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Wills & Probate

At Cullimore Dutton, our committed Wills & probate solicitors provide more than just a service. When you work with us, you’ll benefit from more help, more guidance, and more clarity, so that you can achieve more in life.

Our expert team help our Wills & probate clients by making certain that their wishes are respected, and by supporting them through the loss of a loved one.

We know that these areas of the law are often sensitive, and this is why we always treat our clients and their circumstances with empathy, making certain that you feel heard and supported. Regardless of the complexity of your needs, we will work proactively to ensure that the necessary processes are as simple as they can be.

Cullimore Dutton are one of just a handful of firms that can provide both financial and legal services in one place. By dealing with both at the same time, we can offer a more cohesive strategy, resulting in improved decision making, including with Wills and related areas.

Our service areas for Wills and related matters include:

  • Will writing
  • Lasting Powers of Attorney
  • Probate & estate administration
  • Trusts

Get in touch with our expert Wills and probate solicitors in Chester

To access support with Wills & probate matters, please get in touch with our expert Wills and probate solicitors at Cullimore Dutton.

You can give us a call on 01244 356789, email info@cullimoredutton.co.uk, or complete the contact form on this page, and a member of our team will contact you as soon as possible.

Our Wills & probate services

Will writing

Writing a Will is an important yet delicate task, and when drafting one, we know that our clients need to feel completely supported.

When you work with us, our team will empathetically guide you through every necessary stage. We will start by providing tailor-made legal advice regarding your Will, helping you to make important decisions including how your assets will be divided, and who will act as your Will executor.

Your solicitor will help you draft a Will that accurately reflects your wishes, making certain that the validity requirements are met to avoid disputes arising once you have passed away.

If you would like to discuss any aspects of our probate and Wills service, please do get in touch with our team.

Lasting Powers of Attorney

A Lasting Power of Attorney is a legal arrangement whereby a person can choose a trusted individual, formally known as the Attorney. The Attorney is given the legal right to make important decisions on the person’s (donors’) behalf, usually at a time whereby the individual’s state of health will no longer allow them to make their own decisions.

There are two different types of LPA: a Financial and Property LPA and a Health and Welfare LPA. The decisions that the Attorney can make on the donors’ behalf depend on which type of LPA they have, yet in many circumstances, they may have both types.

At Cullimore Dutton, we can help you to create a Lasting Power of Attorney that meets your needs, explaining the processes carefully so that you understand your rights.

We appreciate that potentially putting your financial and health affairs in the hands of another party can feel daunting, even when this person is a trusted family member. Rest assured, we will help you create an LPA that works for you, including the specific powers that you would like your Attorney to have, and not to have.

Additionally, if you have been appointed as an Attorney for a loved one, and you require legal advice, we can provide comprehensive guidance.

Probates & estate administration

If you are acting as a Will executor for a loved one, it will be your responsibility to take care of the probate once they have passed. Where a person does not have an executor, because they have unfortunately passed away without a Will, an appropriate next of Kin may be called upon to deal with their probate.

We know that losing a loved one is an emotionally difficult time, and that taking care of the probate matters may feel hard to manage. Be assured, our team will provide all the support you’ll need, helping you to apply for a Grant of Probate, value the deceased’s estate, divide their assets between the beneficiaries, and all other necessary tasks.

Trusts

At Cullimore Dutton, we have extensive experience supporting clients in creating Trusts to protect their assets, transfer assets to loved ones, and/or as part of a tax-efficient estate planning strategy. We can help you create and manage trusts and provide tailored legal advice.

There are various Trusts that clients can use to pass on assets to their loved ones while improving tax efficiency on their estate. These include bare trusts, interest and possession trusts, and discretionary trusts. We can provide personalised guidance, explaining how the different types of trusts work, and which might be best for your circumstances.

To learn more about wills, trusts and probate, please contact our experts at Cullimore Dutton.

Why work with Cullimore Dutton?

We have a wonderful reputation in the community, being the most established legal firm in the region, with a rich history that dates back to 1792. We deliver an outstanding quality service, thanks to the dedication and passion of our teams.

By providing both legal services and financial services under one roof, we can offer a more holistic strategy, resulting in more assurance, more planning, and more care.

