PROBATE

When a person dies someone will have to deal with their estate. This can be a confusing time if you have been appointed an Executor in the Will, or you are dealing with the estate if no Will has been made.

Probate can be complicated and time consuming and it is important that the correct steps are taken in the right order.

We can ensure that the Probate process will be administered correctly and efficiently; thereby minimising risk to the estate and avoiding potential family disputes.

We can assist in all of the processes, whether or not the person left a Will. This could just be with the actual application for Probate itself, or include also advising on or undertaking the entire administration of the estate including:

  • Arranging finance to cover the funeral costs or pay inheritance tax
  • Obtaining valuations
  • Completing tax returns 
  • Claiming insurances and sorting out pension entitlements
  • Identifying and locating beneficiaries
  • Dealing with disputes and debts
  • Selling property
  • Distributing the funds to the beneficiaries
  • Preparing the required estate accounts