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Private Client

Wills, Probate & Trusts

Careful planning means the people closest to you are provided for. We help you put clear, practical arrangements in place, and support families when a loved one has died.

Thinking about what happens after your passing can be difficult. We can help you create a clear and practical Will that reflects your wishes and safeguards the future of those closest to you.

We take the time to understand your personal circumstances and tailor our advice accordingly. We also advise on more complex matters, including Inheritance Tax planning, Trusts and charitable gifts.

If you have recently lost a family member, we can take care of the legal steps involved in administering their estate. Some estates require important calculations, such as Inheritance Tax liability and the relevant exemptions or reliefs, and we handle the transfer of assets so they are distributed correctly.

Where a person has died without a Will, we advise relatives on the intestacy rules and how the estate should be distributed.

If the passing of a loved one has led to a dispute over their estate, we can give clear and comprehensive advice. In certain circumstances Wills can be challenged, and we will guide you through the options and represent you in court if necessary.

How it works

Making your Will, step by step.

  1. A first conversation

    We take the time to understand your family, your personal circumstances and your wishes.

  2. Tailored advice

    Where relevant, we advise on Inheritance Tax planning, Trusts and charitable gifts.

  3. Your draft Will

    We prepare a clear and practical draft for you to read, and we talk through any changes with you.

  4. Signing

    We make sure your Will is signed and witnessed correctly, so that it is valid.

Common questions

Questions clients often ask.

Can you deal with a loved one’s estate for us?

Yes. We take care of the legal steps in administering the estate, including any Inheritance Tax calculations, exemptions or reliefs, and the transfer of assets.

What happens if someone dies without a Will?

The intestacy rules decide how the estate is distributed. We advise relatives on how those rules apply.

How much does probate cost?

Our probate and estate administration price list is published on our Pricing page.

Can a Will be challenged?

In certain circumstances, yes. We will guide you through the options and represent you in court if necessary.

Your team

The people who will look after you

Members of our Wills, Probate & Trusts team.

All our people
Portrait of Manon E. Roberts

Manon E. Roberts

Director

Portrait of Huw Redvers Jones

Huw Redvers Jones

Director / Solicitor

Portrait of Huw Griffiths

Huw Griffiths

Director / Solicitor

Portrait of John Rhys Cwyfan Hughes

John Rhys Cwyfan Hughes

Director / Solicitor

Portrait of Erin Lewis

Erin Lewis

Trainee Solicitor

Portrait of Alaw Lloyd-Jones

Alaw Lloyd-Jones

Trainee Solicitor

CG

Catrin Gwyn

Solicitor

LH

Llio Humphreys

Joining the team soon

Speak to us

Talk it through with a qualified lawyer, in English or in Welsh.

We are available to meet in person or speak on the telephone. Call your nearest office, or send a message and we will come back to you.

Call 01248 722215 Send a message