Probate Administration

Probate Administration

Whether you’re looking for an admin only service to help you obtain grant of probate or letters of administration papers, or an administration service where we will help obtain grant papers, encash assets such as bank accounts, investments, shares, saving certificates and sale of the estate property, settling liabilities such as funeral expenses and dealing with all inheritance tax calculations, reporting and filing personal tax returns, we have the expertise to serve you and be involved as much or as little as you want us to be.

As an Executor, you can apply for the Grant of Probate and administer the estate yourself without assistance from a Solicitor, but we would not advise that you do this.  It can be a complex, lengthy and time-consuming process with multiple stages, forms to complete, inheritance tax issues to consider and different banks, building societies and companies to deal with.  An error at any stage or with the forms can delay the process and administering the estate incorrectly could lead to your actions being legally challenged.

Our aim is to ensure we make this difficult time manageable for you and help guide you through the process of efficiently dealing with your loved ones financial affairs. We will ensure the relevant allowances, reliefs and exemptions are applied in accordance with the exact circumstances of the case, and provide the relevant evidence in support to the HM Revenue & Customs (HMRC) to minimise any inheritance tax bill payable.

We believe that managing an estate through probate should be straightforward and stress-free.

We can also help with;

  • Property valuation, marketing & sale conveyance
  • Disputes which may arise between personal representatives and beneficiaries or any contentious issue
  • Property clearance, repairs and maintenance during sale

Our probate administration services can be provided on a fixed-fee or hourly basis, depending on the specifics of your case and your requirements.

Contact us today to discuss your matter. We will assess your situation and provide a clear outline of the costs involved.

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