When it comes to wills, trusts and probate, there’s a lot of information and procedures to take in, and it can be hard to navigate. I help people to make sure they have the right measures in place, and ensure that things are as easy as possible for their loved ones in the event of their death.
I try and put myself in your shoes when planning for the future, and I’ll travel to meet you wherever you feel most comfortable to discuss your affairs – whether that’s at home, your residential care or nursing home, or at one of our offices. No query or concern is trivial, and I take my time to discuss every aspect of your needs in simple, straightforward terms so you know exactly how your estate will be managed and your wishes will be carried out.
Out of the office, I’m passionate about languages. I’m a fluent Welsh speaker, and I also speak French and a little bit of Japanese. Spanish is next on the list – olé!
I am a full member of STEP.
Don’t gamble with your future – leaving things to chance very rarely works out well, so get a will in place as soon as possible.
Getting proper advice will save you a lot of time and money in the long run, so don’t be tempted to cut corners!
There’s no such thing as a stupid question – so no matter what you’re worried about, let me know and we’ll talk it through.
Sadly, if someone dies without leaving a valid will, they have no control whatsoever over who gets what. Instead, their assets will be distributed in line with current legal rules which set out strictly how the estate must be divided between their surviving family members.
What happens if I die without making a will?
The estate will pass in accordance with the intestacy rules, which means that your assets may end up with people that you don’t necessarily want them to. So, it’s always best to make a will as early as possible and keep it up to date.
Can my executors also be beneficiaries under my will?
Yes, they can be both!
Will my attorneys under a lasting power of attorney (LPA) or enduring power of attorney (EPA) have authority to deal with my estate after my death?
No, they won’t. The authority given to attorneys under an LPA/EPA falls away upon death, and it’s then up to your personal representatives to deal with how your estate is administered.
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