We provide an extensive range of Private Client services – Including wills and probate

Estate Planning Services

• Writing a Will
  Preparing a new Will for you or reviewing an existing Will to ensure that your arrangements fit your individual circumstances.
• Inheritance Tax Planning
  Advising you on ways to minimise your inheritance tax liability.
• Trusts
  Creation and administration of Trusts to protect your assets.

• Probate & Estate Administration
  Obtaining a grant of probate, collecting assets and distributing the estate to beneficiaries.
• Intestacy
  Dealing with the affairs of someone who has died without ever making a Will.
• Contested Wills, Trusts & Probate
  Advising you on the merits of making or defending a claim against an estate.

• Powers of Attorney
  Creating and registering Lasting and Enduring Powers of Attorney so that you can appoint someone to assist you with your property and finances or your health and welfare.
• Deputyship
  Helping you apply to be appointed as a deputy for an individual who has lost mental capacity to make decisions for themselves.
• Court of Protection
  Making applications to the Court of Protection for orders about an individual’s finances or welfare, where that person lacks mental capacity.
• Continuing care and care home funding
  Assisting you with NHS continuing care claims and advising you on your care home funding options and rights.

Our Head of Department and legal expert, Matthew, is a member of Solicitors for the Elderly which is a national organisation of lawyers who provide specialist independent legal advice for older and vulnerable people, their families and carers. He is also a Dementia Friend, part of an Alzheimer’s Society initiative which aims to make everyday life better for people with dementia by changing the way the nation thinks, talks and acts. He and Gemma know it is not always easy to talk about the future and to make plans to ensure our loved ones and our possessions are looked after. They understand how important it is for you to make decisions about your own future and are here to help you do that in the easiest way possible.

Our Private Client support team ensure that your transaction happens efficiently and means you shouldn’t have to wait to speak to somebody about your matter.  We understand that in difficult times you don’t want to be kept waiting and so we ensure that a member of our team is always available.

We are forward thinking and progressive in our use of new technology so that your Will and other precious documents will never be lost. We have a large insurance policy to cover us all in the rare event of something going wrong and so you can relax in the knowledge that your future is taken care of.

Call Matthew to see how he can help you plan for your future on 01420 82881 or email enquiries@bookersandbolton.co.uk.

• Wills & Probate
• What is Probate?
• Appointing a Guardian
• Alzheimer’s Research UK – Find a solicitor