Estate Planning Basics | Estate Planning Solicitors Dublin & Ireland

Blanchardstown, Castleknock, Dublin City Centre

Learn Estate Planning Basics | Estate Planning Solicitors Dublin, Ireland

Estate planning in Dublin, Ireland is similar to estate planning in the rest of the country. It involves the process of arranging the transfer of a person’s assets and property in a way that minimizes tax liabilities, ensures that the assets are distributed according to the person’s wishes, and provides for their loved ones after their death.


Some specific considerations for estate planning in Dublin may include:


Property Ownership: 

Dublin has a high property value, and many people may own multiple properties. Estate planning can involve determining how to transfer these properties in a tax-efficient manner and ensuring that the properties are distributed according to the person’s wishes.

Business Succession Planning: 

Dublin is a hub for business and entrepreneurship, and many people may own or be involved in businesses. Estate planning can involve determining how to transfer business assets and ensuring that there is a succession plan in place to ensure the business continues to run smoothly after the person’s death.

Pension Planning: 

Pension planning is an important part of estate planning, and Dublin has a high number of people with private pensions. Estate planning can involve determining how to transfer pension assets and ensuring that the person’s pension is distributed according to their wishes.

Digital Assets: 

In today’s digital age, many people may have digital assets such as online bank accounts, social media accounts, and cryptocurrency. Estate planning can involve determining how to transfer these assets and ensuring that the person’s digital legacy is managed appropriately.

Estate Planning in Dublin, Ireland involves similar considerations as estate planning in the rest of the country. It is recommended that individuals seek professional advice when undertaking estate planning to ensure that their wishes are properly documented and their tax liabilities are minimized.

5 Components of Estate Planning | Dublin & Ireland

In Ireland, estate planning typically involves the following five components:


A will is a legal written agreement about how your possessions should be transferred in the event of your passing. It is an essential part of estate planning, as it ensures that your wishes are carried out.

An Enduring Power of Attorney (“EPA”): 

An enduring power of attorney is a legal document that allows you to appoint someone to make decisions on your behalf if you are unable to do so yourself. This is particularly important if you become incapacitated or unable to manage your affairs.


Assets are transferred to a trustee, who manages them on behalf of a beneficiary, under the terms of a trust, a legal arrangement. Trusts can be used to manage assets for the benefit of minors, and individuals with special needs, or to protect assets from creditors or taxation.  Trusts can be made during your lifetime or as part of your Will (being a testamentary trust).

Advance Healthcare Directive: 

An advance healthcare directive is a legal document that allows you to express your wishes regarding medical treatment if you become incapacitated or unable to communicate.

Life Insurance: 

Because it can help your loved ones financially after your passing, life insurance may be a crucial component of estate planning. It is particularly important if you have dependents who rely on your income or if you hold a mortgage.

What differentiates Estate Planning from Will Planning?

In Dublin, Ireland, “will planning” and “estate planning” are often used interchangeably, but they have different meanings.

Will Planning 

also known as testamentary planning, refers to the process of creating a legally binding document that outlines how a person’s assets and property should be distributed after they die. A will can also appoint guardians for minor children, establish trusts, and nominate an executor to manage the estate.

Estate Planning

On the other hand, is a more comprehensive process that involves not just creating a will, but also taking steps to manage one’s assets and affairs during their lifetime. Estate planning may include creating a power of attorney, establishing trusts, creating a living will, and making decisions about retirement and life insurance accounts.

In other words, estate planning encompasses more than just the distribution of assets after death, but also involves planning for incapacity, minimizing tax liabilities, and ensuring that one’s wishes are carried out during their lifetime and after one passes away.

Overall, will planning is a key component of estate planning, but estate planning involves a broader approach to managing one’s assets and affairs, both during their lifetime and after their death. It’s recommended to work with an experienced estate planning solicitor to create a plan that meets one’s specific needs and goals.

An Estate Planning Solicitor in Dublin, Ireland

Do you need help in planning for the distribution of their assets and property? 

Estate Planning Solicitors are legal professionals who specialises in the assisting of clients in creating legally binding documents such as wills, trusts, powers of attorney, and other related documents that make sure their requests are honored once they pass away.

Estate planning solicitors also provide advice and guidance on minimizing the impact of taxes on the estate and making provisions for any dependents or beneficiaries. They can also assist in navigating complex legal issues related to probate, estate administration, and inheritance disputes.

Overall, estate planning solicitors help individuals and families make informed decisions about their assets and legacy and ensure that their wishes are carried out in a legally binding and efficient manner.

Benefits of Working with an Estate Planning Solicitor in Dublin

Tailored advice: 

An estate planning solicitor can provide customized advice based on your individual circumstances, including your assets, family structure, and goals for the future.


