Independent Capacity Assessments for Testamentary and Estate Planning Decisions

Nationwide, independent, psychology‑led assessments.

Clear, defensible reporting for sensitive estate decisions.

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SAILs Psychology Ltd provides specialist capacity assessments for Wills and Probate, combining clinical expertise with legal fluency. Our reports offer clear, defensible conclusions that support fair and dignified estate decisions.

Our assessors are registered with leading UK professional bodies.

Logos of BASW, Social Work England, BABICM, HCPC, General Medical Council, RC Psych, and NMC, representing various health and social care professional organizations.

Service Descriptions

All assessments starting at £550.

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  • We assess a person’s ability to understand the nature and effects of making or amending a will. Our evaluations follow the Banks v Goodfellow criteria and provide clear, defensible conclusions for solicitors and families.

  • We evaluate whether an individual can understand the implications of altering the distribution of an estate after a death. Our assessments ensure decisions are informed, voluntary, and legally robust.

  • We assess capacity to appoint an attorney for Property and Financial Affairs or Health and Welfare. Reports outline the person’s understanding of authority, risks, and responsibilities, supporting safe and ethical decision‑making.

  • We determine whether an individual can understand and manage the legal, financial, and administrative responsibilities involved in executing a will. Our reports support solicitors in ensuring appointments are appropriate and defensible.

  • We assess a person’s ability to understand, weigh, and communicate decisions about care, living arrangements, and medical treatment. Our evaluations follow MCA principles and provide clear guidance for families and professionals.

  • We evaluate whether an individual can understand and manage their financial responsibilities, including budgeting, paying bills, and safeguarding assets. Reports offer clear recommendations to support safe and ethical financial decision‑making.

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Frequently Asked Questions

  • Most assessments take 60–90 minutes, depending on the individual and the type of decision being assessed. We take the time needed to ensure the evaluation is thorough, respectful, and legally defensible.

  • Some capacity assessments can be completed via secure video call, but this is considered carefully on a case‑by‑case basis. Remote assessments can introduce factors such as environment, technology, or the presence of others, which may affect the person’s ability to engage or increase the risk of undue influence.

    To ensure the assessment is safe, ethical, and legally robust, we review each situation individually.

  • If someone does not meet the legal threshold for capacity, we provide a clear explanation, the evidence behind the conclusion, and any relevant recommendations. Our role is to offer an independent, accurate assessment, not to influence the outcome.

  • Reports are typically completed within 5–7 working days. If you require an expedited report, please let us know at enquiry stage and we will confirm availability.

  • Yes. We regularly work with solicitors, families, executors, and professionals. We maintain strict independence and do not act as advocates for any party.

  • Yes. Capacity is decision‑specific, not diagnosis‑specific. We assess the person’s ability to understand, retain, weigh, and communicate information relevant to the decision at hand.