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We provide the complete commercial debt recovery service; from outsourced early arrears collections through to expert litigation, all handled in-house by a multi-award winning law firm.

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Legacy administration

Approach

Acting for many national and local charities, we help manage legacies from start to finish for the benefit of the charity, from drafting wills for charity donors to assisting with the administration through to resolving any legacy disputes that arise.

During the will writing process, we deal with capacity and undue influence issues to reduce the chances of a claim and therefore protect the legacy for the charity.

As part of administering an estate, we advise executors to carry out missing will and asset searches to protect the estate, therefore protecting the legacy for the charity..

Where your charity is either appointed as an executor or is a residuary beneficiary under a will with no active executors, we can deal with the estate administration on your behalf.

Legacy administration

Experience

We are highly experienced in administering estates and legacies and liaise with charity beneficiaries throughout the process to provide the support required.

Acting for many national and local charities, we have considerable experience in dealing with all aspects of legacy administration work, including:

Administration of an estate involving charitable beneficiaries

  • Creation and administration of charitable trusts
  • Extracting grants of probate and letters of administration on behalf of charities
  • Providing tax advice in respect of complex estates

We also have expertise in dealing with complex matters including multi-million-pound estates, international assets, trusts and technical tax issues.

Should any legacy disputes arise, we will work closely with our Legal 500 ‘Top Tier’ Dispute Resolution to enable solutions to be achieved collaboratively, promptly and efficiently.

Contact Us

Do you need assistance?

For more information and support with charity legacy administration support, please contact us on 01332 265 959 or complete the form below.

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Related Services

We can also help you with

Charity contract support Charity data protection Charity employment and HR Charity legacy dispute support Charity property Court of Protection applications Inheritance tax planning Licensing for charities Powers of attorney Probate Trusts Will and estate disputes Will writing
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