Wills, probate & mental capacity

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From defining your wishes to discussing tax options

No one likes to think about their death and what they’d want to happen to their assets. Sadly, dying without a properly drawn will can cause a great deal of wasted time, unnecessary expense and heartache, as well as hassle from disputes that could easily be avoided. And there are the potential inheritance tax implications to consider, too.

Our service takes you through all the relevant things you need to think about as well as drawing up a will that really reflects your wishes. We can help whether you need a single will for a modest estate, or if your affairs are more complex with both personal and business assets to consider.

Many people avoid paying for a will by using other methods, but often this can be a false economy – we’d be happy to explain to you why.

Try our online tool to get you started with preparing your will.

Contact Us

North, South, East or West. Wherever you are, we’ve got you covered. Contact us today for an informal chat, without obligation. We look forward to hearing from you.

South Devon:
01803 213251

Exeter:
01392 274006

North Devon:
01271 342268

{Measured and pragmatic approach to dealing with potential conflicts between family members, executors, trustees and beneficiaries when dealing with the winding up of a deceased's estate.

{Karen Miller is very experienced with comprehensive knowledge of the estate planning area. Good appreciation of specific family circumstances.

{Charlotte McGregor is the prime example of what Wollens do well. I have no hesitation in putting her name forward to clients whenever asked. She has a clear understanding of her subject, an excellent presentation of that subject, and leads her team by example. She has the ability to put clients at ease from the word go.

{Christopher Linton stands out in this sector across the South West. His knowledge, speed of service, and ability to build rapport and establish long term relationships, sets him apart from others.

{Karen Miller and I have collaborated on complex family cases where multi-generational planning is involved and her approach has been truly open minded in how to best meet client needs. This is unusual in my experience, and it takes a lot of skill and understanding of the wider planning landscape to be able to adapt one's thought process as the case progresses.

{The team at Wollens are extremely approachable and knowledgeable and are keen to understand the needs of their clients. My experience is that they are inquisitive as to the ways which other professionals can help their clients achieve good outcomes.

{Katrina Vollentine and Edward Lee are standout deputies in the southwest, assisted by a strong support team. The team are extremely personable and have a wonderful way of dealing with clients, quickly establishing a client's needs and ensuring they are met. Very high levels of client care are delivered.

{From the moment Katrina Vollentine took my case, I felt I could finally sleep at night! She took all my problems and confidently dealt with them. I felt she was personally invested in finding a solution.

{Christopher Linton is fantastic at what he does on private client matters, and the praise that we receive from clients for recommending him speaks volumes. His knowledge, questioning mind, delivery and execution skills are as good as I have seen.

{Friendly, approachable, quick, knowledgeable, transparent on fees, high quality service.

Wills, probate & private client services

Making a will

Contentious probate

Power of attorney

Business succession planning

Trusts

Charity management

Court of protection

Inheritance tax

Probate & estate administration

Care & capacity

Wills, probate & private client news

Making or updating your will during Covid -19

by wollens-user | Nov 13, 2020 | Company News, Wills, Probate & Private Client

Wollens Partner and Private Practice Practitioner Charlotte McGregor looks at the current process and immeasurable, helpful changes to legislation. As restrictions continue we (lawyers) are yet again required to think creatively about how to provide the best possible...

Christopher Linton recognised in legal awards.

by wollens-user | Oct 16, 2020 | Company News, Wills, Probate & Private Client

Partner and private client practitioner Christopher Linton from Wollens has been recognised at the Law Society’s Excellence Awards - the highest accolade for law firms in England and Wales. The event – held virtually for the first time due to the Covid-19 pandemic –...

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