Wills, Trusts & Estates
The Wills, Trusts & Estates (WTE) team at DFA Law have many years’ experience assisting with the following sorts of matters:
- Estate administration
- Succession planning
- Preserving wealth
- Trusts – creation and administration
- Lasting Powers of Attorney
We know that sometimes these things can be difficult to deal with and our approach is always to be mindful of this, handling your matter in a sensitive and empathetic way, whilst helping you to finalise matters and/or achieve your outcome in the best way possible. We believe that simplicity is often best and will communicate with you without the use of legal jargon that can confuse and overwhelm.
The team continually receives positive feedback from our clients and providing a good service to you is at the top of our list of priorities.
Please do get in touch if you need any advice or assistance. You can contact us by email here or by calling the office on 01604 609560
Members of the Society of Trust and Estate Practitioners (STEP)
Head of Wills, Trusts & Estates at DFA Law LLP, Hannah Furr and practitioner Katharine Dexter are proud members (TEP) of the Society of Trust and Estate Practitioners (STEP) which is a global professional body comprising lawyers, accountants, financial advisors and other practitioners that help families plan for their futures.
As specialists in inheritance and succession planning, Hannah and Katharine draft wills and trusts, administers estates, act as a trustee and advises families on how best to structure their finances to ensure compliance and preserve their assets for future generations.
To become a STEP member, Hannah and Katharine were required to pass a number of exams and also prove a combination of specialist qualifications and experience, including significant involvement at a specialist level with inheritance and succession planning. All members of STEP must adhere to STEP’s Code of Professional Conduct.