Our quick and easy questionnaire will get you on your path to getting your Will reviewed.
Our quick and easy questionnaire will get you on your path to getting your Will reviewed.
We’ll send you a draft will for you to approve. Once you’re pleased with it, we’ll send you a bound will to sign.
Most people don’t avoid estate planning because they don’t care. They avoid it because the industry makes it confusing, dull, or full of fear tactics. CFS Wills does it differently.
We’re here to give you clear, practical, real‑world guidance that protects your family without the jargon, the fluff, or the scare-mongering.
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After someone passes away, we will review the will and confirm the executor. At this stage, we can fully handle probate on your behalf, and you sign an agreement giving us authority to act.
We gather details of all assets and debts, including property, bank accounts, and liabilities, to calculate the total value of the estate. We then complete and submit the probate application along with any required inheritance tax forms.
Once probate is granted, we can legally deal with the estate by collecting funds, settling debts, and distributing assets to beneficiaries. Depending on your preference, we’ll either manage the full process or hand over control once probate has been secured.
Probate is the legal authority to deal with a person’s estate after they die.
It isn’t a document in isolation. It’s a confirmation of decision-making power.
When someone passes away, their assets: Property, bank accounts, investments, personal belongings still exist and require direction.
Often, probate is discussed only after someone dies. By then, timing and emotion can cloud practical decisions.
But probate is easiest and least disruptive when planning anticipates it.
Good estate planning takes probate into account by:
· Clarifying ownership structures
· Naming executors with care
· Reducing ambiguity in wills
· Preparing instructions for how assets should be dealt with
In other words: Estate planning without probate in mind is only half a plan.
Clarity before it’s needed reduces friction when it matters most.
Probate is typically needed when:
· The estate includes assets that are held solely in the deceased’s name
· Financial institutions require confirmation before releasing funds
· Property needs to be sold or transferred
· A will names an executor who must act.
In simple estates, probate may be straightforward or not required at all.
But in estates with property, investments, multiple accounts, or complex ownership structures, probate becomes a necessary step to avoid confusion and delay.
An executor is the person who applies for probate and carries out the estate administration.
The role involves:
· Gathering assets
· Settling debts
· Applying for probate
· Distributing what remains
Executors don’t need to be experts — but they do need authority and clear instruction.
When instructions are vague, executors face:
· Interpretation dilemmas
· Potential disputes
· Administrative delays
Clear planning protects executors from uncertainty.