Services We Regulate

Drafting a will on the instructions of an individual and arranging for it validly made.

During a person’s life, management, and disposal of that person’s estate in the event of incapacity and/or death.

Drafting a deed of trust for the management of an estate and/or acting as a trustee as directed in the deed of trust. Such as:

1. Asset protection trust (property)
2. Pilot trust (property)
3. Letters of wishes
4. Registering trusts with HMRC, limitations may apply, for example exclusion of work in association with offshore companies

On the instructions of the donor, completing and submitting the form for registration of an attorney to help the donor make decisions or make decisions on their behalf if they become incapacitated. There are two types of LPA: health and welfare and property and financial affairs.

Appointed by the Court of Protection to act as a property and financial affairs deputy for an individual who is unable to make decisions for themselves.  Such as:

1. assisting a client to complete forms enabling them to apply for a deputyship so they can manage their fathers/mother’s/family members affairs where they/he/her lacks mental capacity
2. the appointment of a co-trustee to enable a property to be sold where one of the owners lacks mental capacity
3. making an application for payment of costs incurred where a deputy is owed money

CLC Practices must cease to act where a matter becomes contested resulting in an application to court (e.g. a dispute between family members as to the provision to be made where someone has lost capacity).

The process after someone has died of collecting in the assets of the estate, paying the debts of the estate (including any taxes) and distributing any remaining assets to those entitled under a will or, if there is no will, as provided by statute.