Wills, Trusts, Probate & Estate Planning

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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.

I needed to renew my Will following bereavement. I knew what I wanted but needed advice on any implications which might arise. Eleanor was kindness itself, came to the house and took instructions. I was confident that what I needed to have done when the time comes has been put in place. I couldn't have wished for a better experience.

Private Client

My partner and I chose to use Porter Dodson to prepare our Wills as I had previously used them to help me with a family matter. We were treated with the utmost courtesy. All relevant aspects of the wills were fully explained to us and tailored to meet each of our individual needs. Within days we received draft copies to discuss with the Solicitor, before returning to sign the official documents. Jodie, our solicitor made us feel welcome on both visits and despite it being a very serious and though provoking matter she made us feel comfortable and relaxed, knowing that our wills meet our current needs, but can also be updated at any time in the future. We would fully recommend Porter Dodson.

Martin

Had a meeting with Sally Manning to discuss wills and LPAs for myself and my wife. From the very first meeting we both felt at ease and comfortable in Sally's office. We went on to have detailed discussions on what we actually wanted, everything was clearly and easily explained to us, again without any undue pressure. Over a couple of meetings we were very happy to proceed with our wishes. Again everything cleared explained including costs and timescale. We felt we had been listened to and our expectations were duly met. Very happy to highly recommended these solicitors and Sally in particular.

Dave

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

Private Client