Wills and Probate Solicitors in York
Having a properly drafted Will in place is essential for many reasons and can prove highly beneficial. Our Wills and Probate solicitors in York can provide proficient advice and hands-on guidance to support you.
Our solicitors at Rollits have a deep understanding of Wills and Probate law and have worked with all types of clients needing Wills and Probate assistance, including those with more complex assets or higher net worth.
Should you choose to work with our solicitors at Rollits, we will provide complete clarity from the outset. Our team will carefully explain the importance of having a Will in place, including the benefits they provide.
Our Wills and Probate solicitors in York have advice and expertise in matters including:
- Preparing a Will
- Changing a Will
- Estate and tax planning
- Probate and administration
Get in touch with our Wills and Probate solicitors in York
To discuss our Wills and Probate service, please get in touch with our specialist solicitors in York. From our offices in York, we support clients in Yorkshire and the surrounding areas, as well as nationally and internationally.
Call us in York on 01904 625790. Alternatively, you can fill in our contact form and one of our lawyers will get back to you.
Our Wills and Probate services in York
Preparing a Will
Having an effective Will in place can help reduce the potential of a Will dispute, as well as reducing the amount of inheritance tax your estate owes. A solicitor can make certain your financial position is accurately established and that your wishes are adhered to you pass away.
Our Wills solicitors in York can carefully navigate you through the process of making a Will and ensuring everything is included.
Our team will help you clearly establish what assets your estate has and who you wish to have as your beneficiaries, including dependents such as children and should they need a guardian appointed. We will also help you choose an appropriate executor who will carry out probate and estate administration. Once we have all these details figured out, we will help draft your Will, ensuring it clearly states your financial position and wishes.
Changing a Will
There is often a presumption that a Will only needs to be drafted once during your lifetime. However, a Will should be updated either every five years or when circumstances significantly change, for example, if you’ve had a child, or bought a property, etc.
Should you have a Will in place, our solicitors can take the time to carefully review your Will, identify the areas that need changing and decide the appropriate steps to amend your Will.
In cases where only small amendments are needed on your Will, our team can advise and assist you through the process of adding a codicil, including carrying out the proper process of signing and witnessing the changes.
However, in situations where the circumstances are more significant, drafting a new Will may be better suited. Our solicitors can assist with revoking your existing Will and preparing a new tax-efficient Will that best reflects your current circumstances.
Estate and tax planning
When a person passes away, their estate will face inheritance tax should it be valued above the nil-rate band of £325,000. With the assistance of a solicitor, you can receive advice on reducing and avoiding inheritance tax.
Our solicitors in York have in-depth knowledge and skill in effectively planning Wills, helping clients to ensure that these are as tax efficient as possible. We will ensure your family get the most out of your wealth, whether that be by reducing or preventing inheritance tax entirely. We will walk you through the actions you can take, from charity donations to leaving your estate to specific individuals.
Probate and administration
After an individual has passed away, carrying out probate and estate administration can be a complex task, especially mixed with the grief of losing a loved one. There are many different matters for executors and administrators to consider and a high level of responsibility involved. Incorrect handling of tasks can potentially lead to the executor or administrator being held personally liable.
Our probate solicitors in York recognise how difficult handling probate and estate administration can be and strive to provide a supportive service, delivering the sound advice and guidance you need to properly carry out the role. We will guide you through your responsibilities and ensure everything is correctly done.
If you have been named an executor but do not wish to carry out the role, our solicitors can provide professional assistance, handling probate and estate administration matters on your behalf.
Our probate solicitors in York can provide estate administration assistance with matters including:
- Obtaining the certificate of death
- Collecting details concerning assets and liabilities
- Opening an estate bank account
- Calculating and paying inheritance tax
- Obtaining the grant of representation, e.g. grant of probate or letters of administration
- Collecting all assets
- Paying off liabilities
- Distributing the estate to the chosen beneficiaries
- Preparing the final accounts
Why choose our Wills and Probate solicitors in York?
At Rollits, our team are friendly and approachable, we care about creating close personal relationships. You can be certain that we’ll always provide an empathetic service, ensuring you are fully supported.
Our legal firm has an outstanding 180 years worth of experience, supporting all types of individuals and businesses throughout the area of York and the surrounding areas. Working with our expert team promises a bespoke service, and our solicitors take the time to carefully understand your case, allowing us to provide sound advice and guidance to align with this.
We take pride in the service we provide clients and the strong connections with create with the local people of York, providing assistance on a daily basis, as well as supporting local charities, schools, churches and social enterprises.
Our Wills and Probate services’ fees
Our belief at Rollits Solicitors is that legal fees should reflect the level of service we provide to our clients across York. To ensure our clients know what to expect, we are completely transparent from the outset, allowing for complete certainty.
Our legal fees are based on your circumstances and the level of support you need from our solicitors.
For more details on our Wills and Probate in York, please get in touch with a member of our supportive team. We will be able to take the time to assess your situation and determine the most appropriate funding for your case.
Get in touch with our Wills and Probate solicitors in York
To discuss our Wills and Probate service, please get in touch with our specialist solicitors in York. From our offices in York, we support clients in Yorkshire and the surrounding area, as well as nationally and internationally.
Call us in York on 01904 625790. Alternatively, you can fill in our contact form and one of our lawyers will get back to you.