COVID-19 - We are open for business and here to help ->
Call Switch Board 01786 235 235
Call Tillicoultry 01259 753 330
  • Slide-1

    Experts, naturally, in all aspects of private and business law.

Private

Our solicitors based in Central Scotland advise individuals and families through a friendly “personal family solicitor” approach. Find out more on how we can help you.

Read More

Business

Whether you are starting, selling, buying, investing in or restructuring a business, we can help. We specialise in providing accurate business law advice, tailored to the needs of your business.

Read More

Conveyancing

We are based in Tillicoultry and we have extensive experience of domestic, residential and commercial conveyancing throughout the Stirlingshire & Clackmannanshire areas.

Read More

If a loved one has died and without leaving a will, it can be difficult to know what to do or where to turn. The law mandates how the deceased’s property (their estate) is to be divided on death. Often, this will not accord with the deceased's precise wishes which is why we always recommend that our clients write a will. However, if a loved one has died without a will, we can help.

Wills, Trusts & Executry Solicitors in Tillicoultry

At watersrule, we help our clients deal with loved one’s estates throughout Clackmannanshire from our offices in Tillicoultry. Below is a brief guide to the law of ‘intestate succession’, which applies when a person dies without leaving a Will. When a person has died leaving a Will in place, their property is distributed according to their wishes as expressed in the Will, subject to the laws of succession which give certain inalienable rights to any surviving spouse (or civil partner) and to any children.

Wills also usually appoint a person to act as executor of the Will, and often seek to appoint guardians of young children. However, many people die without a Will in place.

As such, there will be no named executors and no instruction on how property is to be divided. This is a complex and detailed area of law and we recommend instructing an experienced intestacy solicitor to guide you through the process.

The law grants certain rights to spouses and children. These are as follows:

Prior Rights in Succession

These are granted to the spouse or civil partner. After any debts owed by the deceased are paid, the surviving spouse inherits the deceased’s residence up to a certain value (called the ‘dwellinghouse’), and all furniture fixtures and fittings therein, again up to a certain value. The bereft spouse also inherits a limited amount of cash any remaining money. The amount of cash differs depending on whether or not there are any children involved. These ‘prior rights’ as the name suggests take precedence over other claims on the estate. Sometimes these rights will exhaust the estate, however, if anything is left then the ‘legal rights’ of the spouse and any children come into play.

Legal Rights in Succession

A surviving spouse or civil partner and any children are then entitled to ‘legal rights’. These are taken out of the ‘moveable estate’, i.e. all of the estate excluding ‘heritable property’ (land and buildings.) Moveable property includes cash, investments, cars & vehicles, furniture, jewellery and other items. The surviving spouse is entitled to one-third of the moveable estate if there are children or grandchildren or one-half if there are children or grandchildren. Each child has an equal claim in the moveable estate. This equal claim is shared equally among that child’s descendants if the child is already dead.

Intestate Succession and Cohabitation

The law in this area has not kept pace with changes in society. Nowadays, many people cohabit without ever formalising their relationship through marriage. This means, in practice, that the consequences of a death can be devastating for those left behind. However, since 2006, the Family Law (Scotland) Act 2005 has allowed cohabitees to apply to the court for financial provision when their partner dies. This adds a difficult and stressful dimension to the experience of losing a loved one.  Further, if there is an existing spouse or civil partner from whom the deceased is separated, they may take precedence over the cohabitee. If you were cohabiting and your partner has died, contact us to find out your exact legal position.If there is anything left in the estate after prior rights and legal rights have been satisfied, the remainder of the estate is divided according to the following hierarchy. If none from one category remain alive, the following category are entitled to inherit.

The first to inherit are children who inherit the remaining estate:

  • Either or both parents and brothers and sisters - half to parent or parents and half to brothers and sisters.
  • Brothers and sisters take the whole.   
  • Either or both parents take the whole.
  • Husband or wife or civil partner - surviving spouse or civil partner takes the whole.
  • Uncles or aunts (on either parent's side) take the whole.
  • Grandparent or grandparents (on either side) take the whole.
  • Brothers and sisters of any grandparents (on either side) take the whole.
  • Ancestors of intestate remoter than grandparents, on both paternal and maternal sides generation by generation successively take the whole, but if no ancestors survive in any generation their brothers and sisters come before ancestors of the next more remote generation.
  • Finally, if no remaining family members can be found, the Crown, as ultimus haeres, takes the remainder of the estate.

The above is subject to the following principles:

  • Males are not favoured, nor is age taken into account.
  • There is ‘representation’ in all branches: This is to say that where any relative who is already dead would have been entitled to inherit, that relative's children are entitled to inherit.
  • In cases where the deceased leaves behind full and half siblings, the full-blood siblings take precedence.

This is a complex structure and the above is a précis of the law, not a full guide. If you would like more information, contact us now.

If you have lost a loved one, watersrule can help deal with the legalities. Losing a loved one is never easy. We know this, which is why our specialst executry solicitorsare here to do all we can to help.

