Wills, Probate and Trusts

Helping you plan and protect your estate with sensitivity

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Wills, Probate and Trusts

You owe it to your family to make a will. We encourage everyone, no matter their age, to consider how their loved ones would cope if the worst should happen. By planning ahead with the guidance of a properly qualified and regulated solicitor, you ensure that more of the wealth accumulated during your life goes to those you choose, in the way that you want.

Minimise tax, administer your estate, help executors, apply for probate, it is vital you select a specialist private lawyer with the expertise and experience to manage your affairs efficiently and smoothly, with a personal and sensitive touch. We are amongst the best private lawyers in Somerset for wills, probate and trusts, with offices in Bridgwater, Minehead, Wellington, MartockYeovil and Exeter.

Meet some of our Wills, Probate and Trusts Team

Stephen Forsey

Stephen Forsey

Partner

Having originally qualified as a barrister in London, Stephen went on to work as a Corporate Tax Lawyer at Wragge & Co. in Birmingham before cross-qualifying as a solicitor and returning to the Southwest where he was born and grew up. He joined AmicusLaw in 2017 and specialises in Wills and Lasting Powers of Attorney, drawing on his understanding of both tax and complicated family arrangements. He also oversees the firm’s compliance and client care functions. Stephen has an interest in vintage cars and motorcycles and playing the guitar (badly).

Call Stephen on 01935 847360
Or email here >>

Hilary Quantick

Partner

Hilary has a wealth of experience in estate and succession planning, probate, trusts and care for the elderly and has been practising since 1989. She has lived and worked in Somerset for the last 25 years.

Hilary has a great understanding of the emotions clients face, especially when they have lost a loved one, and will go the extra mile to make sure that the job is completed swiftly and efficiently.

In her spare time Hilary enjoys pottering in her vast garden and going for endless walks with her dog.

Call Hilary on 01278 664060
Or email here >>

Alex Parris

Alex Parris

Paralegal

Alex was born and raised in Taunton to a farming family and attended school locally. As a result, she has extensive knowledge of the locality and is familiar with the issues that affect the industry.

Alex’s legal career commenced with a well established local firm before joining AmicusLaw in 2017.

Currently studying CILEx Level 6, the final academic stage in qualifying as a Chartered Legal Executive lawyer, Alex advises on private client matters including Wills, Trusts, Estate Administration and Lasting Powers of Attorney. She is available to meet with clients either in the office or at home.

Call Alex on 01823 462509
Or email here >>

Richard Kemp

Richard Kemp

Consultant Solicitor

Richard has had a lifelong interest in the law triggered by “Perry Mason” on BBC television in the early 1960’s. Between taking ‘A’ level examinations and starting university his “gap” year consisted of working as an articled clerk at a Solicitor’s office in Gloucester. Richard then spent four years at St. John’s College, Oxford and emerged with a degree in Jurisprudence. He then attended the College of Law and articles for two years at Rowberry Morris in Bristol and was admitted on 15th July 1978. Richard continued working there until 1981 when he moved to join and run the branch office of Clarke Willmott in Martock. He then married Jackie and in November 1986 bought that office from Clarke Willmott. Richard then ran the office as a sole practitioner for 30 years before merging with AmicusLaw on 1st August 2016. Richard has experience of most areas of the law although now concentrates on probate and private client work.

Call Richard on 01935 822572
Or email here >>

The Cost of Lockdown

Figures have recently been released by the Alzheimer’s Society showing that over 80% of Alzheimer’s sufferers have experienced a deterioration in their symptoms as a result of the lockdown.  Although there is, unfortunately, very little families and friends can do to help with the physical impact of the Covid restriction, they can help with the financial ramifications which have arisen.

As loved ones with Alzheimer’s experience an increase in the effects of the illness, they become more susceptible to memory loss and confusion, with the inevitable difficulties this brings in managing their financial affairs.  The types of issues which tend to arise are an increase in vulnerability to financial fraud, forgetting that a bill has been paid and repaying it, losing track of cash, cards and chequebooks, leading to an unfounded feeling of being the victim of theft, impulse purchases and disclosure of confidential information such as PIN numbers or bank details, and even giving people bank cards to use without knowing what they are actually been used for.

The best way a concerned family member or friend can help is to ensure that the Alzheimer’s sufferer has in place a valid Lasting Power of Attorney for Financial Affairs. This will allow the attorneys to help them to manage their financial affairs and assume responsibility for them when the sufferer no longer has capacity.  The important thing is that this must be a decision made by the sufferer,  and made before their ability to understand the process has reduced to such an extent that they can no longer grant the power.  All of those involved should fully understand what is being undertaken when an LPA is entered in to and what the limitations and extent of the powers given are.

If you would either like to grant a Power of Attorney yourself or have a relative or friend who has been struggling with any of the issues raised above, and feel they would benefit from some impartial advice, please contact a member of the Private Client Team at AmicusLaw who will be able to give in-depth legal advice. We also offer the creation and registration of the documents at a fixed fee, so the person granting the power knows exactly what it will all cost before they even start the process.

For contact information please visit – https://www.amicuslaw.co.uk/services/wills-probate-and-trusts/

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