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A well-drafted will is essential for ensuring that you know how your estate will be distributed after your death – it is a tool to make sure that the financial and personal assets accumulated over a lifetime of hard work pass to the family members, friends and organisations you have chosen, whilst minimising any possibility of dispute.
It is important for you to make a will no matter how substantial or modest your estate is. This is because:
It is recommended that your will is reviewed at least every five years to ensure that its provisions accurately reflect your circumstances. In some cases this will necessitate drawing up a new will.
In the event of a death we can also deal with the administration of a person’s estate, even if the will has been prepared by another firm. We can deal with all of the various aspects of the estate, including:
At Cleaver Fulton Rankin we have considerable experience and expertise in relation to wills and estates, including:
In addition, the firm owns and operates a corporate trustee, Cleaver Fulton Rankin Trustees Limited, which can be appointed by our clients as both an executor in their will and as a trustee of any trusts which they may choose to create by a will or during their lifetime.
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“on the ball in terms of getting an estate tidied up and moved on. They’re sharp in that area” and “keep things moving.”
“very, very knowledgeable, thorough and energetic,” and “a good, warm, solid person who is well liked and well regarded.”