the law/ rules of intestacy set out who can apply for probate.
Coping with the death of a loved one or a close friend imposes great strains on you and your family. As an administrator or executor, you must also begin to comply with the provisions of the deceased’s Will or the administration of his/her estate under the rules of intestacy if the deceased left no Will.
We deal with the administration of estate including:
• Calculating inheritance tax on assets
• Obtaining the grant of probate or letters of administration
• Settling any tax liabilities during the winding up of estate
• Settling the tax affairs of the deceased
• Arranging sale or auctions of assets
• Arranging payment of any debts and legacies
• Advising on and dealing with the sale of any property
• Collecting and distributing the assets amongst beneficiaries
As an Executor or administrator, you are under strict legal obligations to ensure that any taxes are paid, that the debts of the estate are dealt with, and that the assets of the estate are distributed in accordance with the terms of the Will of the deceased. We can deal with all of this, removing a considerable and time-consuming burden at a difficult time for you and your family.
Monday: 09:30 - 17:30
Tuesday: 09:30 - 17:30
Wednesday: 09:30 - 17:30
Thursday: 09:30 - 17:30
Friday: 09:30 - 17:30
We have out of hours appointments available on request.
The office of the Public Guardian (previously the Court of Protection) deals with situations where individuals are unable to manage their own affairs and they have not legally appointed anyone else to do so. We believe that everybody should be free to choose, whilst they are still in a position to do so, who will manage their property and financial affairs if they are unable to do so themselves. This could be for any number of reasons such as mental or physical incapacity, or due to an absence abroad.
In these situations, lasting powers of attorney have replaced enduring powers of attorney as the way of delegating this decision making. It’s a highly complex area of law and one in which no two cases are the same. This is why it is essential to consult a specialist to draft such documents so your assets are protected.
For those who don’t have either an enduring power of attorney or lasting power of attorney but need help in managing their affairs, we can advise on an application to the court to appoint someone.
You can make provision for someone during your lifetime, by making a lasting power of attorney. Under the lasting power of attorney you can appoint one or more people you trust to manage your financial affairs and make welfare decisions for you at a time when you are most vulnerable. Your attorney could be a close relative, a trusted friend or your professional adviser.
Do you need assistance writing a Will? Call our team today on