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How Wills, Trusts & Probate Enquiries Work

1

Tell us what you need

Explain the situation in your own words. Our AI identifies the important facts without turning the conversation into a long questionnaire.

2

Receive free guidance

Get clear initial information about the likely process and the practical next steps worth considering.

3

Complete your details

Where specialist review may be appropriate, provide only the information needed to match your enquiry correctly.

4

Speak with the right solicitor

We connect suitable enquiries with a participating specialist solicitor covering the relevant work and location.

What May Matter in Your Enquiry?

The next step can depend on whether there is a valid will, the estate assets, family circumstances, capacity, deadlines and whether anyone disputes the position.

The Will or Instructions

An existing will, earlier wills, letters of wishes or clear instructions may all be relevant.

Family & Beneficiaries

Relationships, dependants, beneficiaries and anyone excluded from an estate can affect the issues involved.

Assets & Property

Homes, savings, investments, businesses, debts and overseas assets may need to be identified.

Timing & Urgency

Deaths, probate applications, tax dates, court deadlines or concerns about estate assets can make timing important.

Information You Should Keep

Clear records can help a specialist understand the estate, wishes, assets and any disagreement more quickly.

Current & Earlier Wills

Death Certificate & Probate Papers

Bank, Tax & Investment Records

Property & Asset Details

LPA or Capacity Documents

Letters, Emails & Family Communications

Wills, Trusts & Probate FAQs

What is probate?

Probate is the legal authority usually needed to deal with a deceased person’s estate. Where there is a will, the grant is normally issued to the executors; where there is no will, administrators may need to apply.

What happens if someone dies without a will?

The estate is distributed under the intestacy rules. Who inherits depends on the family circumstances, and the outcome may differ from what the person might have intended.

What is a Lasting Power of Attorney?

A Lasting Power of Attorney, or LPA, allows a person to appoint trusted attorneys to make decisions if needed. There are separate LPAs for property and financial affairs, and for health and welfare.

Can a will be challenged?

A will or estate may sometimes be disputed because of validity, capacity, undue influence, interpretation, administration concerns or a claim for reasonable financial provision. Strict time limits can apply to some claims.

What is a trust?

A trust is a legal arrangement in which trustees hold and manage assets for beneficiaries or a stated purpose. The terms, tax treatment and trustee duties depend on the type of trust.

Can I ask a question without instructing a solicitor?

Yes. Solicitors Direct provides free initial guidance. A referral is offered only where the enquiry appears suitable and you choose to proceed.

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