We provide a comprehensive set of private client services including Wills, Trusts, Powers of Attorney and probate and estate administration.
These are all incredibly important services which should seldom be left to unqualified advisers or a DIY approach.
Wills and Trusts
Preparing and keeping your Will up to date is essential if you do not wish to risk having the rules of intestacy applied to your estate. However for us it is not just a box-ticking exercise. We have looked at a variety of situations where clients would benefit from a more strategic approach to organising their affairs to minimise tax and make things easier for their dependants.
Second or third marriages, the cost of care fees, Business Property Relief and safeguarding vulnerable dependants are all possible with the right Will. Please contact Cara Hughes or Annija Klodza for more information on our Will writing service. You can also see more details by clicking here to visit the main Wellers Law Group Will writing page.
Powers of Attorney
We provide a straightforward service for anyone who needs a power of attorney (for either financial decisions or health and care decisions) and offer discounts for clients who wish to take out more than one. We also offer a service for those who need to work with the Court of Protection because the capacity of the donor has already been lost.
Probate and estate administration
If you find yourself responsible for winding up an estate we recommend that you talk to a qualified solicitor to check for risks you might be running if you decide to do the work yourself. Our charges for this type of work are set at a reasonable level and some aspects we can help with on a fixed fee basis if you are concerned about the cost.
Not everyone is aware of the personal financial liability they are taking on by going it alone. Our service is overseen by a specific qualified solicitor to give you a single point of contact and continuity.
Cara Hughes is our leading Private Client solicitor, based in our Horsley office. She has over four years’ experience in this field of work. The key to her success has been taking the time to listen to clients’ real concerns and not presuming to know what they need until a matter has been fully discussed.
Cara is a specialist in this area and is a full member of STEP (Society of Trust and Estate Practitioners) and ‘Solicitors for the Elderly’. She spent the last few years working at another legal firm in Surrey before joining Wellers Hedleys and prior to that was an in-house lawyer in the legal department of an accountancy firm addressing a wide range of legal requirements for their clients.
Cara has previously held a voluntary position as trustee for a local charity and currently sits on the Board of Surrey Solicitors for the Elderly.
Annija Klodza ably assists Cara in the day-to-day running of the Private Client Department based in East Horsley office.