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Wills, Trusts, Probate & Estate Planning

We'll work with you to understand what’s important to you, advising how you can best protect your family and assets.

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Introduction

Clarity in a complex world.

Life can be unpredictable—but with the right planning, you can protect what matters most. At Porter Dodson, we help individuals and families prepare for the future with confidence, compassion, and clarity.


Whether you're making a Will, setting up a Trust, managing a loved one’s estate, or navigating complex family circumstances, our experienced private client team is here to support you every step of the way.

We offer clear, practical advice on:

  • Wills
    We’ll help you create or update a Will that reflects your wishes, protects your loved ones, and gives you peace of mind. From simple arrangements to complex family dynamics, we’ll guide you through every decision with care and clarity.
  • Powers of Attorney
    Plan ahead by appointing someone you trust to manage your affairs if you’re ever unable to. We’ll explain your options and prepare the documents to ensure your wishes are respected.
  • Trusts
    Trusts can be a powerful way to protect assets, support vulnerable beneficiaries, and manage inheritance tax. We advise on all types of Trusts and support Trustees with their legal responsibilities.
  • Tax & Succession Planning
    We work with individuals, families, and business owners to create long-term strategies that protect wealth and minimise tax. Our team collaborates with your financial and legal advisers to ensure your legacy is secure.
  • Probate & Estate Administration
    Losing a loved one is hard enough without the burden of legal paperwork. Whether you need full support or just help with specific tasks, we’ll guide you through the process with empathy and efficiency.
  • Intestacy
    If someone dies without a Will, the estate must be managed under the rules of intestacy. We specialise in complex cases, including those involving unknown relatives, missing documents, or difficult property issues.
  • Wills, Trust & Estate Disputes
    Disputes can arise even with the best planning. Our contentious probate team can help resolve disagreements over Wills, Trusts, or estate administration—protecting your interests while aiming to preserve family relationships.
  • Court of Protection, Mental Capacity & Care
    When someone can no longer make decisions for themselves, the Court of Protection may need to step in. We support families with deputyship applications, care planning, and safeguarding vulnerable individuals.

Let’s plan for the future — together.

Whether you’re preparing for what’s ahead or responding to a life event, we’re here to help you move forward with confidence.

Why Choose Porter Dodson?

  • Recognised excellence – Ranked in both The Legal 500 and Chambers & Partners for our expertise in private client services, including Wills, Trusts, and Probate.
  • Clear, compassionate advice – We speak your language, not legal jargon, and tailor our guidance to your personal circumstances.
  • Joined-up legal support – Our team works seamlessly across estate planning, tax, property, and disputes to protect your interests.
  • Trusted by generations – With deep roots in the community, we’ve supported families and business owners across the South West for decades.
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Meet our team of private client lawyers

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I am happy to say that I have been really impressed with how Porter Dodson has dealt with my case. Everyone has been very friendly, courteous, efficient and patient. I would certainly recommend your services.

Mrs C

We have used Porter Dodson twice for conveyancing and now for our wills. We have found their service and attention to be first-class and would highly recommend them.

Mr G

I have recommended you and I was pleased to suggest you are nigh on perfect!

Mrs C

First-class service from Sam Smith and Nicole Spencer-White. Extremely professional service throughout the case. Very clear and offered support and guidance. Would highly recommend your services to others.

Mr B

Legal Awards and Accreditations

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