Wills, Probate & Trusts
Over 15 years’ experience advising on wills, probate, intestacy and inheritance tax planning for clients with both straightforward and complex family circumstances.
A full member of the Society of Trust and Estate Practitioners (STEP), bringing recognised expertise in trust and estate work and long-term planning.
Takes time to understand clients’ priorities and explains options in clear, accessible language, helping them make confident decisions about the future.
Tracey advises on all aspects of wills, probate and estate planning, from preparing simple and complex wills through to administering estates, including where there is no will in place.
She regularly helps clients with inheritance tax and estate planning, the use of trusts, Enduring and Lasting Powers of Attorney, and Court of Protection matters such as deputyship applications for those who can no longer manage their own affairs.
Wills – both simple and complex
Probate and estate administration
Intestacy and resolving estates without a will
Inheritance tax and estate planning
Enduring and Lasting Powers of Attorney
Court of Protection matters and deputyship applications