Executing a will where there are existing trusts created by the deceased

Marcon

a1b2c3 said:

I will investigate professional advice, once I have the missing paperwork. I can see a number of local trust specialists listed on the STEP website, but without a personal recommendation, it is difficult to make a choice. I'm aware from the administration of another relative's estate that the wrong solicitor can result in years of headaches.

I think that is often why people try to go the DIY route, or simply bury their head in the sand hoping if they do that for long enough the problem will magically go away.

You've got a better starting point, even without a personal recommendation, if you use a STEP member. There's nothing at all to stop you asking for quotes/a short preliminary meeting (or Zoom call) to enable you to assess if the person you are in contact with is someone in whom you instinctively have confidence and feel you could work with.

Willeri

Simple answer here, use a Solicitor, especially as in Scotland