Executry Solicitors in Tillicoultry

If the deceased left a Will, then usually this will appoint a person or persons (perhaps even a firm of executry solicitors) to act as executor(s) of their will – executors are the people responsible for bringing the deceased’s affairs to an orderly conclusion.

If there was no Will, we can help with the process of winding up the estate – this is known as ‘intestate succession’ and the property is distributed according to the laws of inheritance.

Winding up an Estate

In most cases, before you can wind up a loved one’s affairs, you must obtain ‘Confirmation’. This is a legal document from the local Sheriff court which grants authority to the executor to administer the deceased’s estate including uplifting money from bank accounts, closing said accounts, transferring or selling shares, liquidating assets, selling or transferring property, dealing with tax, pensions, life insurance policies and paying bequests as well as many any other actions which are necessary to bring the deceased’s affairs to a conclusion.

There is no lower limit for Confirmation but generally, it is only necessary where the deceased’s estate exceeds £30,000. It is always required or if it includes any land or a house. However, in most cases, banks, building societies and other organisation will only deal with executors who have been obtained Confirmation.

In order to be granted Confirmation by the court, the executor (the person or persons named in the will as responsible for the estate) must provide a list of all of the deceased’s property (called an Inventory) to the court. This will include land & buildings (heritable property) and shares and other assets (moveable property) as well as a list of the deceased's debts.

This includes all property, even items which have already been distributed to beneficiaries and property which is located outside of Scotland.

Confirmation or Probate

Confirmation is the Scottish equivalent of "Probate" and "Letters of Administration". However, the procedure of applying for Confirmation is quite different, and the laws of succession differ between Scotland and England.

Executry Lawyers in Tillicoultry

At watersrule, we understand that this is a very difficult time, and that the deceased’s relatives will want a speedy resolution to the process of winding up an estate. Even the most straightforward estate usually takes at least six months to complete. Dealing with the formalities of a legal process is difficult at the best of times. Let watersrule’s executry solicitors in Tillicoultry, Clackmannanshire, Plean, Cowie, Alloa or the surrounding areas in Scotland guide you through the process to ensure a swift resolution.

For most of our lives, we are able to manage our own affairs. However, there are occasions when we will require the assistance of another person to manage our affairs. The law allows us to put in place something called 'Powers of Attorney' which allows others to manage aspects of our lives. If you require assistance with your Power of Attorney, our specialist wills lawyers can help. Get in touch today. 

Powers of Attorney Solicitors Tillicoultry

Whether through illness, injury or simply old age, many people lose the ability to dictate their own affairs. When this happens, it can be difficult for loved ones to run your affairs in your interests. Putting in place a Power of Attorney allows them to do this. A Power of Attorney is a legal document which grants authority to manage our affairs to a loved one. Since these can only be put in place while you have the mental capacity to do so, you should act as soon as possible.

There are three types of Power of Attorney recognised in Scotland:

Simple Power of Attorney

Generally used in cases of temporary absence from the country

Continuing Power of Attorney

Allows management of financial & property related decisions.

Welfare Power of Attorney

Allows the making of decisions relating to care, welfare and medical treatment. This last one only become active when the capacity to make our own decisions is lost. It is common to make a combined Continuing and Welfare Power of Attorney.

Power of Attorney Facts  and advice:

  • You can grant Power of Attorney at any time whilst you retain the mental capacity to do so.
  • You should grant the power to someone you trust and someone who knows you intimately in order that your wishes can be respected. This can be a friend, a family member or even a solicitor.
  • You can appoint more than one attorney to act alone or with others.
  • You can grant different powers of attorney to delegate different powers to different people for different purposes:
    - Continuing power of attorney deal with financial and legal matters
    - Welfare powers of attorney relate to personal care and medical treatment

Power of Attorney can be revoked at any time while you have the mental capacity to do so. Like an insurance policy, a Power of Attorney is something we hope we never need. However it pays to have one in place in case the worst should happen. We can help draw up any type of Power of Attorney in in Tillicoultry, Clackmannanshire, Alloa, Stirling, Dollar, Dunblane, Bridge of Allan or the surrounding areas in Scotland.

Contact our Power of Attorney Lawyers Tillicoultry & Stirlingshire

To get in touch with our Power of Attorney Solicitors for further advice, please complete our online contact form or call us on 01259 753 330.

Power of Attorney - Frequently Asked Questions

Why should I set up a Power of Attorney?

Setting up a Power of Attorney ensures that someone you trust can manage your affairs if you lose capacity due to illness, injury, or age-related conditions. Without one, your loved ones may face lengthy and costly court processes to gain decision-making authority.

What are the different types of Power of Attorney in Scotland?

In Scotland, there are two main types:

Continuing Power of Attorney: Covers financial and property matters, which can take effect immediately or only if you lose capacity.
Welfare Power of Attorney: Covers personal and health-related decisions, which only take effect if you lose capacity.

Who can I appoint as my attorney?

