Professional Negligence In Wills & Estate Planning Advice

Our Will, Trust & Estate Disputes solicitors may be able to help you claim if you have been affected by negligent Will drafting or defective estate planning advice.

Professionals have a duty to act in the best interests of their clients when giving Wills and estate planning advice. In some cases, this duty extends to the clients’ beneficiaries too.

Professional negligence is when a professional makes mistakes or fails in their duty towards clients and beneficiaries. This can involve:

  • Making clerical errors
  • Giving incorrect tax or legal advice
  • Delaying preparation or drafting of a Will
  • Incorrectly recording a client’s wishes
  • Failing to ensure that a Will is valid and properly executed.

If you have been affected by one of these mistakes – or others – a professional negligence claim can correct the mistake or rectify any losses you’ve incurred.

In some cases, we can correct a mistake before it affects anyone. However, errors are often only noticed once the estate is being administered, which can lead to disputes. We’ll help you resolve any disputes through mediation and represent you in court if necessary.

Our national team of lawyers specialise in resolving will, trust and estate disputes for our clients. We have a wealth of experience with a wide range of disputes, including those involving international trusts and overseas assets.

Call today on 0345 604 4895 to speak to one of the team – or fill out our online form and we’ll call you back.

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Professional Negligence In Wills & Estate Planning Advice - More Information

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Frequently Asked Questions

Who Can Make A Professional Negligence Claim?

You can make a claim if you have received negligent advice or service yourself or, in some cases, if you are the beneficiary of someone who did.

A beneficiary can make a professional negligence claim if they have incurred a loss because:

  • Unnecessary delays meant that intended changes to a Will weren’t put in place before the deceased’s death
  • The Will writer didn’t properly advise the deceased on how to execute their Will
  • The Will writer didn’t supervise the execution of the Will
  • The Will doesn’t reflect the deceased’s intentions
  • The estate lost value due to incorrect tax advice.

See our Disappointed Beneficiaries page for more information.

Who Can I Claim Against?

A variety of professionals can be involved with Will & Estate Planning. You may be able to claim if you’ve been affected by mistakes made by:

  • Accountants
  • Tax advisors
  • Financial advisors
  • Solicitors
  • Will writers.

It may be possible to claim even if the adviser isn’t in business any more. If their business was sold to or merged with another firm, we could claim against that successor firm. We may also be able to claim against the adviser’s professional indemnity insurer.

Call today on 0345 604 4895 or fill out our online contact form and we’ll call you back.

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