This work covers comprehensive planning and administration for affluent private clients, including wealthy families with complex estates. A solicitor handles wills, trusts, lifetime gifting, succession planning, and ongoing family wealth matters, ensuring assets pass according to wishes while navigating confidentiality, ethical rules, and regulatory requirements. They draft wills and trust deeds, establish and administer settlements, prepare lasting powers of attorney, and assist with executorships and probate for high-value estates.
What a solicitor handles in these matters
The solicitor deals with provisions, structures and procedures around wills, trusts, lifetime gifts, succession planning, and the administration of large estates. They handle trust settlements, executorships, and complex probate issues, coordinate with executors and trustees, and ensure compliance with professional standards, registered accounts, and regulatory oversight.
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