Wills, Trusts, Probate & Estate Planning

We'll work with you to understand what’s important to you, advising how you can best protect your family and assets.

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Wills, Trusts, Probate & Estate Planning-resized

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We offer clear, practical advice on:

Wills
We’ll help you create or update a Will that reflects your wishes, protects your loved ones, and gives you peace of mind. From simple arrangements to complex family dynamics, we’ll guide you through every decision with care and clarity.
Powers of Attorney
Plan ahead by appointing someone you trust to manage your affairs if you’re ever unable to. We’ll explain your options and prepare the documents to ensure your wishes are respected.
Tax & Succession Planning
We work with individuals, families, and business owners to create long-term strategies that protect wealth and minimise tax. Our team collaborates with your financial and legal advisers to ensure your legacy is secure.
Trusts
Trusts can be a powerful way to protect assets, support vulnerable Beneficiaries, and manage inheritance tax. We advise on all types of Trusts and support Trustees with their legal responsibilities.
Probate & Estate Administration
Losing a loved one is hard enough without the burden of legal paperwork. Whether you need full support or just help with specific tasks, we’ll guide you through the process with empathy and efficiency.
Intestacy
If someone dies without a Will, the estate must be managed under the rules of intestacy. We specialise in complex cases, including those involving unknown relatives, missing documents, or difficult property issues.
Contentious Wills, Trust & Estates
Disputes can arise even with the best planning. Our contentious probate team can help resolve disagreements over Wills, Trusts, or estate administration - protecting your interests while aiming to preserve family relationships.
Court of Protection, Mental Capacity & Care
When someone can no longer make decisions for themselves, the Court of Protection may need to step in. We support families with deputyship applications, care planning, and safeguarding vulnerable individuals.

Let’s plan for the future - together.

Whether you’re preparing for what’s ahead or responding to a life event, we’re here to help you move forward with confidence.

Why Choose Porter Dodson?

Recognised excellence – Ranked in both The Legal 500 and Chambers & Partners for our expertise in private client services, including Wills, Trusts, and Probate.

Clear, compassionate advice – We speak your language, not legal jargon, and tailor our guidance to your personal circumstances.

Joined-up legal support – Our team works seamlessly across estate planning, tax, property, and disputes to protect your interests.

Trusted by generations – With deep roots in the community, we’ve supported families and business owners across the South West and beyond for decades.

Excellent service given with helpful advice, kindness and consideration of our needs. Money well spent on a quality service. Thank you.

Private Client

Thank you for your efficiency, help and kindness in completing the estate of our Mum.

Sally

Can I take this opportunity to thank you for your help in bringing this situation to a conclusion in a very professional and speedy manner. It has been most impressive.

Peter

All staff pleasant, helpful and efficient. Very happy with your service.

Private Client