We understand that for many people making a will can be an emotional step to take. We know from experience that there is more to making a will than simply putting your instructions into a legal document, there are often family matters to discuss and decisions to be made such as who will be the guardians for your children.
If you already have a will, it is important to keep it up to date if your situation changes so that you can be sure your wishes and instructions are both clear and current.
We recommend that wills make provision for the possibility of you losing mental capacity. You can put in place a lasting power of attorney which appoints someone to make decisions about your health and welfare should you lose capacity. Alternatively, if there is no-one who you feel you can appoint to make such delicate decisions, it is possible to make a “living will”.
If you are looking to make a will for someone who cannot look after their own financial affairs due to mental incapacity, we can apply to the Court of Protection for a statutory will to be made on behalf of the incapacitated client.
To discuss making a will with a specialist wills and probate solicitor, contact us today.
Jordan is a Solicitor specialising in Wills, lasting powers of attorney and the administration of trusts and estates. He is based in the Trusts & Estates department in Guildford.
Jordan studied law at the University of Southampton, graduating in 2013. Whilst completing his LPC on a part time basis, Jordan worked in the firm’s quality and compliance department as the firm’s Chief Internal Auditor, before commencing his training contract in April 2016.
Having previously undertaken trainee roles in the Family and Residential Property departments, Jordan qualified into the Trust & Estates department where he completed his training.
What does Jordan regard as his specialism?
"The administration of estates and inheritance tax planning in equal measure. My experience of administering estates and calculating inheritance tax liabilities has provided me with valuable insight into how this particularly unpopular tax applies. This type of work has given me the tools to advise clients as to the steps they can take in advance to mitigate their exposure to inheritance tax. I pride myself on providing legal advice in a straightforward manner, cutting through the legal jargon. I always endeavour to work as efficiently as I can in order to provide the best level of service."
Jordan frequently receives great feedback from his clients:
"Hart Brown comes up trumps yet again"
“I appreciate your efforts and thank you for helping me to understand the process!”
"Thank you for your help, your ears will be burning, as I have been ringing your praises!!"
“Thank you for all your input, help and time - it has been much appreciated.”
“May I take this opportunity to thank you for your hard work and professionalism - it is a testament to all those who worked so hard on this case that it looks as though it will all be settled by the first year Anniversary. Quite remarkable!”
"I would like to place on record my appreciation of the efficient and quick service you have provided, particularly as I wished to have the new will in place before my departure on holiday."
A Partner based in Cranleigh, Louise is also Head of the Trusts & Estates team at Hart Brown and has extensive experience in a broad range of Private Client work.
Louise helps clients with all aspects of Private Client work and deals with the formation and administration of trusts, lifetime and post death planning and will drafting. She also works with other professional advisors to provide a complete package of advice.
Louise has considerable experience of applications for probate and estate administration often including complex issues and overseas assets. Additionally, she can help clients with Court of Protection matters including lasting powers of attorney and court applications for gifts.
"Louise Harrhy is highly experienced in probate applications and estate administration especially matters involving offshore assets. She is skilled in Court of Protection matters, including deputyships and lasting powers of attorney." (Chambers UK 2016)
"Louise Harrhy is a really driven and committed lawyer. She advises clients on a wide range of areas, including the creation of wills, the establishment of trusts and the administration of estates. Her work also incudes Court of Protection matters." (Chambers UK 2017)
Louise is also a member of The Society of Trust and Estate Practitioners.
Margaret is an Associate and specialises in wills, the establishment and administration of trusts, probate, tax planning, powers of attorney and court of protection work.
Margaret joined Hart Brown in 2017, bringing with her 25 years' experience to the Trusts & Estates department in Cobham. She has worked as a Private Client lawyer in Surrey for over 25 years, and is also a member of STEP and the Law Society Private Client Section.
Paul has a wealth of experience in wills, probate, trusts and inheritance tax planning, having specialised in this area for over 25 years.
He is a member of the Society of Trust and Estate Practitioners (STEP). In addition to his qualification as a solicitor, Paul holds the Securities Institute’s Private Client Investment Advice and Management professional qualification and the Chartered Insurance Institute’s Financial Planning Certificate (Cert PFS).
His clients value Paul’s undoubted expertise describing him as “of enormous help in all affairs" and "a source of wise counsel". A client recently stated that “It is a pleasure to deal with Paul Tobias. He has been helpful, friendly and is a real expert in the field of trusts and inheritance tax etc. I would not hesitate to recommend him to anyone in need of expert advice in this field”.
Paul is particularly keen on legal ways to avoid or reduce liability to tax. He also looks at the bigger picture. Recently a client consulted him about will planning. She mentioned a recent inheritance. Paul advised that it might be possible to use a deed of variation to reduce the IHT bill. The solicitor acting had not realised this. Time was tight but Paul fully investigated the position, verified that a deed of variation would be effective and completed a deed within a few working days. The result was a previously undreamt of reduction of IHT liability of around £140,000.
Paul trained at Hart Brown, qualified as a solicitor in 1980 and became a partner in 1983 until 2018.
Paul's clients often praise his work "Mr Tobias is very patient with elderly people and diplomatic and very pleasant to deal with. I rely on his very sound knowledge and good memory. He has dealt with family matters for me for the last twenty years."
Sue’s specialisms are wills, probate, tax planning and trusts.
Having qualified as a solicitor in 1994, Sue joined Hart Brown in 1997. She left in 2006 to look after her young family and returned in May 2010. “I am delighted to be back. Hart Brown has always been a lovely firm to work for and they really care about their clients which is also important to me” says Sue.
Sue's clients provide excellent feedback: "An excellent and efficient service. Would highly recommend to friends and family."