This service is provided by Oak Tree Probate Solutions a trading name of Hodge Halsall LLP solicitors of England and Wales who are authorised and regulated by the Solicitors Regulation Authority. The Authority's rules can be accessed at

Oak Tree Probate Solutions is a trading name of Hodge Halsall LLP. Hodge Halsall LLP is a limited liability partnership

Registered in England and Wales. Registered Number OC328351. Registered Office 18 Hoghton Street, Southport, PR9 0PA.

Members : Gordon Hatton, Mark P Robinson, Judith A Bond

We use the word Partner to refer to a Member of the LLP

VAT Number 901 5048 63

Hodge Halsall's Professional Indemnity Insurance is provided by Aviva Limited. Should you wish to contact the insurers please write to The Claims Manager, Aviva Professional Indemnity Claims, Level 3, Pitheavlis, Perth, PH2 0NH. Aviva cover is worldwide except for claims made or actions instituted within United States of America or Canada or any territories which come within those jurisdictions.


If you have any problems with the work that we have undertaken on your behalf please raise your concerns in the first instance with the person who has responsibility for your matter. If this does not resolve your grievance please refer the matter to the Firm's Complaints Officer Mr Derek Alman at our Southport Office. Any complaint to Mr Alman should be within 6 months of the end of your matter or termination of the retainer.

We aim to resolve the significant majority of complaints "in-house". However, if you are dissatisfied with the response you receive from us then you may refer to-:

Legal Ombudsman, PO Box 15870, Birmingham, B30 9EB.

Tel : 0300 555 0333  Email :

The Legal Ombudsman (LeO) service is available to members of the public, and very small businesses, charities, clubs and trusts.

Any complaint to the LeO should be within 6 months of our final response to you.


Welcome to the Oak Tree Probate Solutions website. Your use of the site is governed by the following terms and conditions. You agree to accept and be bound by these terms and conditions by accessing, using or downloading materials from the site.

Copyright information

Oak Tree Probate Solutis, unless otherwise stated, is the owner or licensee of the copyright database in this website and its contents. You may download, view, copy and print documents from this site only as follows :-

  • for personal non-commercial reasons;
  • no part of the content may be used in any other work or publication without prior written permission of Oaktree Probate Solutions.
  • you will be liable for any damage or harm arising from any infringement of copyright whether belonging to us or any third party if that damage or harm results from your act, omission or default.


All information contained on the Oak Tree Probate Solutions website is for illustrative purposes only and does not purport to be comprehensive or to provide legal advice on any specific issue. It is your responsibility to ensure that your access to the Oak Tree Probate Solutions website is free of viruses, worms, Trojan horses and any other items of a destructive nature. Oak Tree Probate Solutions does not accept responsibility for any direct, indirect, incidental, special or consequential loss or damage including, without limitation, any loss of profits, business interruption, loss of programs or other data on your information handling system or otherwise incurred by you or any third party arising from your access to or use of the Oak Tree Probate Solutions website or any site which is linked directly or indirectly to any pages on the Oak Tree Probate Solutions website. No intention exists to create a solicitor - client or other contractual or business relationship. Information provided may be incomplete, out of date or inaccurate and may contain technical inaccuracies or typographical errors. Users should always seek appropriate legal advice before taking or refraining from taking any action. If you require specific legal advice please contact us.


Privacy Policy

 Welcome to the Oak Tree Probate Solutions website.  Your use of the site is governed by the following terms and conditions.  You agree to accept and be bound by these terms and conditions by accessing, using or downloading materials from the site. 

Privacy information

 This privacy statement describes our policy in using the information which we collect from you in the course of your use of our website.

 We will only hold and process any personal information which you provide to us through our website if you chose to provide this to us, for example, by completing forms on various sections of our website or by emailing us directly.  With your consent, we may use such data to contact you by email or by post to send you details about our services or to send you bulletins which we consider may be of interest to you.   If you change your mind about being contacted for any such purposes, please let us know using the contact details at the end of this Privacy policy.  We may also collect information from correspondence with you and telephone communications with you.  We may employ the services of a third party to help us in certain areas such as website posting.   In some cases, that third party may have access to your information but at all times Oak Tree Probate Solutions will control the use of that information.  We will not otherwise disclose any of the information that you provide to us without your consent unless we are required to do so in compliance with relevant laws and lawful government and/or regulatory requests.

 You may request us not to process your personal data for marketing purposes.  You may also request from us details of personal data we hold about you.  Please address any such requests marked for the attention of the “Data Protection Compliance Officer”.


“Cookies” are small pieces of information which may be sent by a web server (such as that used to run this website) to your PC which are then stored on your computer’s hard drive.  In common with many websites, we use cookies to enable us to personalise future visits to this website and keep track of the usage of it.  You may chose to disable the cookies from your browser and delete all the cookies currently stored on your computer.  Web browsers such as Netscape and Internet Explorer provide an option to disable cookies.  This may prevent you from taking full advantage of our website.


We respect the privacy of your personal email account and we store your email address as securely as any other personal information about you that we hold.  If you have given us your permission, we may use email to send you messages to keep you up to date with information which we feel may be of interest to you and which may include legal updates, newsletters and invitations to events.  You may opt out of receiving such messages from us.


This website may contain links to other websites which are outside our control and are not covered by this Privacy policy.  We accept no responsibility or liability for these sites and recommend you look at the Privacy policy applicable to any such website. 


Our staff, agents and contractors have a responsibility to keep the information that you supply to us confidential and secure.  We have in place various security measures to safeguard the information that we collect on line.  The internet is not, however, a secure medium and any information or material sent to us by electronic transmission or otherwise, cannot be guaranteed to be confidential.

Contact details

Oak Tree Probate Solutions, 18 Hoghton Street, Southport, PR9 0PA.

T : 0800 136 302        E :