Probate & Estate Admin

Managing your assets

Losing a loved one is never easy. If you have been appointed executor of a Will and want to be sure your loved one’s wishes are carried out as they wanted, our team has the experience to support and guide you.

Probate Flip

What is Probate and Estate Administration?

Estate Administration is the management of all activities relating to the valuation, collection and distribution of the estate. It includes the legal, tax and administrative activities that will need to be carried out, regardless whether there is a Will or not*. If the Executors or Administrators need to apply to the courts for the right to administer the estate this is what is known as probate.

There is often a lot to think about but our team can help you with:

  • Understanding the terms of the Will and any trusts linked to it
  • Taking care of the associated procedures and necessary legal and tax paperwork
  • Verifying and valuing all the assets
  • Dealing with HM Revenue & Customs about any tax liabilities and, where appropriate, alerting your loved ones to legitimate tax saving opportunities
  • Mitigating any tax payable, often by variation documents
  • Arranging payment of any debts and liabilities of the deceased from the estate
  • Distributing assets to loved ones named in the will

*If someone dies without leaving a Will then they have died intestate. Although the process is similar, different rules apply and must be followed closely.

Let our team take care of your legal requirements quickly and efficiently so you can spend time concentrating on what’s important to you.

For more information see our download