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September 24, 2024updated 25 Sep 2024 8:30am

The best probate and wills lawyers in 2024

Welcome to the Spear’s ranking of the best probate and wills lawyers for high-net-worth individuals

By Spear's

Securing probate on the estate of a late parent can be one of life’s most stressful experiences, but the process can be even more drawn out when the estate is large and complex.

Lawyers used to navigating trusts, complex assets and international portfolios are an essential element of any estate planning team to safeguard your wealth for future generations.

High-value estates often involve intricate financial portfolios, multiple assets across jurisdictions, and significant tax implications. Choosing a probate and wills lawyer with expertise in wealth management, estate planning, and succession law is essential to ensure that legacies are protected and assets distributed as desired.

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The probate and wills lawyers highlighted by Spear’s not only offer sound legal counsel but also provide tailored strategies that consider family dynamics, charitable interests, and tax-efficient solutions.

Best probate and wills lawyers: names to know

Robert Lee, MSB Solicitors

Firm: MSB Solicitors

Head of the private client department at MSB Solicitors in Liverpool, Lee specialises in probate, court of protection, trusts, estates, and wills. The department offers services to high-net-worth individuals and families, including inheritance tax advice, will writing, probate services, business planning, and family dispute resolution.

An accredited member of Solicitors for the Elderly, Lee is dedicated to providing compassionate and expert legal guidance. 

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Read Robert Lee’s full profile at Spears500.com

Firm: Sherrards

Nicole Marmor heads up the private wealth team at Sherrards, with extensive experience advising HNWs with connections to France, Germany, and Spain. 

Read Nicole Marmor’s full profile at Spears500.com

Firm: Penningtons Manches Cooper

Penningtons Manches Cooper trust expert Michael Cash has more than two decades of experience advising HNW clients in domestic and international trust disputes.

Cash is experienced in handling complex cases, including a recent high-profile case involving a large estate with competing claims from India and Pakistan.

Read Michael Cash’s full profile at Spears500.com

Firm: Hugh James

Kubiak’s work focuses on high-value will, trust, and estate disputes, often representing HNWs, trustees, executors, high-profile figures, and charities.

Read Roman Kubiak’s full profile at Spears500.com

Firm: TWS Legal Consultants

UAE-based Nita Maru established TWS Legal Consultants in 2009 and has advocated for the development of the DIFC wills and probate system to consider expatriates and non-Muslims who’d prefer their estate to be determined as per their wishes and not by Shariah law. She aims to provide peace of mind and security for families with complex asset and business structures in the UAE.

Read Nita Maru’s full profile at Spears500.com

Methodology

In selecting and ranking the best probate and wills lawyers for HNW individuals, the Spear’s Research Unit conducts extensive research of the market, including interviews with well-informed observers, industry insiders and of course the advisers themselves. These take place both face-to-face, and on video and telephone calls. Candidates for inclusion are asked to fill in a form to provide data and a description of their work and client base. In finalising its selections and rankings, the Spear’s Research Unit employs a proprietary methodology that includes a weighted scoring system. This takes into account factors including an adviser’s standing, reputation, client base, recommendations and testimonials, the firm they represent, their level of engagement with the process and certain industry-specific criteria.

Best probate and wills lawyers for HNW individuals: the complete list

Click on the individual names to be directed to more detailed profiles of each adviser on The Spear’s 500 website. The table is ordered by ranking and then alphabetically by surname.

Find out more

To explore all the Spear’s indices, and to use our find-an-adviser tool to identify the private client adviser who is right for your specific requirements, go to the Spear’s 500 website.

To receive relevant research updates from Spear’s – and thereby give you and your firm the best chance of being included in future Spear’s indices – please register here. If you are an adviser featured in an index and would like to update your profile or provide additional information, please email research@spearswms.com. If you are not featured but would like to be, please fill out our form.

Select and enter your email address The short, sharp email newsletter from Spear’s
  • Business owner/co-owner
  • CEO
  • COO
  • CFO
  • CTO
  • Chairperson
  • Non-Exec Director
  • Other C-Suite
  • Managing Director
  • President/Partner
  • Senior Executive/SVP or Corporate VP or equivalent
  • Director or equivalent
  • Group or Senior Manager
  • Head of Department/Function
  • Manager
  • Non-manager
  • Retired
  • Other
Visit our privacy policy for more information about our services, how Progressive Media Investments may use, process and share your personal data, including information on your rights in respect of your personal data and how you can unsubscribe from future marketing communications.
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