Wills & Probate

We offer a full range of Wills and Probate services and our department is based on the ground floor of our offices in Stoke Road, Gosport.  See below or contact us for further details.

Our Private Client lawyers can assist you with:

–    Making a Will – Simple Single Wills or Wills for Couples

A Will is the only legal document by which you can leave all property in your own name (“your estate”) to those you wish to benefit after your death.  If you wish to make a Will we can help you make a simple Will or a more complex Will depending on your needs.

See Our Guide to Marking a Will further details

Once you have made your Will you will want to know that:

1. It is kept safely.

Donnelly & Elliott have a fire-proof strong room and keep electronic copies which are backed up daily and instantly accessible by us.

2. That your assets will go to the people named in your Will.

Wills can be challenged. We use both electronic and paper record keeping to document your instructions and the circumstances in which a Will was made including evidencing our assessment of the soundness of mind of the person giving it. The key thing is that these records are available for inspection when you die and that the company that prepared it for you can be relied upon to assist. If necessary, you can appoint this firm as Executors to ensure that your wishes are followed, your estate distributed and tax paid to a professional standard avoiding stress for relatives or bypassing complicated family relationships.

We have been successfully protecting client’s wishes as to how their assets should be distributed in the event of their death from our office in Gosport for over 70 years. Solicitors are also regulated by the Solicitors Regulation Authority (‘SRA’) which protects client’s assets in the event of the winding up of the company. You may not need to know this until it is too late!

Many cheaper unregulated providers come and go in the market. Our rates are competitive, our advice straightforward and in your language. Our track record is proven and clients and their families continue to rely on us through the generations because we take the time to understand their needs and provide simple solutions to complex matters.

–    Complex Wills

If your needs are more complex, for example you are in a second relationship and have children from a previous relationship, do not have children or have unusual assets, we can make a Will which is suited to your situation and wishes.

–    Business Owners

We can provide practical advice on how to protect your business the event of your death including business LPAs, leaving your business in your will and business property relief for Inheritance Tax purposes.

–    Will amendments/Making a Codicil

If you already have a Will and just wish to make a simple alteration, we can draw up a Codicil to attach to your Will to facilitate the change you wish to make.

 

–    Probate

If you have been appointed as an executor in a Will by a family member or friend, administering their estate after they passed away can be a complex matter.  Administering an estate is commonly referred to as ‘Probate’ and we are able to offer a full estate administration / probate service.

Please read our article “what is probate and why do I need it” for further details.

 –  Intestacy

If your loved one has died without making a Will, their assets will pass in accordance with a set of rules known as the Intestacy Rules.  These Rules determine the beneficiaries of the assets and the persons responsible for administering the estate.  The Rules are complex, particularly if the deceased died leaving a husband/wife and children.  Our lawyers are on hand to guide you through the process.

Please read our article what happens if I die without making a Will for further details.

– Inheritance Tax (or IHT)

Our team of lawyers can assist with the preparation of Inheritance Tax returns.  We can advise on the level of IHT to be paid and help you apply for the appropriate exemptions and reliefs.  For home owners we are also able to advise on the Residence Nil Rate Band – see our article Inheritance Tax and your Home for further details.

 – Deeds of Variation

If you wish to adjust the distribution of an estate, we can assist in the drawing up of a Deed which addresses inheritance tax issues.

We offer a full range of Elderly Client Care services and our department is based on the ground floor of our offices in Stoke Road, Gosport.

–    Home Visits

If you are unable to attend our offices in Stoke Road, Gosport, we are able to come out and visit you whether at home, in a residential/nursing home or in hospital.

– contact details

02392 505 500 or enqs@donnelly-elliott.co.uk

 

 

 

 

 

Chris Paterson is a member of the Society of Trust & Estate Practitioners (‘STEP’)

Our Private Client Team

Chris Paterson

Private Client Executive

Trusts, Wills and probate and elderly client care

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Donnelly & Elliott Limited is a law firm authorised and regulated by the Solicitors Regulation Authority. SRA number 439703. © Donnelly & Elliott - All rights reserved.