James - Statutory Wills Case

James - Statutory Wills Case

James was born with a severe learning disability and following a road traffic accident later in his life, was left tetraplegic.

James was awarded a lump sum and annual periodic payments as a result of his personal injury claim

James lived a reclusive life with his parents until their death. James remains living in the family home with a 24 hour care package in place – most are long term carers.

James’ only remaining family are two siblings who visit him regularly. James’ estate is sizable (in excess of £700,000) and would attract inheritance tax. This justifies having professional executors however, neither of James’ siblings wished to act as executor.

It was felt that a Statutory Will would be in James’ best interests, even though the intestate beneficiaries would be the same as those under a Will, as it formalised everything and provided piece of mind for him and his family.

The Will also provides for a generation skip should James’s brother predecease him as he is single with no children.

Following discussions with the Official Solicitor, the proposed Will was approved by the Court of Protection as being in James’ best interests.
 

The service was personal, professional and considered. I was treated so kindly and in the end I knew that not only had I found the right organisation but also the right person.

Boyes Turner client

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