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Wills & Trusts

Rupert Wood & Son are able to offer specialist knowledge and advice with regard to the preparation of Wills, Probate, Trusts, Lasting Powers of Attorney & Deputyship.

  • Inheritance Tax Planning
  • Preparation of Wills and Trusts
  • Court of Protection Applications
  • Lasting Powers of Attorney
  • Protecting the Assets of the Elderly
  • Discounted Gift Schemes

Here are a few tips when applying for a grant of Probate or Letters of Administration.

  1. Check first of all with the firm of Solicitors holding the Will or who prepared the Will or who has acted for the deceased person in the past. If the deceased person had confidence with such firm then so should the executor / administrator. You will be given initial free advice and be pointed in the right direction.
  2. Avoid being referred to Solicitors you have never heard of or who are situated outside of the area, by parties involved in the post death process. The legal process can be very personal and you may need one to one meetings with your legal advisor during this sensitive period.
  3. Obtain an estimate of costs and compare charges.

We have three guides to help you in some of these areas as follows:

Making a Will
Ten Reasons for Making a Will

Inheritance Tax Planning
Ten Steps to Reducing IHT

Lasting Powers of Attorney
Ten Reasons for Making a Lasting Power of Attorney

A Lasting Power of Attorney is a legal document authorising someone to make decisions on your behalf about your welfare property or affairs and is particularly useful when you are not able to make your own decisions due to some incapacity whether mental or physical.
If you lose mental capacity in some way or are incapable of making your own decisions then a Lasting Power of Attorney allows you to appoint someone you can trust to make decisions for you.

The Lasting Power of Attorney must be registered at the Public Guardianship Office before it can be relied on