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Resolve disputes with confidence, our support brings peace of mind

Contentious Trusts & Probate

Contesting trusts and probate can be an incredibly emotional, distressing, and anxiety-inducing period for all individuals involved. We support clients through these challenging situations, maintaining a sense of calm, ensuring clients feel comfortable, and displaying empathy. We provide a realistic perspective on objectives and expectations, particularly regarding costs; this is vitally important.

Our primary aim is to achieve amicable resolutions for disputes surrounding trust and probate matters by exploring formal settlements or alternative dispute resolution methods.

Estates can be very complicated, especially where there are international assets or multiple properties involved.  In such cases, our Wealth Preservation team, with its extensive experience in drafting Wills, Inheritance Tax, estate planning, trusts, estate administration, and powers of attorney, provides comprehensive insight, advice, and support.

Clients trust us to guide them through every step of the process. 

Puffins PS - Contentious Probate page

How we can help

Challenging or defending a Will

In circumstances where there are challenges around the validity of a Will due to lack of capacity, lack of knowledge/approval, undue influence, allegations of fraudulent Wills and/or invalid Wills (not properly executed).

Mismanagement of the estate

Claims against an executor and/or trustee who is not managing the estate properly. This may include High Court proceedings to have them replaced and/or to hold them to account.

Trust disputes under TOLATA 1996

Frequenly brought by an individual separated from the deceased spouse, but were not married and/or in a civil partnership. It also extends to other individuals including claims between trustees/friends (for example who own property together) and trust disputes.

Disagreements between beneficiaries

In respect of the value of estate and/or personal items left.

Inheritance Act claims

Being claims brought by individuals who believe they have been left out of a Will and/or not left enough and applying for reasonable provisions. This often includes individuals who cohabited with the deceased but were unmarried/not in a civil partnership.

Lifetime claims

Including actions against trustees, disputes concerning deputyship and professional negligence claims.

In circumstances where there are challenges around the validity of a Will due to lack of capacity, lack of knowledge/approval, undue influence, allegations of fraudulent Wills and/or invalid Wills (not properly executed).

Claims against an executor and/or trustee who is not managing the estate properly. This may include High Court proceedings to have them replaced and/or to hold them to account.

Frequenly brought by an individual separated from the deceased spouse, but were not married and/or in a civil partnership. It also extends to other individuals including claims between trustees/friends (for example who own property together) and trust disputes.

In respect of the value of estate and/or personal items left.

Being claims brought by individuals who believe they have been left out of a Will and/or not left enough and applying for reasonable provisions. This often includes individuals who cohabited with the deceased but were unmarried/not in a civil partnership.

Including actions against trustees, disputes concerning deputyship and professional negligence claims.




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