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Legacy planning covers arranging one’s affairs for the future, including preparing wills, setting up trusts and planning for inheritance and tax on death. A solicitor drafts or updates a will, advises on executorship and executors’ powers, and helps with intestacy issues if there is no valid will. They also handle trust creation, asset protection and ensuring executors can administer an estate smoothly. This work shapes how your assets are managed after death and can reduce disputes.
A solicitor ensures a valid will or trusted arrangement, nominates executors, and coordinates with executors to collect assets, settle debts and distribute legacies in line with the will, reducing risk of delays, internal disputes and potential tax complications.
You searched for Legacy Planning specialists. Here are related areas of law to help you narrow down your results.
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Tagged solicitor Jenna James
Jenna was thorough helpful and kind. She took time going through all the details of the tricky parts .
Review left by Kay
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Tagged solicitor Emily Spencer
We used Winstons to sort out our late fathers life interest trust. Emily was brilliant...very efficient, organised and knowledgeable. It was a complicated issue to us but Emily dealt with it quickly and efficiently...taking away the stress for us.
Review left by Mary
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Tagged solicitor Rhiannon Cape
My wife and both had wills drafted and the process was made easy by a highly professional, competent and friendly solicitor. Excellent communication throughout and very good value for money.
Review left by Keith
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Tagged solicitor Ashley Marshall
We want to say a huge thank you to Ashley Marshall for all the work he has done in preparing our complicated Wills, and especially for his patience with us. We had an initial idea of what we wanted to achieve and Ashley's advice and knowledge helped us to realise those achievements - and more. We are very happy with the outcome!
Review left by Dee
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Tagged solicitor Paul Baker
I used Paul to draft my Will which was relatively complex because I wished it to create, if necessary, a vulnerable person trust for my wife who is in 24 hour nursing care and unable to look after herself. I then wished the residual estate to be divided between family and other personal beneficiaries and charitable bequests. Paul took great care to understand my wishes and then to explain the draft Will and associated Letter of Wishes. All done speedily and sympathetically.
Review left by Peter
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Tagged solicitor Umar Khan FCCA
Umar Khan sat with me and helped me to understand different parts of sharia. I feel less anxiety about the situation.
Review left by anonymous
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Tagged solicitor Sophie Palk
I found everyone very friendly and helpful. I was made to feel very welcome. Sophie was so nice and made me feel at ease. Very pleased all round.
Review left by Myra Duncan
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Tagged solicitor Annaliese Barber
Excellent service we knew we had to do a will and LPA but didn't have a clue how to go about it our family had delt with these solicitors before so we thought we would give them a go, have to say very good choice. Our solicitor helped us and advised us every step of the way and also we received great value for money. Thanks for all your help. We would highly recommend.
Review left by Steven and Linda
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Tagged solicitor Charles Smalley
A thorough and professional service. The solicitor understood exactly what was needed and prepared a clear Deed of Variation that could be acted on by the executors. It took longer than the estimated 10 days, largely due to the unavoidable delays due to the long use of the paper post system.
Review left by Linda Watson
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Tagged solicitor Kasey Cannon
This company provided a good service when dealing with my late daughter's divorce, distribution of estate and conveyancing of house sale, most respectful!
Review left by Anonymous
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Tagged solicitor Sophie Booker
Apppreciation for your patience regarding changes and for your clear advice. Efficient and very plesant to deal with. I would definitely recommend.
Review left by Monica
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Tagged solicitor Jasmin Marshall
We have recently used the Mapperley branch to sort out Grant of Probate and will also be using them for conveyancing. Jasmin Marshall who dealt with the probate was very professional but lovely at the same time. She put us at ease at what was a difficult time for us, and made the whole process much less painful. From start to finish it only took 3 weeks for probate to be granted and during that time we were kept fully informed. I can’t thank Jasmin and the team enough for what they did.
Review left by Phillipa
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Tagged solicitor Melodie Shelton-Heath
After the decision to make a will- thank goodness we went to Howells & saw Melodie. She was so lovely, efficient, professional and very mindful while dealing with a very personal delicate subject. Very happy with the easy way the wills were done & I will highly recommend this firm and the way Melodie put us at ease and answered lots of questions putting us at ease. Thank you again for a wonderful service with the added bonus of a house visit.
Review left by PT
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Tagged solicitor Andrew Milburn
From the initial discussion about the case, Andrew Milburn was first class. Very professional, courteous and easy to talk to. I am very happy to recommend Levi Solicitors to family and friends. Thank you.
Review left by Marcia
