Services for you

Wills & Probate

It is all too easy to put off making a Will. However, it is vital that you have an up-to-date Will to ensure that your wishes are brought into effect when necessary. Many people find that the professional advice from soliciors like us provides peace of mind as well as offering solutions to the worry of Inheritance Tax.

Our experienced wills probate solicitors and staff in this department establish and maintain long-standing relationships with clients through the various stages of their lives whilst advising those clients in connection with a number of legal and other issues. With the ever increasing changes in Inheritance Tax and other legislation our clients, both young and old, need to plan their finances and review their wills on a regular basis.

IIt is all too easy to put off making a Will. However, it is vital that you have an up-to-date Will to ensure that your wishes are brought into effect when necessary.

Charlotte Holfert – Partner

Call us today on 020 8680 2638

to arrange an interview

As clients get older, they require and receive a caring and personalised service from our solicitors who have advised them for a number of years and whom they have come to trust. We are able to assist elderly clients with the general management of their finances, estates and affairs and are able to offer home visits and visits to nursing homes, if necessary.

The expertise of the Partners, solicitors and staff in our well established Wills and Probate department enables us to deal with the administration of estates quickly and efficiently at what is a distressing time for the family and relatives. The Partners will act as executors and trustees either alone or jointly with family members or friends to ensure that your wishes are carried out.

A death can be a distressing and emotional time and the duties of Personal Representatives are often burdensome, time-consuming and complicated. We provide a professional service acting on behalf of the Personal Representatives giving peace of mind at a difficult time. We seek to administer the estate in a personal matter working with the Personal Representatives to deal with their duties as quickly and efficiently as possible.

As every estate is different, and the assistance required by each Personal Representatives differs on a case by case basis, it is sometimes difficult for us to provide an accurate quote; we will do as much or as little as the Personal Representatives require and therefore our costs will vary. The costs information below is set out as a guide, and we would encourage you to contact us if you require a more detailed, no obligation quotation.

What we do

Preparation of Wills
Preparation of Powers of Attorney
Court of Protection applications and administration
Obtaining Grants of Probate of Wills
Dealing with the administration of estates
Dealing with the estates of those dying intestate

Formation and administration of settlements and Trusts
Inheritance Tax advice and planning
Administration of the affairs of the elderly
Deeds of Variation
Inheritance Act claims
Will disputes

I need to make a new will, how can I do this?
If you have used us for your previous will, we can create the new will and revoke the old one.

If you want to make a new will where the original was done by another firm, you will need to get your old will from your previous solicitors and pass it onto us.

If you have made a new Will with another firm of solicitors, it would be advisable for you to request the original Will which we hold for you and pass it to your new solicitor.
I have my will held by you, how can I take it out?
If you would like to obtain your original Will from us, you will need to write to one of our offices and we will send the original to you.

Please include your full name and contact details if you write in and provide certified copies of photo ID and proof of address.

Alternatively, you can telephone one of our offices and make an appointment to come in and collect the original. If you arrange to collect it from our offices, simply bring in the original photo ID and proof of address.

The will can only be taken out if it is your will or you an executor of another person’s will.
Do you offer fixed fee probate?
We can offer fixed fee costs in the following circumstance:-

If the estate is uncontested, non-taxable, all assets are in the UK and a full inheritance tax account is not required, we can obtain the Grant of Representation on behalf of the Personal Representatives for a fixed fee of £1,800 plus VAT and disbursements.
What happens to my will once it has been written?
The majority of our clients leave their original Wills with us and we will of course provide you with a signed copy for your records.
I need to make changes to my will, do I need to make a new one?
Depending on the changes you wish to make to your existing will, you may not need to create a new will entirely. If you would like to make changes to your existing Will and it was drafted by us we may have the document saved on our system. This means that we can simply amend the relevant clauses you wish to change.

If we did not make your existing Will, then we will need to see the original document and we can then either draft a new Will for you or a Codicil if the changes required are only very minor. Major changes may require a new will to be created.

You do not need to sign a new Will if the only changes is to an address of one of your Executors or beneficiaries. Please write to us with confirmation of their new address and we will place a copy of your letter with your original Will.
What if I or a family member can’t physically make it to your offices?
Our Probate solicitors can schedule home appointments with you for each step of your Probate matter.

Costs Information

Our Wills & Probate Team

Select a team member to see more

David Moore

With over 40 years experience in private practice with the firm, David has dealt with many aspects of the law and, in particular, probate, commercial and residential conveyancing.

David Moore

Senior Partner, Wills & Probate / Residential conveyancing

Charlotte Holfert

Charlotte Holfert heads up our Wills & Probate Department and is involved in a broad range of Private Client practice areas.

Charlotte Holfert

Partner, Wills and Probate

Richard Curran

Richard Curran specialises in Private Client work including Wills & Probate, Powers of Attorney, Court of Protection Applications and Residential Property Conveyancing.

Richard Curran

Partner, Wills and Probate

Peter Russell

Peter Russell specialises in Private Client work, including Residential Conveyancing for Property Sales & Purchases, Re-Mortgages, Powers of Attorney and Wills & Probate.

Peter Russell

Partner, Wills & Probate / Residential conveyancing

Alistair McKie

Alistair McKie is a solicitor specialising in Private Client work.

Alistair McKie

Partner, Wills and Probate

Natalie Meehan

Natalie Meehan is a qualified solicitor in our Wills & Probate Department based at the Purley office.

Natalie Meehan

Solicitor, Wills and Probate

Alison Stimpson

Alison specialises in Private Client work, specifically:

Advising on and preparing Wills
Amending existing Wills and preparing Codicils
Advising on and preparing Lasting Powers of Attorney
Administering estates with or without a Will, including Inheritance Tax advice

Alison Stimpson

Solicitor, Wills & Probate

Mark Dunkley

Mark Dunkley is an experienced Wills & Probate practitioner.

Mark Dunkley

Executive, Wills and Probate

Kathryn Evans

An experienced Probate Executive, Kathryn deals with Private Client work.

Kathryn Evans

Executive, Wills and Probate

Mera Netts

Mera is a Probate Executive at Streeter Marshall working at our Purley office.

Mera Netts

Executive, Wills & Probate

Contact Our Wills & Probate Team

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