Wills, probate and trusts

Many clients are concerned about the cost of nursing home fees, about whether their estate will be liable to pay Inheritance Tax and what will happen if they become unable to deal with their affairs should they suffer a stroke or suffer from dementia in some form. Having these questions answered and getting an up to date Will and Power of Attorney in place helps to allay these worries.

When a family member dies we can ease the burden of dealing with the required paperwork and tax returns. We charge, not on a percentage of the value of the estate, but for our time spent dealing with the matter, or we do offer fixed fee services depending upon the complexity, which we believe is the fairest for our clients.

Applications to the Court of Protection can appear daunting. We try to make this process easier for the applicants hoping to be appointed as a Deputy by helping with the form filling and serving all the required notices and forms in line with the Court’s requirements and deadlines.

 

If you are struggling to deal with your affairs on a day to day basis, or have a relative who is, and you are concerned about them, the creation of a Lasting Power of Attorney may be the solution. We can talk you through the process of creation and registration, the costs involved, and what the legal jargon all means.

We can assist in all areas of planning for the future to include:

  • Creating Lasting Powers of Attorney and registering them
  • Preparing simple and complex Wills
  • Winding up estates, dealing with Probate applications and Inheritance Tax payments
  • Advice and care for the elderly and their families
  • Inheritance Tax planning and mitigation
  • Applications to the Court of Protection for the appointment of a Deputy
  • Trust documentation

For any advice regarding Wills, Probate and Trusts please contact:

Joeli Norman 01872 250 905 at our Truro office
Helen French 01726 842911 at our Mevagissey office
Helen Keeping 01726 67660 at our St Austell office
Andrea Clemo 01726 842911 at our Mevagissey office