Lawyer’s actions:
Assess the client’s situation, determine the existence of a will or legal inheritance rights.
Explain the probate process and related tax obligations.
Advise on required documents and next steps.
Consultant
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Assess the client’s situation, determine the existence of a will or legal inheritance rights.
Explain the probate process and related tax obligations.
Advise on required documents and next steps.
Draft or review an existing will for compliance with UK law.
Make amendments to prevent disputes between beneficiaries.
Advise on lasting powers of attorney (LPA).
Prepare probate application (grant of probate).
Identify and value deceased’s assets.
Explain inheritance tax obligations and prepare for payment.
Collect documents and manage the deceased’s assets (property, bank accounts, investments).
Settle debts and liabilities.
Prepare assets for distribution to beneficiaries.
Assess the inheritance tax amount.
Prepare and submit HMRC forms.
Advise on legal ways to reduce tax liabilities.
A will is an official document that specifies how your property will be distributed after your death. It covers real estate, finances, and other assets. To avoid disputes among heirs and legal complications, it’s crucial to create a will correctly and with the guidance of a qualified lawyer.
At Consultant, our specialists help clients develop a clear estate planning strategy tailored to individual needs. We provide advice on drafting wills, managing assets, and long-term powers of attorney, ensuring legal accuracy throughout the process.
1. Estate Planning. Our lawyers assist in creating a comprehensive strategy for managing assets during your lifetime and after death. This includes property valuation, tax optimization, and planning the transfer of assets to heirs.
2. Drafting and Reviewing Wills. A clear and legally valid will prevents disputes between heirs. Our lawyers ensure your document complies with the law and reflects your intentions.
3. Lasting Power of Attorney. This legal document allows you to appoint someone to manage your finances and health if you become incapacitated. We handle both financial and health-related powers of attorney.
4. Estate Administration. Includes validating the will, cataloguing assets, assessing property, settling debts and taxes, and distributing remaining assets.
5. Inheritance Tax. Our lawyers calculate the tax, ensure its payment, and prepare all necessary documents.
6. Trust Formation. A trust is a legal structure where a trustee manages assets for beneficiaries, protecting property during your lifetime and beyond.
7. Contesting a Will. If disputes arise regarding the will or asset distribution, we provide professional representation to resolve conflicts efficiently and fairly.
Consultant guarantees peace of mind and confidence in proper will and estate administration. Our specialists guide you at every stage, protecting your rights and your heirs’ interests.
Do not risk your assets and estate. Contact Consultant today and receive professional assistance with will drafting and estate administration.
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