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

Probate

When it comes to the management of estates, it is vitally important to make sure that everything is dealt with correctly. This is particularly the case since the executors and administrators are personally liable. That’s 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.

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
Solicitor
Alice Chapman
Paralegal
Gill Coombs
Associate
Martin Green
Senior Partner
Vicki Gulliver
Chartered Legal Executive
Sarah Hawkins
Associate
John Rouse
Partner
Natalie Smith
Associate
Sarah Thomas
Probate Executive

Updates

Martin Green - senior partner at Lodders Solicitors
18 May 2018
Lodders crowned best private client ...
The high standard of Lodders’ work and advice for private ...
09 Mar 2018
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08 Mar 2018
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