Services for professionals and referrers

As a full service law firm and one of the leading providers of outsourced private client solutions, we provide contested wills, trusts and estates advice on an outsourced basis to a variety of professional firms and referrers. Our clients include trust and probate companies, high street banks, lenders, financial services intermediaries, charities, affinity and membership schemes, funeral providers and large employers.

We work closely with each of our clients to build bespoke and scalable solutions to their requirements.

We are happy to work to agreed service level agreements and encourage a partnership based approach, working closely with our clients and referrers to optimise customer experience and improve services. We can offer training to relevant staff and assistance with marketing.

We are authorised and regulated by the Solicitors Regulation Authority and the Financial Conduct Authority.

Our experience

Financial institutions

We advise a number of the leading banks and financial institutions in relation to trust and estate disputes including:

• Inheritance Act claims;
• will disputes;
• construction and rectification actions;
• trust disputes; and
• third party disputes.

Inheritance Planning Company

Roman Kubiak and the team have worked closely with the Inheritance Planning Company and advised them in relation to a number of contentious probate issues, including:

• a burial dispute;
• third party claims on estate assets;
• cross-border estate issues; and
• concerns over a potentially insolvent estate.

Professional will writer facing negligence claim

We acted for a will writing company who were accused of drafting a will negligently. We were able to demonstrate that our client had not been negligent and that the claim was seriously flawed resulting in the claim being abandoned.

Accreditations and memberships

• Top ranked in Legal 500 and Chambers
• ACTAPS (Association of Contentious Trust and Probate Specialists)
• STEP
• Charity Law Association members
• Institute of Legacy Management
• Institute of Fundraising
• Solicitors for the Elderly