Wills & Probate

Planning for the future and protecting your loved ones can seem daunting, particularly when making important decisions about your estate, finances, and personal welfare. At CA Legal Advice, we understand that these matters are highly personal and often involve complex legal considerations. We are here to provide clear, practical advice and tailored solutions to give you peace of mind for the future.

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Wills

Future planning is one of the most important steps you can take to protect your loved ones and ensure your wishes are carried out. We provide expert advice and practical solutions to help you create a Will that reflects your personal circumstances and objectives.

Our services include:

Drafting Wills

Preparing bespoke Wills tailored to your family, financial, and personal circumstances.

Updating Existing Wills

Reviewing and amending Wills to reflect changes in your life, such as marriage, divorce, the birth of children, or changes in assets.

Inheritance Tax Planning

Advising on strategies to help preserve wealth for future generations.

Business Succession Planning

Ensuring business interests are protected and passed on in accordance with your wishes.

Protecting Vulnerable Beneficiaries

Creating provisions for children, dependants, and beneficiaries with additional needs.

Trusts

Trusts can be an effective way to protect assets, manage wealth, and provide for family members both during your lifetime and after your death. We offer expert guidance on establishing and administering trusts that meet your individual needs.

We can assist with:

Creation of Trusts

Advising on and drafting a range of trust arrangements.

Family Asset Protection

Helping safeguard family wealth for future generations.

Trust Administration

Supporting trustees in fulfilling their legal duties and responsibilities.

Trusts for Vulnerable Beneficiaries

Establishing structures to provide long-term financial security and support.

Inheritance Tax and Estate Planning

Advising on the role trusts can play within an overall estate planning strategy.

Probate

Losing a loved one can be an emotional and challenging time. Our compassionate team provides practical support and legal guidance to executors, administrators, and beneficiaries throughout the probate process.

Our services include:

Obtaining Grants of Probate

Assisting executors with the legal authority required to administer an estate.

Letters of Administration

Advising where a person has passed away without a valid Will.

Estate Administration

Collecting and distributing assets, settling liabilities, paying tax on income earned during the administration period and ensuring legal obligations are met.

Inheritance Tax Matters

Advising on reporting requirements and tax liabilities.

Executor Support

Providing guidance to those responsible for managing an estate.

Intestacy

When someone dies without a valid Will, strict legal rules determine how their estate is distributed. We provide clear advice to families and personal representatives navigating these often-complex situations.

We can help with:

Understanding Intestacy Rules

Explaining who is entitled to inherit under the law.

Applications for Letters of Administration

Assisting individuals seeking authority to administer an estate.

Estate Distribution

Ensuring assets are distributed correctly and in accordance with legal requirements.

Family Disputes

Advising on disputes arising from intestacy and inheritance claims (through our Litigation department).

Inheritance Act Claims

Supporting eligible individuals who may have a claim against an estate (through our Litigation department).

Lasting Powers of Attorney

A Lasting Power of Attorney (LPA) enables you to appoint trusted individuals to make decisions on your behalf should you become unable to do so in the future. Planning ahead provides peace of mind and ensures your affairs remain in safe hands. Making an LPA can also avoid a time-consuming and costly application to the Court of Protection that may otherwise be necessary.

We can assist with:

Property and Financial Affairs LPAs

Allowing trusted attorneys to manage finances, property, and investments.

Health and Welfare LPAs

Enabling chosen individuals to make decisions regarding care, medical treatment, and daily welfare.

Registration of LPAs

Managing the application process with the Office of the Public Guardian.

Advice for Attorneys

Helping attorneys understand and fulfil their responsibilities.

Review of Existing Arrangements

Ensuring your documents continue to reflect your wishes and circumstances.

Deputyship

Where a person has lost mental capacity and does not have a Lasting Power of Attorney in place, it may be necessary to apply to the Court of Protection for a Deputyship Order. We provide expert guidance throughout this process.

Our services include:

Deputyship Applications

Preparing and managing applications to the Court of Protection.

Property and Financial Affairs Deputyships

Assisting deputies with managing finances, assets, and property.

Ongoing Deputy Support

Advising deputies on their duties, reporting requirements, and legal responsibilities.

Court of Protection Matters

Representing clients in applications, disputes, and ongoing proceedings (through our Litigation department).

Protection of Vulnerable Individuals

Ensuring deputies’ decisions are made in the best interests of those lacking capacity.

Planning for the future

At every stage, we are committed to providing clear advice, practical solutions, and a personal service tailored to your individual circumstances, helping you plan for the future and protect the people who matter most.

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0300 561 2600

Our Offices

Swadlincote
114 Church Street, Church Gresley, Swadlincote, Derbyshire, DE11 9NR

Derby
Marble Hall, 80 Nightingale Road, Allenton, Derby, DE24 8BF

Tamworth
Offa House, Orchard Street, Tamworth, B79 7RE