A Home-made Will & a Millionaire

Our Estate Administration & Probate team were approached by the executor and main beneficiary of a home-made Will where the person who died was a neighbour with considerable wealth, but had no family and had become good friends with our client over the years.

The Will was challenged by the beneficiaries of an earlier Will but after successful mediation, all parties came away with shares they all felt the deceased would have been agreeable to. We arranged the mediation and by getting everyone’s representatives around a table we were able to discuss the various points of concern and agree a solution to suit everyone.

This was implemented by the preparation of a deed of variation which also meant that the way in which the estate was varied was done as tax efficiently as possible.