International Executry & DIY Wills

Wilson and Fish were contacted by an individual in America regarding a DIY Will where the appointed executors had passed away before the deceased and the beneficiaries were not specifically named in the Will. Unfortunately, where a DIY will is used, this almost always causes delays and additional costs in connection with estates. There was also a claim on the estate from a creditor which the individual did not understand to be due.

The individual was already represented by a firm prior to approaching us for advice but was disappointed in the lack of progress and was not receiving clear advice on the complex issues involved. Wilson and Fish were able to advise the individual on who the appropriate people were to be appointed as executors now that the executors named in the Will had passed away and also arrange for this appointment through the court.

In order to deal with the issue of the beneficiaries not being named fully in the Will, Wilson and Fish arranged for affidavits to be drawn up and signed by third parties, which set up the identity of the beneficiaries. This allowed us to successfully apply for Confirmation and uplift the assets. In relation to the creditor claim, we provided advice to the individual which meant that the claim was successfully withdrawn and this substantially increased the amount due to the beneficiaries.

For expert advice on wills and international executry contact our lawyers today on 01412227951 or via our online enquiry form.

DIY Wills

Wilson & Fish were contacted by the wife of a deceased man who had made a Will using a “DIY Will Pack”. The deceased’s wife had already consulted a local firm of solicitors who had applied for Confirmation based upon the Will but that application had been rejected.

On reviewing the Will, it was apparent that the Executor had not been correctly designed and identified and for that reason the court had not granted Confirmation.

We advised on the necessary procedures to correct the issue with the Will, which involved our solicitors obtaining affidavits from witnesses to confirm that the named individual in the Will was indeed the same individual who was now seeking to be appointed Executor.

Our application for Confirmation was granted and we were able to wind up the estate.

It is always better to seek advice from a solicitor when writing a Will. A solicitor will ensure that your Will is valid, accurately reflects your instructions and deals with all of the issues relevant to your estate.

Whilst on this occasion we were able to resolve matters, it did result in a delay in winding up the estate and additional fees. Not all mistakes can be as easily resolved.

For expert Executry and Wills advice, as well as power of attorney, contact our lawyers today on 01412227951 or via our online enquiry form.

Foreign/International Estates

Wilson & Fish were contacted by a lawyer in Australia who was acting for the Executor of a deceased person, domiciled in Australia, but having substantial moveable assets in Scotland.

We were able to immediately advise our Australian counterparts of what deeds and documents would be required to allow us to apply for and obtain Confirmation to the estate in Scotland.

Once matters were agreed, we prepared the relevant documents for execution by the Executor in Australia and emailed them to the solicitor who arranged for the Executor to sign them. After execution the deeds were “Fedexed” back to us.

We completed the relevant inheritance tax return to HMRC and lodged application for Confirmation in Edinburgh Sheriff Court, which was granted. We were then able to uplift and encash the assets.

Finally, we transferred the money back to Australia where the estate could then be finally wound up.

Our experience of assisting foreign lawyers and Executors and dealing with estates with an international element has given us a clear insight of what is required in Scotland and what is expected abroad.

We offer a speedy, transparent and efficient service for all foreign/international clients.

For expert Executry and Wills advice, both relating to estates in Scotland and abroad, contact our lawyers today on 01412227951 or via our online enquiry form.

Contact Wilson & Fish: Expert Probate Executry Lawyers, Scotland

At Wilson and Fish Solicitors we are committed to fair pricing which is clear and transparent to our clients. Please contact us on 01412227951 to speak to our specialist executry/probate solicitors today.

We can give you straightforward, expert advice on Executries & Probate.

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Why Choose Us?

Expertise - we are a niche firm specialising in Probate and Executry

Value - we do not charge fees based upon the value of the assets/estate

Clarity - we offer fixed fees in most cases

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Latest News

30 November 2018
At Wilson & Fish, our expert executry lawyers regularly assist clients in carrying out their executry duties. We understand that acting as an executor can be a daunting prospect – at our firm, you...
12 November 2018
There are a number of common failings that executors can fall into which lead to disputes and complicate the process. Problems can arise because not everyone fully understands exactly what they are ta...

Reviews

"The service we received from Donna and the team at Wilson & Fish was geuinely helpful and professional from start to finish. Even when we made errors in the documents sent out to us, the errors were corrected without fuss and with prompt efficiency. We received regular updates and communication regarding the progress of our case and any queries we had were dealt with effectively which gave us real confidence in their knowledge and skill. If you are looking for legal representation with probate expertise then put your trust in Wilson & Fish Solicitors - they will handle your case with empathy, honesty and experience, and nothing will be too much trouble for them. Wonderful service and absolutely good value. "

J Kerr & C Kerr, Scotland

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