Wills, Trusts and Probate
Our long established Wills, Trusts and Probate department is the domain of Patricia Martin. Patricia is an associate member of the Society of Trusts and Estate Practitioners (STEP) and specialises in all matters in this area and brings understanding and sensitivity to situations which can be extremely stressful.
We regularly visit hospitals and care homes to take Will instructions and we are very happy to visit you at home if you are unable to attend our office.
As members of STEP we follow the STEP Will Code. Patricia is also a member of the Law Society’s Private Client Group.
Making a Will is a straight forward and cost-effective way of ensuring that your loved ones are taken care of long into the future and also enables you to leave money to charities.
A Will is a legal document which makes sure that your money, possessions and property end up with the people or charities you want to benefit. It may also assist you in minimising inheritance tax. If you don’t make a Will, then the law says who will inherit your estate, and it may not necessarily be the people you would expect.
If you live with your partner and are not married, you need to make a Will to ensure that your assets pass to your partner as they will not pass to them under the law.
Even if you think that you do not have many belongings you will almost certainly be worth more than you think – and making a Will makes everything easier for your family after your death at what is inevitably a difficult time for them.
You can change your Will at any time. In fact we suggest that you review your Will at least every five years, and whenever any life-changing incidents take place – the birth of grandchildren, for example, or on separation or divorce, or a re-marriage, particularly where there are children from a previous relationship.
You can of course write your own Will, but as so many cases have sadly shown, it is easy to make mistakes in the wording or signing (which is very precise) resulting in considerable distress (and often large expense) for your family and dependents.
Trusts are commonly used in Wills to minimise inheritance tax, protect children or vulnerable or disabled adults, or limit the misuse of inherited money by children considered to be less than responsible.
A properly prepared Trust is essential in these circumstances with full consideration given to the tax and state benefit implications.
When someone dies the responsibility of sorting out their financial affairs and distributing their property and possessions to the right people falls on their Executors (if they have left a Will) or to their closest family member.
Usually all their assets are frozen and either a Grant of Probate (if there is a Will) or Letters of Administration (if there is no Will) is needed to enable them to be dealt with.
It is important that everything is handled properly or lengthy and expensive disputes can arise.
Many people find that dealing with all the paperwork involved is burdensome and stressful at what is already a difficult time. We can help here, dealing efficiently with all the problems which may arise and making sure that the all bills are paid and the estate distributed correctly and in accordance with the law.
If we can help you with any of these matters, please call or email firstname.lastname@example.org.
Patricia, I cannot thank you enough for all the support, care, advice and hard work that you have given me in what has been a very emotional rollercoaster regarding my dad. Thanking you again.
Emily, You cannot improve on perfection.
Mrs Martin, I just want to thank you for all that you have done for my mother in such very difficult circumstances.
Patricia I have recommended you because you really care about your clients – you stand up for them against all challenges and really go the extra mile.
In Richard we have a quite outstanding deputy for my sister.
I have to say that you have been a beacon of professionalism and competence in a sea of poor service from many other parties. I will have no hesitation in using your services again and recommending you to others. Well done!
All staff are extremely friendly and helpful, especially Emily and Laura who could always be relied upon to deal with queries quickly. I will definitely use you again – you are reasonably priced and efficient.
Just to thank you for dealing with my documents so professionally yesterday
I will definitely be happy to recommend Andrews Martin – in fact I already have!
Your level of service was excellent.
We found you friendly, welcoming and we felt comfortable both in Reception and with the solicitor who went through the information clearly and we didn’t feel rushed.
I was extremely satisfied with the service that we received from Andrews Martin.
Laura was a star!
You could not have done better. Your service was first class – thank you.
Emily bent over backwards to solve problems when they occurred and kept me informed throughout.
Your service was outstanding – there was nothing that you could have done to improve!