family - will writing

Wills and Probate

Our Wills and Probate department deals with:

  • Wills
  • Probate
  • Trusts
  • Court of Protection
  • Powers of Attorney
  • Gifts
  • Inheritance Tax Planning

 

Our experienced team offers a comprehensive service for Wills, Lasting Powers of Attorney, Probate (Administration of Estates), Trusts and Court of Protection.

We offer a Will drafting service which enables you to plan how you would like your assets to be distributed. You may also be able to minimise any future tax liability. In addition, we are able to advise about Lasting Powers of Attorney and the Court of Protection. Lasting Powers of Attorney can be extremely useful for anybody who is struggling to manage their own affairs or who wants to make sure everything is in order for their future if he or she becomes incapable of managing things themselves.

We are always willing to help with any legal practical matters that need attending to after a death and will agree a plan of action with you from the start. Whether that is simply to obtain Probate or deal fully with the administration of the estate, we are happy to help.

 

To talk to us further, click on the button below.
 

Wills and Probate Department Staff

Our team has over 20 years of collective experience in delivering high quality work in all matters relating to wills and estate administration. The team has particular expertise in high value estates and inheritance tax matters.

We have three members of the team who may work on your matter. Regardless of who works on your matter, they will be supervised by Stephen Morrison who is one of the partners in the firm.
 
 

Alan Gates

Head of Wills & Probate

Alan is the head of our team and has over 17 years’ experience in private client work, specialising in wills and probate. Alan has been working in this area since he qualified and has helped thousands of families and individuals.

Alan qualified as a Chartered Legal Executive and worked at different firms before moving on to join our firm in 2004. He is A Full Member of the Society of Trust and Estate Practitioners (STEP), a member of the Law Society’s Private Client Section and a Full Accredited Member of Solicitors for the Elderly (SFE). Alan holds an “Older Client Care in Practice” award and is also a Dementia Friend, an initiative set up by the Alzheimer’s Society to transform the way the nation thinks, acts and talks about dementia. He is regulated by CILEx Regulation and is bound by the STEP Will Writing Code and the Code of Conduct of CILEx, STEP and SFE.
 
 


 

Jody Lewarne

Wills and Probate Executive

Jody is a Wills and Probate Executive who has considerable experience of Wills, LPA’s and Deputyships, having worked in this area for over 6 years successfully advising on over hundreds of Wills, Probate and Estate matters.

Jody is particularly interested in elderly client care and Court of Protection matters and is available for home visits.

Jody successfully gained her CILEx level 3 in 2006 and is also a Dementia Friend having undertaken training in 2017.
 
 

Laraine Smailes

Legal Assistant – Wills and Probate

Laraine is the assistant within the family department.

She has worked at our firm for over two years, but has almost 10 years’ experience in this field, Laraine is particularly interested in older client care having working in a care home for a number of years.

Laraine is experienced and able to support clients in relation to all wills and probate matters and management of files.
 
 

Wills and Probate Fees

Click on the button below to see our fees for Wills and Probate work.