At Cullimore Dutton we are experts in Wills & probate law, with over 70 years of experience supporting and advising clients with regard to their Wills, as well as LPAs, trusts, tax and estates. All of our team are either members or working towards membership of STEP (Society of Trust and Estate Practitioners).

We know that legal and financial areas such as these can be extremely sensitive, this is why we remain both empathetic and supportive. With our specialist guidance and clear planning, you and your loved ones will receive more.

For more information, please get in touch with our wills and probate lawyers today.

Frequently asked questions about Wills & probate

What is a tax efficient Will?

A tax efficient Will refers to a Will that is drafted to minimise how much tax is owed on the estate, and therefore make certain that as much of the estate as possible is transferred to the beneficiaries.

There are various ways to create a tax efficient Will, including making use of spousal exemptions and tax allowances, such as the nil-rate band. It is also possible to structure the Will by creating trusts, and therefore shielding certain assets from tax liabilities.

What is probate?

Probate refers to the legal right to handle someone’s estate once they have passed away. Usually it is the Will executor who is granted this right, however, where there is no Will, an appropriate next of Kin will be selected.

First, the executor or administrator must apply for a Grant of Probate. Once they have this, they can value the deceased’s estate and divide it amongst the beneficiaries as per the Will.

Get in touch with our expert Wills and probate solicitors in Chester

To access support with Wills & probate, please get in touch with our expert Wills and probate solicitors at Cullimore Dutton.

You can give us a call on 01244 356789, email info@cullimoredutton.co.uk, or complete the contact form on this page, and a member of our team will contact you as soon as possible.

How we can help

Wills

By making a Will, you can decide what happens to your property and possessions after your death.

Probate & Estate Administration

Our team of specialist solicitors understand the importance of delivering a sensitive and efficient service for our clients following the passing of a friend or loved one.

Lasting Powers of Attorney (LPA)

A Lasting Power of Attorney (LPA) is a document which gives a person or persons who are appointed by you, the power and authority to make decisions on your behalf when you are unable to do so.

Trusts, Tax & Succession

Trust law is seen as a complex area even among lawyers. Our team includes experienced specialists who can advise on the creation, reorganisation and winding up of trusts.

Meet our experts…

Our specialist team deal with all aspects of wills, powers of attorney, probate, and estate administration, trusts and tax.

Speak to our experts

For a FREE initial consultation with our expert Wills & Probate team, simply complete the form on this page, call 01244 356 789 or email info@cullimoredutton.co.uk.

Why choose us? Because we are:

Experienced

Our team has more than 70 years’ experience of helping, supporting, and advising clients on their Wills, LPAs, Trusts, Tax and Estates.

Specialists

Our team are all specialists in this area of law and are either qualified members or working towards membership of STEP (Society of Trust and Estate Practitioners).

Understanding

We understand the importance of delivering a considerate and approachable service when dealing with sensitive matters at what can often be a difficult time.

Who will work on your matter?

A fully qualified lawyer. Your matter will either be handled or supervised by a solicitor with at least 10 years’ experience in this area of work.

Some areas of work may be supported by our Paralegal team.

Administrative duties will be undertaken by our support staff.

As Head of Private Client, Adele Bebbington-Plant has overall responsibility for the supervision of all work carried out by her team.

Our Wills & Probate Department

Adele Bebbington Plant

Adele Bebbington-Plant

Solicitor | Director | Head of Private Client
Wills & Probate Team
Qualified 2007
Additional Qualifications: Dementia Friends training (2018)
Contact

Hello, I joined the firm as a Trainee Solicitor in 2005, after gaining a distinction in the Legal Practice Course at Chester College of Law. On qualification, I became a member of our well-respected Wills & Probate Team.

In 2020 I was appointed as Head of Department and in February 2021 I was delighted to take on the role of Director joining our senior management team. As Head of Department, I have overall responsibility for the supervision of all work carried out by my team.

I advise on all aspects of private client work, including wills, inheritance tax planning, planning for care home fees, asset protection, probate and estate administration. I also deal with Court of protection work. This includes making Deputyship applications and advising on the preparation, registration and use of Lasting Powers of Attorney and Enduring Powers of Attorney.

