Inheritance, Trust and Probate Dispute Resolution

The members of our team have a wealth of experience advising on trust and probate disputes. The ambit of what we do includes:

  • Claims under the Inheritance (Provision for Family and Dependants) Act 1975 claims;
  • Challenges to the validity of Wills including those relating to a lack of testamentary capacity and undue influence;
  • Disputes regarding the ownership of a deceased’s ashes and applications for the removal of personal representatives;
  • Applications for rectification of a Will and issues regarding construction of a Will’s terms;
  • Advising trustees and beneficiaries in relation to trust assets and trust administration such as seeking disclosure of information regarding a trust or an account of the trust’s finances;
  • Applications to vary the terms of a trust;
  • Proprietary estoppel and constructive trust claims; and
  • Claims against solicitors and other professionals in connection with the negligent drafting of a Will or trust, or where incorrect tax advice has been given.

Our dispute resolution experience means we can act for individuals or groups of beneficiaries, trustees and personal representatives – even if the disputes involve cross border issues.

Disputes are likely to be stressful so we aim for an early resolution – using alternative dispute resolution methods, such as mediation, wherever possible.

"Wedlake Bell LLP has ‘a very strong practice’ led by Andrew O’Keeffe, who is ‘extremely experienced and a formidable opponent’. "

— Legal 500, 2017

"Also recommended is the ‘very knowledgeable’ Caroline Miller, who ‘deals with her clients well, is immaculately prepared for each case and fights hard for her clients’."

— Legal 500, 2017

"O’Keeffe specialises in contentious probate matters and has extensive experience in trust disputes, the administration of estates, and claims under the Inheritance Act 1975."

— Legal 500, 2017