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Wills and Probate – How to Guide

22 October 2019

Blog, Wills and Probate

Here we give you a simple guide on some of the most common things we get asked in Wills and Probate.

  1. How to make a Will

    At Williamsons, making a Will is a straightforward and stress-free process. Contact us for an initial appointment and we will go through your circumstances and wishes.

    We will then draft your personalised Will and you simply need to attend another appointment to sign it. We can even visit you at home if you cannot attend our offices.

    You can find out more about Wills on our website.Williamsons Solicitors - Wills & Probate

  2. How to change my Will

    If you have an existing Will, you can always update it so long as you have capacity.

    You have the option of making small changes to it, though a separate document called a Codicil, or making a new Will completely.

    At Williamsons, we can advise you which is the best option based on your circumstances and the alterations you want to make.

    You can find out more about Wills on our website. Wills and Probate - Writing a Will

  3. How to make a Lasting Power of Attorney (LPA)

    To make a Lasting Power of Attorney (LPA) for Property and Financial affairs or Health and Welfare issues, you firstly need to decide on people you trust to deal with your affairs should you loose capacity (they will be your ‘attorneys’).

    You then need to complete the necessary forms, which must be signed by you and your attorneys. A certificate provider also needs to sign the form to confirm that you currently have capacity.

    At Williamsons, we can draft all of the forms for you and will also act as the certificate provider. We will then register the document for you with the Office of the Public Guardian.

    You can find out more about LPAs on our website.Williamsons Solicitors - Wills and Probate

  4. How to register an Enduring Power of Attorney

    An Enduring Power of Attorney must be registered when the donor starts to lose capacity.

    There are a lot of people who need to be notified about the registration and an application needs to be sent to the Office of The Public Guardian.

    At Williamsons we can help you with the necessary forms and advise who you will need to contact.

    You can find out more about an Enduring Power of Attorney by contacting our Wills & Probate team.Wills and Probate - Williamsons Solicitors

  5. How to deal with someone’s affairs when they have lost capacity

    If the person had a registered Lasting Power of Attorney, then the attorneys named in the document can start acting.

    If they did not have one in place, you will need to apply to the Court of Protection to be appointed as their Deputy.

    At Williamsons, we can guide you through this process and complete the forms on your behalf.

    You can find out more about a Court of Protection on our website.Williamsons Solicitors - Wills and Probate

  6. How to organise my affairs when I cannot get into the office

    At Williamsons, we have offices in Hull, Beverley, Bridlington and Driffield.

    However, if you cannot get in to one of our offices, we also offer home visits and can also come and see you in hospital, a care home or a hospice.

    You can find out the address of your nearest office on our website.Williamsons Solicitors in Driffield

  7. How to obtain a Grant of Probate

    Many institutions require a Grant of Probate before allowing the executors access to the asset. It is also usually required when you are selling the property of someone who has passed away.

    To obtain one, you must report the estate to HMRC to confirm the tax position and then submit an application to the Probate Registry confirming who should deal with the estate.

    At Williamsons, we can complete the necessary forms for you and help you with the next steps of dealing with an estate.

    You can find out more about a Grant of Probate on our website.Wills and Probate - Williamsons Solicitors

  8. How to administer someone’s estate where there is a Will

    If you are named as an executor in a Will you will need to administer the estate.

    This involves applying for the Grant of Probate, collecting in the assets, paying any debts and following the terms of the Will. Depending on the assets involved, this can be a complicated and time consuming process.

    At Williamsons, we can administer the estate on your behalf and deal with all of the paperwork involved.

    You can find out more about Administration of Estate on our website.Williamsons Solicitors - Wills and Probate

  9. How to administer someone’s estate if there is no Will

    Depending on your relationship to the deceased, you may be entitled to be an ‘administrator’ of the estate under the rules of intestacy. This is a very similar role to that of an executor, if there had been a Will.

    You will need to administer the estate and potentially apply for a Grant of Representation in order to collect in the assets, pay any debts and distribute the estate correctly. This can be a complicated and time consuming process.

    At Williamsons, we can administer the estate on your behalf and deal with all of the paperwork involved.

    You can find out more about Administration of Estate on our website. Williamsons Solicitors - Wills and Probate

  10. How to stop being an executor

    You do not have to take up the executorship if you do not wish to and there are several options available to you, including renouncing the right completely or having your powers reserved.

    If you are not sure about being an executor, we would recommend that you seek advice at Williamsons Solicitors before taking any actions.

    You can find out more about Administration of Estate on our website. Family & Childcare - Division of Property


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Anonymous

Excellent 5* service. We tragically lost our daughter and we found Williamsons Solicitors who guided us through all the claim process. They are extremely knowledgeable and professional with a personal style that made the journey more manageable. There communication is always prompt. Thoroughly recommend Wayne Walker.

A G

I can well recommend, I have received professional and honest service which lead to positive closure of the case. Always responded with care and fully involvement which gave me more confidence to continue. All advices during the progressing of the case was competent and mirrored current situation.

Mrs Hughes

The conveyancing team were excellent, extremely helpful and made sure that I felt valued at all times. A big thank you

Brian S

We would like to thank Gordon for his assistance and reassurance in dealing with the problem regarding the boundary hedge. His professionalism and manner are a credit to the company and we would certainly recommend him to friends.

