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.
Spear’s Tax & Trust Indices 2024
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.
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.
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Best probate and wills lawyers: names to know
Robert Lee – Recommended
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.
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An accredited member of Solicitors for the Elderly, Lee is dedicated to providing compassionate and expert legal guidance.
Read Robert Lee’s full profile at Spears500.com
Nicole Marmor – Top Recommended
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
Michael Cash – Top Recommended
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
Roman Kubiak – Top Recommended
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
Nita Maru – Top Recommended
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.
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