Probate and Estate Administration

Probate

Probate and estate administration

Whether you are planning ahead for your own estate administration, or you are an Executor in someone else's Will and would like us to take the burden off you, please get in touch as soon as possible.

We will assess the work that needs to be done and unlike many others, give you a fixed quote. We do not charge a percentage.

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What is Estate Administration?

Probate has become the term commonly associated with handling an individual's estate after they've died but it is just one component of administering an estate.

Estate administration is so much more. It’s the process of sorting out a deceased person’s legal and tax affairs.

Everything from bank accounts, belongings and property to debts, pensions and Inheritance Tax.

We'll take care of all the tasks you can think of and all of the things you might not have considered

Valuing assets and handling debts

Over a lifetime, everyone accumulates assets and debts. As part of the estate administration process, everything has to be dealt with. Your Personal Estate Manager will handle everything on your behalf so that you have complete peace of mind.

Legal & Tax

From applying for the Grant of Probate (Confirmation in Scotland) to dealing with Inheritance Tax, estate administration involves a significant amount of legal and tax work. Our team of experts manage all of this work on your behalf. Quickly and efficiently.

We'll protect your family

Estate administration can be complex. That’s why we take on full responsibility and liability so that you don’t have to worry. We'll take care of everything you can think of and all the things you might not have considered.

Dealing with property

The family home can be the most valuable part of an estate, financially and emotionally. To help deal with this crucial part of the estate administration, we work with specialist property partners to be able to help you achieve the best price, quickly, and to manage the legal requirements of selling or transferring a property.

All the paperwork

Your Personal Estate Manager will deal with all of the paperwork and make the necessary calls, so you don't have to. This includes dealing with HMRC, liaising with utility providers, resolving pension enquiries and more. All of these tasks are an additional burden at a difficult time.

Paying inheritance quickly

You'll want us to deal with the estate and distribute the assets as soon as possible. That's why we try to make initial payments to beneficiaries quickly, and at regular intervals. You and your family will receive your entitlement as soon as possible.