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Cherry Tree

South West Wills & Probate

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Lisa Lane LLB (Hons) TEP

Solicitor & Managing Director

I am a Solicitor and a full member of the Society of Trusts and Estates Practitioners (STEP). My  specialist qualifications include:

  • STEP Diploma in Administration of Estates 

  • STEP Advanced Will Drafting 

  • Full accredited member of Solicitors For The Elderly (SFE). 
    I am thorough, approachable and professional. I will work with you to understand what is important to you and your individual circumstances. My approach to the law is fresh, jargon free and bespoke. What matters to you, matters to me.  

 Services 

Couple with Kids
Inspiration
Father and Son
Blood Pressure Check

Mirror Wills

A pair of Wills for couples who want to mirror their wishes.  To include a meeting, discussion of your personal circumstances, the drafting of and signing of your Will.  From £350+VAT

Single Will

A Will for one individual.   To include a meeting, discussion of your personal circumstances, the drafting of and signing of your Will. From £275+VAT

Property & Financial Affairs Lasting Powers of Attorney

A document that enables the attorneys that you have appointed to manage your property and affairs, in the event that you are unable to do so. From £250+VAT

Health & Welfare Lasting Power of Attorney

A document that enables the attorneys that you have appointed to make decisions in respect of your health and welfare, in the event that you do not have the capacity to do. From £250+VAT

Mother's Hug
Old and Young
Legal Aid
Papers

Grant of Probate - Non taxable estate

An application for a Grant of Probate in an estate that is not subject to inheritance tax.  From £995+ VAT

Grant of Probate - Taxable estate

An application for a Grant of Probate in an estate that is subject to inheritance tax.  From £1,500 + VAT depending on the amount of assets.

Probate - non taxable, full administration

The full administration of an estate to include obtaining the Grant of Probate and distributing of the estate according to the Will.  Accounting to HMRC for any inheritance tax, capital gains tax and income tax.  From £2,500 + VAT

Probate - taxable, full administration

The full administration of an estate to include obtaining the Grant of Probate and distributing the estate according to the Will.  Accounting to HMRC in respect of inheritance tax, capital gains tax and income tax if applicable.  From £3,500 + VAT.

Qualified Solicitors. Affordable & Trusted

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South West Wills & Probate Ltd

Qualified Solicitors. Affordable. Trusted

We are a legal practice specialising in the provision of Wills, Powers of Attorney and dealing with the administration of estates.  We are experienced solicitors, regulated by the Solicitors Regulation Authority (SRA).  We pride ourselves on a responsive and personalised service, delivered in plain English and at an affordable cost. 

Legal Advice

Signature

Why make a Will?

A Will is the only way to make sure that your money, property, possessions and investments (known as your estate) pass to the people you care about.

Making Notes

Why make a Lasting Power of Attorney?

In the event that you are unable to manage your affairs for yourself your attorneys are able to support you by making decisions in relation to your health and welfare and/or your property and finances.

Team Meeting

What is Probate?

When somebody dies, to allow the Executors to administer the estate of a deceased person, a Grant of Probate is often required.  The Grant of Probate is the official document that allows the deceased's property to be sold, bank accounts to be closed and investments liquidated.

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Qualified Solicitors. Trusted. Affordable
Authorised and Regulated by the Solicitors Regulation Authority SRA number: 837396.

South West Wills & Probate Ltd
Incorporated in England & Wales
Company Number: 13752259
Registered Office: Unit A, Green Barn, West Down Farm, Corton Denham, Sherborne. DT9 4LG

Get in Touch

Office :- Hill View House Back Lane Kingston Hazelbury Bryan Dorset DT102DT

Mobile: 07359 248877 Office: 01258 817057

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