Estate planning solicitors have extensive knowledge of the legal and financial aspects of estate planning, including tax laws and probate procedures. They can help you navigate complex issues and ensure that your estate plan is legally binding and effective.

Minimization of taxes: 

Estate planning solicitors can help you minimize the impact of taxes on your estate, which can help preserve your assets for your loved ones.

Avoidance of disputes: 

By working with an estate planning solicitor, you can create a clear and legally binding plan for the distribution of your assets, which can help prevent disputes among family members or other beneficiaries.

Peace of mind: 

Knowing that your estate plan is in place and legally binding can provide peace of mind, both for you and your loved ones.

Working with an estate planning solicitor can help ensure that your wishes are carried out effectively and efficiently, and can help provide for your loved ones after your passing.

Your Estate Planning Solicitors in Dublin City Centre

At Carmody Moran Solicitors our experienced estate planning & wills and probate solicitors in Dublin are on hand to advise and are skilled in handling all nature of making a will in Ireland.

The two partners of Carmody Moran Solicitors have a combined total of in excess of twenty-five years of professional legal experience. Together with their associates, they aim to make the Court process as straightforward and navigable as possible while being on hand to alleviate their clients’ concerns and worries about going through the Court process.


Anthony Carmody


Anthony Carmody is one of the founding Partners of Carmody Moran Solicitors.

He has significant experience in personal injury cases and general litigation having handled literally thousands of cases on behalf of clients based in Ireland and abroad.


Niamh Moran


Niamh Moran is one of the founding partners of Carmody Moran Solicitors and is a solicitor with wide ranging experience across all areas of general practice.

Niamh manages the family lawconveyancing in Dublin, and probate divisions of the practice. Niamh’s practice of law is extremely varied and she is regularly sought out for her expertise by clients and colleagues alike.

*While we have made every effort to provide accurate information, the law is always changing and it affects each person differently. This information is not a substitute for specific advice about you personally and it is not intended as legal advice. We will not be liable to you if you rely on this information. In contentious business, a solicitor may not calculate fees or other charges as a percentage or proportion of any award or settlement. This statement is made in compliance with Reg.8 of SI 518 of 2002.

You should note that no solicitor/client relationship or duty of care or liability of any nature shall exist or be deemed to exist between Carmody Moran Solicitors and you until you have received a written letter of engagement from us in which we confirm our appointment as your Solicitors.


