Wills and Probate Solicitors in York and Easingwold: Wills, Probate and Trusts
Life is full of twists and turns and none of us can be sure what the future holds. By making a Will, you take away some of that uncertainty. Making a Will is not simply for the elderly or ill but is sound financial planning for any family or individual.
A Will can be very traditional without complexities, simply passing limited assets from one person to another or it may be more complex and involve such issues as passing a home to children or grandchildren whilst allowing the surviving spouse to remain in the property for the rest of their life. It very much depends on the circumstances of each individual and our lawyers can identify what issues you may want to consider and how these can be catered for in your Will.
A Trust is a way of managing assets for people. It is a relationship whereby property is held independently for the benefit of another or others.
A Trust is created by a Settlor, who transfers property and or assets to another person known as a Trustee. The Trustee holds that property in the Trust for the beneficiaries; those people who will have the benefit of the asset.
Trusts are mainly used for:
- controlling and protecting family assets;
- to look after the affairs of those who are too young to manage their affairs themselves;
- to look after the affairs of those who do not have the capacity to manage their affairs themselves;
- passing assets to another during your lifetime;
- passing on assets after your death;
- passing on assets when someone has died without making a Will.
It may be that you want to set up a Trust to cater for your family as opposed to giving them a lump sum of money. Trusts can be complex in their nature and therefore seeking the advice of a Solicitor who can explain the different Trust mechanisms which are available is important.
When someone has died, either with or without a Will, their assets will have to pass to another person. It may be that their assets pass under a Will and in accordance with the Deceased’s wishes or via a Trust set up by them. If the Deceased did not leave a Will then the assets will pass in accordance with the ‘Intestacy Rules’.
In order for assets to be collected in and distributed either in accordance with a Will or in accordance with the ‘Intestacy Rules’, a legal document will have to be obtained which gives someone the legal authority to deal with the Administration of the Estate and distribute the assets.
If a Will was made, a ‘Grant of Probate’ will have to be sought. However, if a person has died without making a Will then a ‘Grant of Letters of Administration’ will have to be obtained, to allow them to complete the Administration of the Deceased’s Estate.
If you’d like to find out more, give one of our expert lawyers a call today on 01904 655442. We offer a free initial advice meeting where we can explain the process to you. We will explain the procedure in plain English and ensure that you understand the process before you choose how to proceed. Our friendly team are always on hand to answer any questions you may have.
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– Mr B, Bishopthorpe
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– Mrs M, Pocklington
"Myself and my family have found everything that has been done to help us sort out some private affairs after my husband’s death has been handled with great respect. Mr Burn and staff have been very kind and respectful at all times which has been very much appreciated by all of us at this sad time"
– Mrs S Jackson & Family
"I have nothing but praise for you Claire, in the way you have dealt with everything. Thank you Claire, for everything. Thanks a million!
– Mr G.S. P
"As elderly people who had never dealt with a solicitor before, we were slightly nervous before meeting Claire Trueman. She immediately put us at ease and was very patient when sometimes we had to ask her the same questions more than once. We wouldn’t hesitate to contact her again and it was a pleasure doing business with her"
– Mr & Mrs Richardson
Mark Burn was, as always, knowledgeable, friendly and efficient. He explained fully and helped me through all aspects of my enquiries. First class.
– Mr P J, Acomb
I visited Burn & Co for the purpose of making a new Will. I can only say, from the beginning, what a lovely reception and quality service I received and would recommend this firm of solicitors to anyone who might be looking for the personal touch.
– Mrs W, Upper Poppleton
My husband and I found Burn & Co an extremely competent and efficient company. Our Solicitor, Claire Trueman, was exceptionally professional, informative, helpful, honest and friendly. Claire carried out her tasks in line with the legal requirements of our case. We would have no hesitation working with this company in the future and would recommend them to others.
- Mrs O, Edinburgh
The service that we have experienced in dealing with Burn & Company has been excellent. Claire Trueman was patient and knowledgeable and very timely in responding to our requests for information and we will have no hesitation in recommending the services of Burn & Co in the future.
- Mrs B, Wetherby
You have dealt with our matters in an extremely professional and sensitive manner, we could not have felt more supported and guided through the process any more than we did. Thank you.
- Mrs L, Leicester Forest
When my cousin died, as one of her Executors, I felt ‘thrown in at the deep end’ and bombarded with ‘offers of help’. It was only when my two co-executors agreed to contact Burn & Co that we could see a way through with honest information and fixed pricing. We are eternally grateful for your help, guidance and efficiency throughout – thank you and we would heartily recommend your services to our friends, etc.
- Mrs L, Tholthorpe
Most noticeable from first communications with Burn & Co was how friendly and welcoming they were – a kind of ‘nothing is too much trouble’ attitude. They were delightful!
- Mrs H, Crayke
It just remains for me to express my gratitude to you, and your excellent team, for helping me every step of the way, long as it was! I am almost missing all the letters, emails, phone conversations etc – I began to feel as if I were a part of the Burn & Co family, spending so much time with you all! I would have no hesitation in recommending your services should the occasion arise.
– Mrs A, York
From my first appointment it has been a warm, friendly and professional experience from all the staff. The service has been excellent.
Mr & Mrs S, York
Rosalind was very helpful indeed and was very professional in carrying out her job.
- Mr P, York
Excellent. Informed of all developments as they arose and the process was faultless.
- Mr & Mrs W, Upper Poppleton
Throughout the two meetings I had with Rosalind Burton she was very good at keeping me up-to-date and replied to queries promptly, for which she warrants full marks!
- Mr T, Acomb