Menu
 
01525 378 177
 

Request a Brochure


* required
Send my newsletter by:
 

Request Your Free Life Organiser



* required
Send my newsletter by:
 

Sign Up To Our Quarterly Newsletter



* required
Send my newsletter by:
 

Client Stories

Osborne Morris & Morgan > Case Studies > David’s Story

David’s Story


Posted on 12 Feb 2018
 

David’s family learnt the importance of professionally preparing a Will, after his passing…

David's StoryBackground


David Chamberlain, a 67-year-old father, had written a Will so that his estate would not be passed onto his estranged daughter, who he hadn’t seen for 20 years and had stolen from him in the past. Instead, his wishes were to pass on his home and assets to his partner, to whom he was not married, his partner’s son and to a local charity where he had volunteered for many years.

When David died suddenly, the family found the Will in his bedroom and had discovered it was a homemade Will, which he had signed, but was not witnessed.

What the law says


According to the law, because David’s Will was never witnessed, it becomes an invalid document and intestacy rules apply. This means the whole of his estate passes to his daughter.

The Outcome


David’s family came to see us for advice and we explained the legal situation carefully. We then wrote to David’s daughter, on their behalf, to see if she would agree for the parties named in the Will to receive some benefit.

The daughter agreed to the family receiving some benefit and the family could keep the home. The legal costs for rectifying this situation were far greater than the cost of having such a Will professionally drafted.

Summary


All too often incorrectly drawn up Wills are found to be invalid. This can lead to the estate being treated as if you had died intestate, i.e. without a Will. Under the laws of intestacy your assets are distributed according to a statutory set of rules. This meant that David’s daughter was legally solely entitled to his estate.

Making a Will is a decision which Will have major implications on your family when you are gone. We can help you with this process. Our solicitors are professionally trained and tightly regulated to prepare Wills that stand up to scrutiny. We also provide advice on other related subjects, including inheritance tax.

For details of our fixed-fee Wills, Powers of Attorney and related Probate services, call our Leighton Buzzard Probate solicitors on 01525 378177 or contact us online. We act for clients throughout the Home Counties.

Contact Us

Contact a member of the team today

01525 378 177

Sign up for our free quarterly newsletter and you will receive the latest news and information about up-and-coming events.

OMM Solicitors Brochure

Our brochure introduces the partners of the firm, the company’s core values and details the service we offer.

Digital Legacy Life Organiser

Give your family a helping hand and protect your digital legacy with our Life Organiser

Accreditations & Awards



Osborne Morris & Morgan have double the reason to celebrate after winning, not one, but two awards at this year’s SME Bedfordshire Business Awards.

The firm were delighted to receive the ‘Leighton Buzzard Business of the Year’ and also the ‘Training & Development’ award for their continuous commitment to investing in their employees.

 
Headway Corporate Supporter Lexcel Law Society Accredited Certainty the National Will Register
Law Society Conveyancing Quality Accredited
Clinical Negligence Accredited - The Law Society
Bedfordshire Businesswomen Finalist 2018
riliance excellence in compliance resolution logo
Bedfordshire Business Enterprise Awards Winner
Top Ranked Chambers UK 2015
Top Ranked Leading Firm - Chambers UK
apil logo
AVMA logo Cyber Essentials logo