Miss B

Beth Dyson and colleagues have been excellent during the purchase of my new house. Very responsive to email and phone queries, polite and professional, and the sale has been completed in 13 weeks from acceptance of the offer to completion. Given the current COVID-19 situation and how that has impacted on everyone, that's great. Thanks to everyone at Williamsons for making buying my new home so straightforward!

Miss S

Excellent service from Beth Dyson despite all the pressures of the Covid lockdown. Beth carried out conveyancing of my sale and purchase very thoroughly and efficiently with good communication and always in a helpful and friendly manner. Many thanks.

Joanna H

Well from the moment I met Wayne Walker his professionalism,clarity of thought, and aim to do the best job he can were all evident. He has been involved with my family for five years nearly and has always made me feel as though my views were relevant and integral to furthering the case. Wayne has highly developed organisational skills and we always felt just ‘looked after’ by Wayne snd Williamsons in getting through the very worst of times. Wayne sometimes needed to encourage me to look at things from a different perspective and he always achieved this with firm kindness. Wayne is a great professional but more importantly a fundamentally great human being. I will always recommend Williamsons and especially on the subject of clinical negligence I will always recommend Wayne. Full job well done start to finish. Thanks Wayne there are no words. Jo Hogg (Polly’s mum)

Anonymous

Williamsons Solicitors supported our family to succeed to a very high level. We cannot thank Sarah Jackson enough for her incredible support, dedication and commitment to understanding the finest detail of our case. Her dedication was phonememonal and we wouldn't hesitate to recommend her in a heartbeat. Thank you for bringing closure to our case and for supporting us one hundred percent. We were informed at every stage within the case and knew we were in safe professional hands throughout. Many thanks, Mr and Mrs Appleton.

Asoka T

Very professional and a friendly team, specially Helen Lennon who handled my case.

Carl R

I was very happy with the way they handled my case and still got the result even in these hard times where having at the moment thank you to all involved and I’d recommend you to others

Angie L

Williamsons solicitors were professional, caring and efficient. They dealt with what was, a very upsetting experience I had via medical negligence. They kept me up to date, enquired about my well-being and were always available to either speak to me when I had concerns or answered my emails. They ensured that the compensation I finally received was in my best interests by advising what they thought was a too low first offer of settlement. I cannot thank them enough for the way they handled my case and for pushing for a better higher settlement figure. I would definitely use them again should I ever be in a position to need them Thank you so much.

Suzanne W

Would definitely recommend this company, very knowledgeable on all aspects. Extremely helpful with a caring and kind approach, made me feel at ease and comfortable. I was always kept informed at every stage of my case Very happy and would 100% use them for any other matter if needed Thankyou

Mrs Baker

Excellent service, made to feel very welcome, looked after from the very first minute.. would highly recommend to anyone looking for conveyancing on a property or setting up a will.

Mr W F

alison craven, provided excellent service and went above and beyond to make sure my will was sorted quickly with this current situation we find ourselves in. great,proffessional work.

Anonymous

Used them a few times for conveyancing and this time, for our Wills. Excellent service as always.

Mr Longhorn

Very helpful and supportive and kept me informed all through the process; it went very smoothly and that owes a lot to how they managed it in such a professional manner

Mr and Mrs Hutson

Throughly pleased with all aspects of the service, always updated on every change, or new information regarding the sale of our house and purchase of the new property. Everything went smoothly and couldn't fault the attention to detail and customer service. Thank you to Beth and all who assisted in the process.

Gary R

Efficiency, friendly and supportive Karen Saunders gave excellent advice with no nonsense answers to my enquires and difficult decisions

Mr Adams

Efficient and friendly from start to speedy finish

Sue W

In May 2017 after a long & painful road of recovery wich is still ongoing today. I finally plucked up the courage & decided to approach Willams Solicitors as I felt that there was something very wrong with the poor service i received in March 2015 from 1 1 1. Having made two calls over the weekend. Inspite of right leg being in immense pain & stone cold I was told that i had probably pulled a muscle nothing they could do for me & to visit my GP So after a weekend of struggling with pain i visited my GP to be rushed to Hospital with absent pulses in the right foot. On examination there was a blood clot on my right knee caused by Critical ischaemia nothing whatsoever to do with a pulled muscle. I was told i needed a thrombosis procedure to dissolve blood clot if this was unsuccessful they would have no other choice than to amputate below the right knee I was devastated Thanks to this amazing solicitors who advised me that they felt 1 1 1 had possibly been neglectful & would like to take my case on. With an outstanding Nick Gray becoming my solicitor & the amazing team of experts including Julian Matthews an absolutely brilliant barrister Vascular surgeons experts Professor sir Peter Bell & Professor Shearman who were also amazing in highlighting the Hospital were neglectful as well & need not of removed my leg & could have avoided amputation. All of the other team of experts who helped with this case as well were very good In fact I had a fantastic team i couldn't fault Williams solicitors at all. They proved all 3 defendants to be negligent & they got me an amazing settlement far more than I could ever dreamed of & in a short space of time A huge thanks to Nick Gray & his fantastic team inside & outside Williams I can start rebuilding my life knowing I can afford to have & get the very best in making life a lot easier. I can't have my leg back but I can now smile again knowing life won't be a struggle. I would strongly recommend this Solicitors to anybody who needs a professional honest caring & worth every penny Solicitor you will not be disappointed. Once again a massive Thank you to Nick Gray & all his team ❤ Sue Willoughby

Mrs Pannhausen

Very impressed with Suzanne, Beth & Natalie at the Bridlington Branch, they give 100%, will use them again & recommend them to friends & family.