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A Statutory Will may be needed for various reasons, some of which may include:

If a person has lost mental capacity and never had a valid Will or their current Will no longer reflects their wishes;
The person may have experienced a major change in their circumstances, such as a birth or death of a significant person. A Statutory Will may therefore be needed to reflect those changes;
Sometimes the Court will sanction Statutory Wills for tax planning purposes;
The Intestacy Rules (rules which set out how a person’s assets should be divided on death) may not cover family members or friends of the incapacitated person. For example, Felicity does not have capacity to make a Will and has never had one. She has no blood relatives but has two stepchildren that she always treated as her own. On her death, her assets would potentially pass to the Crown. In those circumstances it may be appropriate to apply for a Statutory Will for Felicity so that her stepchildren can benefit from her estate.

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We have a specialist team with a wealth of experience in Court of Protection matters. We can also draw on specialisms from across the firm including our Trust, Probate and Contentious Teams. Our firm’s values of striving for excellence, being supportive and approachable, mean we provide exceptional client care and can guide you through the process.

I would like to say a special thank you to Rose who has always been very approachable and friendly, leaving me at ease whenever I have had a question.

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Debbie

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