You can appoint anyone you trust, such as a family member, friend, or professional (e.g., a solicitor). It’s important to choose someone reliable and capable of managing your affairs responsibly.

Do I need a solicitor to create a Power of Attorney?

While it’s possible to draft a Power of Attorney yourself, using a solicitor ensures the document is legally valid and tailored to your needs. Watersrule Solicitors can guide you through the process and handle all legal requirements.

Can I change or cancel my Power of Attorney?

Yes, you can amend or revoke your Power of Attorney at any time as long as you still have mental capacity. This must be done in writing and registered with the Office of the Public Guardian in Scotland.

What happens if I don’t have a Power of Attorney?

If you don’t have a Power of Attorney and lose capacity, your loved ones may need to apply for a guardianship order through the courts to manage your affairs. This process can be time-consuming, expensive, and stressful.

How do I register my Power of Attorney?

Your solicitor will submit the completed document to the Office of the Public Guardian (Scotland) for registration. The document must be registered before it can be used by your attorney.

Can I appoint more than one attorney?

Yes, you can appoint multiple attorneys and specify whether they must act jointly (together) or independently when making decisions on your behalf.

The death of a loved one is never an easy time for families. We can help with the efficient winding-up of the estate of the person. Our Wills and Executry lawyers are based in Tillicoultry. If you are in Clackmannanshire, Alloa, Stirling, Dollar, Dunblane, Bridge of Allan or the surrounding areas in Scotland, we can advise on all aspects of the legal and practical issues in simple language for you.

Executry Solicitors in Tillicoultry: Winding up an Estate

Generally, the steps involved in the winding up of an estate are as follows:-

  • Once instructions to wind-up the estate of the deceased are obtained, we check whether or not there is a valid will in place. If there is a valid will, the process is known as testate succession. If there is no valid will, the process is known as intestate succession and the rules for each are different.
  • Copies of the death certificate are obtained and funeral arrangements should be made.
  • Executors are confirmed in accordance with the will or, in the absence of a will, executors are ascertained in accordance with the rules of intestate succession (usually the spouse or next of kin).
  • Assets and liabilities of the deceased are identified, which can include a house, car, bank accounts, investments etc, further to which the banks and investment companies etc will be notified of the death
  • An inventory of the assets and liabilities is prepared and confirmed by the executor.  If the estate appears to be worth more than £325,000, arrangements are made in respect of any inheritance tax liability
  • Confirmation’ is then obtained from the Sheriff Court and the Certificate of Confirmation is then sent to each bank or company holding assets asking for the relevant sum due to the estate.
  • Any tax liabilities and any other debts are dealt with usually after 6 months have passed from the date of death.
  • The estate can then be distributed to the beneficiaries (in some cases, interim distributions may be made at an earlier stage) and further administrative issues are dealt with in order to finalise the administration of the estate.

Executry - Frequently Asked Questions

What is an executor, and what do they do?

An executor is a person appointed in a will or by the court to manage the deceased’s estate. Their duties include gathering assets, paying debts and taxes, and distributing the remaining estate to beneficiaries.

What happens if someone dies without a will in Scotland?

If someone dies without a will (intestate), their estate is distributed according to Scotland’s intestacy laws. This means assets are allocated to surviving relatives in a specific order of priority, starting with spouses or civil partners and children.

Do I need a solicitor to administer an estate?

While it’s possible to handle an estate yourself, executry law can be complex, especially for larger estates or those involving disputes. A solicitor ensures the process is carried out correctly, efficiently, and in compliance with legal requirements.

What is confirmation, and why is it needed?

Confirmation is the legal document issued by the court that gives an executor authority to access and distribute the deceased’s assets. It’s required for most estates in Scotland, particularly when dealing with banks, property, or investments.

How long does it take to administer an estate?

The timeframe depends on the complexity of the estate. Simple estates can be settled within a few months, while larger or contested estates may take over a year to administer.

What taxes need to be paid when administering an estate?

Executors must ensure all outstanding taxes are paid before distributing the estate. This includes inheritance tax (if applicable), income tax on any earnings before death, and capital gains tax on certain assets.

Can disputes arise during the executry process?

Yes, disputes can occur over issues such as the validity of a will, interpretation of its terms, or disagreements among beneficiaries. A solicitor can help mediate and resolve these disputes efficiently.

What happens if I don’t want to act as an executor?

If you are appointed as an executor but do not wish to take on the role, you can formally renounce your position. Another executor named in the will or appointed by the court will take over.

Contact watersrule Solicitors

For further information on our legal services, please fill out our enquiry form here. Contact us today at our Dedicated Switchboard on 01786 235 235 or at our Tillicoultry office on 01259 753 330 to speak to expert property solicitors.

Please note that watersrule solicitors ARE NOT registered to provide Legal Aid or other types of Legal Financial Assistance.

Get in touch

We always aim to reply within 24 hours

Please let us know your name.
Please let us know your email address.
Please let us know your phone number.
Please let us know your email subject.
Please let us know your message.