Stratford upon Avon T: 01789 293259
Henley in Arden T: 01564 792261
Cheltenham T: 01242 228370
Birmingham T: 0121 200 0890


When it comes to the management of estates, it is vitally important to make sure that everything is dealt with correctly.

This is particularly important since the executors and administrators are personally liable, which is why we provide a professional and comprehensive estate administration service. Working together with our clients, we deal with all the necessary paperwork to obtain the grant and distribute the estate to the entitled beneficiaries. This can be a trying time for beneficiaries. We understand how important it is to predict potential problems and ensure they’re dealt with. We also ensure that all deadlines are met and that relevant duties are properly discharged. To support our high-quality team of experts, we rely on a case management and accounting package that helps to carry out all the necessary steps quickly and efficiently.

Click here for our pricing information on probate matters

To find out more about Lodders’ Private Client legal services, please fill in the enquiry form below or contact a member of our team on 01789 293259 (Stratford upon Avon) or 01242 228370 (Cheltenham).

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    Our services include...

    • Preparing inheritance tax returns
    • Obtaining the grant of representation from the Probate Registry
    • Preparing estate accounts
    • Setting up any trusts arising under the will or the intestacy rules
    • Advising where foreign assets are involved
    • Dealing with disputed estates
    • Post-death tax planning and the preparation of deeds of variation

    Meet the Team

    Michael Brook
    Alice Chapman
    Rachel Collett
    Chartered Legal Executive
    Gill Coombs
    Senior Associate
    Martin Green
    Senior Partner
    Alexia Haines
    Sarah Hawkins
    Senior Associate
    Kerry Murphy
    Private Client Executive
    John Rouse
    Emma Sommerville
    Senior Associate
    Sarah Thomas
    Probate Executive


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