Wills Probate & Trusts
Within the firm's Wills, Probate and Trusts department we have a wide experience in dealing with Estates large and small, Wills and Tax Planning, Elderly Client legal care, Probate and Court of Protection work. Additionally we deal regularly with Trusts and Settlements and we are happy to advise on all these areas. We have a Mencap recommended advisor for Wills and Trusts as well as a Cruse Probationary Bereavement Volunteer.
People underestimate the importance of a carefully drafted Will in which they can minimise the amount of Inheritance Tax payable on their death; whilst providing for the care and protection of those they love and wish to benefit. The cost of making a Will is readily affordable and in many cases prepared for a fixed fee.
Our experienced team will be happy to arrange a meeting with you at our offices to discuss your personal circumstances and draft your Will. Contact a member of the team listed at the bottom of this page and they will be able to explain in more detail what you will need to prepare and the costs.
Alternatively, we have a new online Wills service now available. Using our online Wills form, you can enter your details and your wishes for your Will and submit the information to us to process. Not only does this service mean you can make a Will in the comfort of your own home but it is also very competitively priced from as little as £34* for a single Will and £49* for a joint/mirror Will. Find out more about our online Wills service here.
We have extensive experience in dealing with:-
- Estates large and small
- Protecting Property Interests
- Writing a Will and updating an existing Will
- Wills (including Will and Probate Laws)
- Will disputes
- Tax Planning (including Inheritance) - Please see our article below
- Lasting Powers of Attorney Find out more here
- Registering powers of attorney at the Court of Protection
- Probate & Administration
- What to do in an Intestacy
- Elderly Client legal care
- Court of Protection work
- Trusts and Charities advice - Please see our article below
- Setting up a trust to protect your vulnerable or disabled child/family member
Should I make a Will if I get divorced?
If you are divorcing or have divorced your spouse, it is very important that you make or review your Will for the following reasons:
1. Your spouse could still inherit from your estate if you have not made a Will and die before having obtained a Decree Absolute
2. You may want to appoint Guardians for your minor children
3. If you have appointed your spouse as your Executor, the appointment will be invalid after Decree Absolute
To speak to a member of our Private Client team, simply select one of the staff profiles below. Alternatively, you can make a general enquiry using the contact details at the bottom of this page or by calling in to any of our offices and making an appointment.
Mencap Recommended Advisor
Crombie Wilkinson Solicitors is one of Mencap's recommended solicitors to parents and carers of children with a learning disability, and is able to offer advice to parents and carers who are considering making their Wills to plan for the future of their vulnerable child. Crombie Wilkinson also regularly speaks at Mencap's Wills and Trusts seminars for parents in the area.
Sharon Richardson from our Private Client team is a Mencap recommended advisor for Wills and Trusts. Sharon can advise you on how you can include a gift to Mencap in your Will or Trust. As a charity, Mencap would not be able to survive without the legacies left to them so it is important that if you want to make a gift to charity that you speak to a recommended advisor who can guide you through the process.
To find out more from Mencap about leaving a gift to them in your Will, please visit their website here.
Cruse Bereavement Care
Crombie Wilkinson Solicitors has a Probationary Bereavement Volunteer, Sharon Richardson from our Private Client team, for Cruse Bereavement Care. As a volunteer, Sharon has undertaken a specialist Cruse bereavement training course so that she can help anyone bereaved by death to understand their grief and cope with their loss. To find out more about how we can help please click here
Our work with York City Charities
The firm acts as clerk to York City Charities which provides 50 properties in an Almshouse complex, the largest in York. We actively manage the complex to ensure quality services for residents against a criterion of value for money.
Richard Watson
Sharon Richardson
Belinda Poulter
Jennifer Bartram
Darren Norgate
Related Documents
- Nil Rate Band Discretionary Trust Wills Important Changes (109kb)
You may have heard that changes in the law mean that a surviving spouse can claim the Nil Rate Band (NRB) of the first spouse to die (providing it has not been used) against their estate for Inheritance Tax purposes. This means that a surviving spouse, who has been left all the estate of their deceased spouse, can claim up to £600,000 (in the current tax year) worth of assets passing free of Inheritance Tax on their death. Find out more abuot the new rules. - Crombie Wilkinson - Inheritance Tax Planning (214kb)
Inheritance tax (“IHT”) is a charge on the value of the assets gifted by someone either during their lifetime or on their death. Read our article to find out all about IHT and how it could affect you. - Crombie Wilkinson - Trusts - Your Questions Answered (144kb)
Trusts – Your Questions Answered In this article we explain Trusts and how they work, including how they are created, taxed and managed. - Advance Decisions (Living Wills) (170kb)
An Advance Decision is a document whereby you make decisions, to refuse specified medical treatment. It is made whilst you have capacity, for a time in the future when you may lack the capacity to refuse or consent to treatment. Find out more by reading this article. - Crombie Wilkinson - Pilot Trusts and why to use them (180kb)
By using a Pilot Trust you can set up a number of discretionary Trusts through your Will without them becoming "related Trusts". Find out more by reading this article.
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