Grace Ohanlon
Grace Ohanlon
Lovely solicitor. Rang for advise on a potential claim from an airline and gave great advice. Would highly recommend
Shannon Spence
Shannon Spence
Myself and my partner worked with Carmody Moran earlier this year when buying our first house. As first time buyers, we weren't really sure how the whole process worked. Jim Downing really helped us and made the process clear and easy to understand, and kept us updated throughout the process. Would definitely recommond the service.
Almudena B.
Almudena B.
We used Carmody Moran's conveyancing services, and we couldn't have wished for a better solicitor. Caila was extremely professional, responsive and knowledgeable. As first-time buyers, everything was new to us, but she had our back every step of the way, and was looking out for our best interests during the whole process. When things turned difficult on closing date, Caila intervened promptly and sorted everything out for us, even when it looked impossible. We cannot recommend Carmody Moran enough, and we'll surely use them for any future legal affairs we may have!
Parvathi R.Nair
Parvathi R.Nair
Just wanted to express my deep gratitude for the dedicated work you did.The way that they treat clients are amazing.Always giving timely responses.I was very free to ask my queries and they gave me good clarifications.I highly recommend them to anyone looking for notary services 😊.
César cmc
César cmc
I would definitely recommend Carmody Moran solicitors. They definitely made my journey easier, and had the patience to make me understand any parts of the process I struggled with.Special thanks to the team. 👍👍
Sergey Sk
Sergey Sk
I was looking for a family law consultation and asked Carmody Moran for one. Unfortunately, they didn't have the capacity, but at least they were nice enough to call me back and reply by email.So the very least you can expect from these specialists is the right attitude (unlike from many others out there on the market), but likely a lot more!
Madeleine N
Madeleine N
We recently engaged Carmody Moran Solicitors for the purchase of our home, on receiving a recommendation for Caila Ryan specifically. Caila and the team were a pleasure to deal with. Caila was incredibly responsive, efficient and diligent throughout the process. As first time buyers, Caila explained all steps clearly and concisely to us, which eased our stress. Caila and the team went above and beyond for us - and accommodated ad hoc meetings when required. We highly recommend Caila and the team at Carmody Moran.
Aditya Labhe
Aditya Labhe
Caila was nothing but helpful throughout the process of me buying a new apartment. She is diligent, helpful and has great attention to detail. She was patient with me with all the questions and ensured the process was as through as possible from all the legalities stand point. A true champion for her clients. I have no hesitation recommending her.
Jodie Osullivan
Jodie Osullivan
I had an absolutely fantastic experience with my solicitor! Their hard work and dedication were truly impressive. They went above and beyond to help me with my legal matters. I couldn't have asked for a better advocate. Highly recommended!
I recently engaged with Carmody Moran Solicitors for the purchase of my new home. Caila and team were incredibly helpful throughout the whole process, ensuring I was kept up to date and promptly responded to any queries I had raised. I was particularly impressed at how diligent and efficient Caila was in ensuring the purchase went as smooth as possible. Would highly recommend them for their Legal services.
Aedamar O'Toole
Aedamar O'Toole
Carmody Moran Solicitors exceeded all expectations as a Solicitor. Caila was an absolute pleasure to deal with from start to finish. She is exceptionally professional, organised and responsive. We needed her service in buying a house. She made sure that we were in the best position to make the transaction and was extremely thorough and intelligent in her work. She helped us secure the house before another interest rate hike. She went above and beyond as a solicitor and I couldn’t recommend her enough!
Louise O'Dwyer
Louise O'Dwyer
I recently had the pleasure of engaging Carmody Moran Solicitors for the purchase of my new home. I found Caila and the team to be extremely professional, efficient and they kept the whole process moving along smoothly at all times. Everything was explained to me at each stage in the process in a clear and concise manner. I would highly recommend Carmody Moran Solicitors to anyone for quality legal services.
Luke Ivers
Luke Ivers
Caila at carmody Moran is an absolute pleasure to deal with. Always attentive and always keeping you update. Caila took a lot of the stress out of the leg work having everything ready and constantly in contact with us. Would recommend Carmody Moran to anyone. They're all lovely to deal with and so helpful.
John Corr
John Corr
We recently engaged with Carmody Moran Solicitors for a property purchase. From start to finish I found their service to be highly efficient and accommodating at all times . Caila in their office was very pleasant to deal with . I would highly recommend them to anyone in the future.
Laura Butler
Laura Butler
Absolutely fantastic, I would highly recommend. Prompt responses, clear and helpful communication, very diligent, and absolutely lovely to deal with. Caila is a star. Even my estate agent was full of praise!
Aileen Power
Aileen Power
Carmody Moran recently helped me with the sale of my home. Niamh, Caila and all the team were fantastic to deal with from start to finish. They explained everything so clearly, were extremely professional, efficient and always responded promptly. On top of that they were just such a friendly group of people to deal with. I would highly recommend them.
The client service was really great. Understanding, easy to deal with and reactive
Joe Marsh
Joe Marsh
We recently closed on a first time house purchase and we were very pleased with how the whole process was handled at Carmody Moran. They always responded clearly and promptly to the many queries I had along the way and were on the ball with following up issues with the sellers solicitors to keep the process moving.The reason I went with them originally over other options was because they gave a very clear breakdown for the charges and the quoted price we were given was transparent and easy to understand compared to other quotes I received.I will definitely use them again if the need arises and recommend them to my friends and family.
Kenneth Ohaa
Kenneth Ohaa
I got the keys to my new house a few weeks back. I cannot recommend Carmody Moran Solicitors highly enough. It was a bit lengthy as I was buying and selling at the same time. In such cases you need experienced and competent solicitors such as Carmody Moran Solicitors.Stephanie and Helen were a pleasure to work with. Very transparent and communicative. Also occasionally dealt with Lucy and Caila. They were brilliant as well.I would like to say Thank you to the entire Carmody Moran team.Kenneth
Salt Almighty
Salt Almighty
I needed a solicitor to arrange a mortgage, and they went above and beyond to help me !I would advise them to anyone
Andrew Grime
Andrew Grime
My partner and I recently made the acquisition of our first home and it was a lengthy and difficult process, due to the fact we were buying from a receiver.In such difficult cases, you will need a legal representation as competent and professional as Carmody Moran Solicitors on your side.We were primarily dealing with Stephanie who gave us regular updates, helped us understand what is happening and what to do. We felt our interest always came first which made every appointment with her something we looked forward to.We were also occasionally in contact with Lucy, Niamh and other brilliant members of the firm, all of whom provided an excellent level of support and knowledge in Stephanie's absence.I couldn't recommend Carmody Moran enough. I would like to give a heartfelt thank-you on behalf of myself and my partner to every one involved at the firm who helped us make our dream a reality. We will not hesitate to call upon your services again should the occasion arise.Andrew.
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