Wills, Trusts and Probate Solicitors

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At Holdens we aim to ensure the smooth transfer of wealth from one generation to the next and to safeguard your financial security. We can quickly cater for your individual needs providing sensitive and thorough legal advice on a wide range of matters including:

Summary
Making a Will
Inheritance Tax Planning
Probate & Estate Administration
Probate Process
Understanding Fees
Living Wills
Family Trusts & Asset Protection
Powers of Attorney
Court of Protection
Planning for Long Term Care

Holdens are experts in these complex areas of law and we offer straightforward and easy to understand advice.

We offer fixed fee services for Wills, Lasting Powers of Attorney and obtaining the Grant of Probate.

Please feel free to call us for a chat to see if we can help you on 01524 32484 or 01539 720629 for our Kendal office. You can also contact us online.

Making a Will

A Will is a legal document which sets out the people responsible for dealing with your estate after your death and specifies the people or organisations you wish to benefit from your estate. Important considerations when making a Will are: Appointment of Executors who are the people …

Inheritance Tax Planning

Inheritance Tax is a tax that is levied by the government when wealth is gifted either during your lifetime or on your death. The current Inheritance Tax threshold is £325,000, and this allowance is known as the Nil Rate Band. If the total value of your financial assets is more than the …

Probate & Estate Administration

Probate is the word used to describe the legal process for deciding if a person’s Will has been made correctly. The Grant of Probate is a one-page court document which confirms the authority of the executors named in the Will. We can take the burden off family members in dealing with the …

Probate Process

Once a death has been registered and the funeral is being organised (or has been held), it will be time for the estate administration to begin. Broadly speaking there are four stages in administering an estate: – 1. Gathering the relevant information about the deceased and their assets and …

Understanding Fees

In addition to the cost of our legal advice and support for administering the estate, there will be a number of additional costs which have to be paid at the same time, and which your solicitor is obliged to collect. This guide explains our fees and these additional costs (known as …

Living Wills

A Living Will is a term used for an Advanced Decision. It is a written statement setting out your wishes in relation to medical treatment should you become terminally ill or incapacitated. A Living Will does not give someone the right to receive treatment preserving their life nor the right to …

Family Trusts & Asset Protection

Many people in the UK are concerned about whether their financial assets will pass on to their loved ones after they die. By planning ahead and taking steps sooner rather than later, you can enable the transfer of assets to run smoothly from one generation to the next and preserve family …

Lasting Powers of Attorney

Lasting Powers of Attorney By making a Lasting Power of Attorney you decide what would happen if you could not make decisions for yourself or if you became physically frail and needed support managing your affairs. A Lasting Power of Attorney is a legal document that allows you to appoint …