I also advise clients on trust creation and administration including the administration of charitable trusts.

Outside work, I enjoy life with my husband and three children. My interests are music and travel.

Phil Appleby

Philip Appleby

Legal Director TEP
Wills & Probate Team
Qualified 2009
Additional Qualifications: Full member of STEP (Qualified 2013), Dementia Friends training (2018)
Contact

Hello, I qualified as a Solicitor in 2009, working in Manchester for several years before relocating to Chester. 

Prior to joining Cullimore Dutton I was Team Leader for Wills, Trusts, Tax and Probate at Slater and Gordon’s, (formerly Walker Smith Way’s) Chester, Wrexham and Preston Offices. I am an now a Legal Director working within the company’s Wills & Probate Team and specialise in all aspects of private client work, with a particular focus on administering estates and trusts. 

I am a full member of the Society of Trust and Estate Practitioners (STEP). 

Sarah Gill

Sarah Gill

Senior Paralegal
Wills & Probate Team
Qualified 2015 (Paralegal Practice Qualification in Wills, Probate and Administration)
Additional Qualifications: Dementia Friends training (2018)
Contact

Hello, I joined Cullimore Dutton’s Wills & Probate Team in January 2017 as a paralegal having worked in the Wrexham and Chester offices of Slater and Gordon (formerly Walker Smith Way) for the previous 10 years. In 2015 I completed a Specialist Paralegal Qualification in Wills, Probate and Administration through the University of Strathclyde. 

I specialise in wills, powers of attorney, estate administration, registration of enduring powers of attorney and assisting professional attorneys.

Outside of work, I enjoy growing my own fruit and vegetables, baking and trail running.

Louise Holmes​, Cullimore Dutton Wills, Trusts & Estates

Louise Holmes​

Solicitor | Legal Director | Head of Wills & Probate
Wills & Probate Team
Qualified 2011
Additional Qualifications: Full member of Society of Trust and Estate Practitioners (Qualified 2017), Member of Solicitors for the Elderly (Qualified 2019)
Contact

Hello, I joined Cullimore Dutton Solicitors in June 2022 as an Legal Director and a Solicitor in the Wills & Probate Department. I was delighted to take on the role of Head of Wills & Probate in July 2023

I qualified as a Solicitor in 2011 and have over 10 years of experience working in wills, trusts, probate and the administration of estates.

I am a fully qualified member of the Society of Trust and Estate Practitioners (STEP) which ensures that I have the skills and expertise to deal with complex trust and estate matters and provide highly specialised advice in these areas. I am also a fully accredited member of Solicitors for the Elderly (SFE).

I specialise in all aspects of Private Client work and have expertise in:

  • The creation of Wills
  • Trusts and inheritance tax planning
  • Powers of Attorney
  • Administration of estates

Outside of work my 3 children keep me busy!

Georgina Roberts

Solicitor
Wills & Probate Team
Qualified 2013
Additional Qualifications: Full member of Solicitors for the Elderly
Contact

Hello. I joined Cullimore Dutton in September 2023 where I am part of the Wills, Trusts, and Estates team.

I grew up in West Kirby on the Wirral and completed my Law Degree and Legal Practice Course at the University of Sheffield.

I was really excited to join Cullimore Dutton and I’m enjoying getting to know the rest of the team and the clients – everyone has been so welcoming so far.

Private Client is an interesting area of the law and I really enjoy helping people at what can sometimes be a difficult and stressful time of their lives. I’m also a full member of Solicitors for the Elderly, which means I’m trained to work with older and more vulnerable clients.

Outside of work, I love eating out with my husband and I try to go running three times a week in order to counter this!  I also enjoy spending time with friends and my two cats.

I specialise in all aspects of Private Client work and have expertise in:

  • The creation of Wills
  • Trusts and inheritance tax planning
  • Powers of Attorney
  • Administration of Estates
  • Court of Protection work

You will never know how much your kindness, care and concern kept me going.

Cullimore Dutton Wills & Probate client

Thank you so much for all your assistance with this matter. We really appreciate all the advice, time and help which you have given us – and your patience! You have helped to make a difficult task much less onerous.

Cullimore Dutton Wills & Probate client

 

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