This can be a stressful time, particularly if you are unsure of the probate process. If the friend or relative that has died did not leave behind a valid will then there may be uncertainty about who has the legal authority to manage the estate and who the beneficiaries are.
It is important to get things right at an early stage so that you are reassured that you are following the correct legal process. If you are an Executor and you make a mistake in handling matters then you could be personally liable for any financial loss the estate suffers.
As a team we deal with estates on a daily basis. We handle a huge range of estates, from modest estates comprising a flat and a bank account through to complex estates with multiple investments and assets abroad.
We understand the probate process inside out and can guide you through all the various stages from interpreting the will, to paying any tax due, to distributing the estate to the beneficiaries.
We will do as little or as much as you want us to do and we will be open from the start about what it will cost you.
If you need help with an estate please get in touch.
Jonathan is a Private Client Partner, Taxation Technician & Chartered Tax Advisor
Charlie is a Partner and Head of our Private Client team in Exeter
Lynn is a Partner and Head of our Private Client team
Marjorie is an Associate in our Private Client team and previously a registered nurse
Rebecca Farley practices in probate, wills and estate & tax planning and powers of attorney
Michelle is a Chartered Legal Executive in our Private Client team
Carly is a Solicitor in our Private Client team in Plymouth
Tiffany is a Paralegal in our Private Client team
Charlotte is a Solicitor in our Private Client team
Carole is a Legal Assistant in our Private Client team
Zoe is a Legal Assistant in our Private Client team
Avril is a Trainee Chartered Legal Executive in our Inheritance & Trust Disputes team
Annette is a Personal Assistant to Private Client Partner, Jonathan Dickson
Catherine is a Personal Assistant to Partner and Head of Private Client, Lynn Smith
Rachel is a Legal Secretary in our Private Client team
Katie is a Legal Secretary in our Private Client team
Janet is a Legal Secretary in our Private Client team