At Stephensons over 80% of our cases are handled without the need for clients to visit our offices.
Our Wills and Probate services are no exception with Will drafting and the administration of estates increasingly being taken care of without the need for clients to attend a physical location.
Wills require the person making the Will to sign the document in the presence of two witnesses. These witnesses need to be over 18. They must not be beneficiaries, spouses of the beneficiaries or members of the testators (person making the Will) family. We will give you detailed guidance on how to get the Will properly executed and witnessed.
Video meetings
We offer video meetings, using most of the commonly available apps. Not only is this more convenient for you, to save having to come to an office, but it also allows you to conveniently have a family member or friend with you, who also does not need to travel. Sometimes when meeting a solicitor it is useful to have someone else who can ask any questions that you may miss or help you recall something afterwards.
We are happy for you to have someone with you if that makes you feel more comfortable but occasionally we may need to ask them to leave the meeting for a period of time to make sure that we understand your true wishes without outside influence.
Of course you do not have to have anyone with you in meetings and many of our clients do not. We aim to deliver services, whether it be by video, telephone or in the office, in a friendly, approachable and understandable way.
You do not have to come into our offices to make a Will, our solicitors can discuss your requirements and provide personal advice over the telephone or via video conferencing. You will still have the benefit of receiving legal advice and guidance from specialist solicitors which will stop you falling into any of the pitfalls that can cause problems for people who draft their own wills without legal advice.
For people who live more locally to our offices and want face to face advice, we will be happy to see you at our offices if that is what you would prefer.
Our specialist solicitors have a wealth of knowledge in advising clients regarding obtaining a Lasting Power of Attorney (LPA). An LPA ensures that, should you be unable to manage your own affairs, the people you have appointed can manage financial affairs and make medical decisions on your behalf. Every adult should have a Lasting Power of Attorney in case of an accident or illness. This can save a great deal of money and distress, and will ensure that, as a vulnerable person, your affairs will be handled correctly and quickly. We can help you with a property and financial affairs LPA which allows your loved ones to deal with paying your bills, buying and selling your property and managing your bank accounts and investments. We can also assist with a health and welfare LPA which covers decisions about health and care.
It is a good idea to take legal advice on creating a Lasting Power of Attorney and we are here to help you with that. We will advise you on the things that you need to consider, draft the documents for you and register the power of attorney. You do not need to come into our office at all and we provide a nationwide service because everything can be done by telephone or video conferencing. But you will get a personal service and our friendly experts will be very happy to answer any questions that you have.
If you would like to speak to a member of our team to discuss any aspect of making a power of attorney please call us on 01616 966 229 or complete our online enquiry form and we will contact you directly.
You may be an executor to a Will or the closest blood-relative of someone who has died, this will clearly be a difficult time and our lawyers can provide help to deal with their estate.
When someone passes away the first thing you need to do is locate the Will. This may be held at the deceased person’s home, solicitors or bank.
Once identified the executors of the estate will then need to obtain a grant of probate. A grant of probate confirms the authority of the executor to administer the estate. Executors are then responsible for concluding the affairs of the person who has passed away and distributing their assets to their heirs.
An application for a grant of probate can be made without the need to visit a solicitor’s office. Our legal experts can complete the probate application form over the phone with you and submit it on your behalf. It is also possible to have a video conference during this process if you would prefer.
If we are appointed as the executor or act for the executors we can communicate with all the beneficiaries remotely and handle the estate without you or any of them having to come to our offices.
Many people are choosing to appoint a solicitor who can handle their affairs without the need to see them face to face as technology often makes this process faster and more convenient.
If you would like to speak to a member of our team to discuss any aspect of making a Will or the administration of an estate please call us on 01616 966 229 or complete our online enquiry form and we will contact you directly.
Further information
The advice provided to non-face to face clients will be through electronic or written communication only e.g. by telephone and email. Stephensons Solicitors LLP assumes no responsibility for, and shall not be liable for, (a) verification of mental capacity or testamentary capacity (b) verification of any undue influence or duress involved (c) the execution of any documents.
