Probate and estate administration
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We can help executors avoid mistakes and solve problems and disputes in all aspects of administering a person’s estate after death.
How we can advise you
Probate is the name often given to the process of administering a person’s estate after their death. We use our expertise to help executors or administrators avoid mistakes, problems and disputes – especially in the absence of an authorised will.
Advice includes:
- Registering the death and arranging the funeral
- Notifying third parties such as banks, utility companies and Government bodies
- Arranging valuations of property and personal effects
- Identifying any debts the deceased owed
- Working out the deceased’s final income tax and capital gains tax liability
- Calculating whether inheritance tax is due
- Obtaining a Grant of Representation (the court document confirming a will is valid, or administrators have authority to act)
- Closing the deceased’s bank accounts and taking control of other assets
- Selling property or transferring it to beneficiaries
- Paying the deceased’s debts and any tax or bills incurred during probate
- Preparing detailed estate accounts proving the estate has been correctly administered
- Obtaining confirmation from the Inland Revenue that all tax matters are finalised
- Confirming who is legally entitled to benefit
- Paying out the deceased’s estate in accordance with the will
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Pricing and service information
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How our team will work with you
Our aim is simple: to deliver a service that allows our clients to protect, develop and ultimately pass on their wealth with complete peace of mind.
We believe in forming strong working relationships with our clients, taking the time to understand a client’s financial and family circumstances so we can offer clear, practical advice. In many cases we have acted for several generations of the same family, and much of our work comes from word of mouth referral from existing clients and other professionals.
As members of the Society of Trust and Estate Practitioners (STEP) we are at the forefront of legal developments and best practice in wealth management.
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Our clients
Our clients are mostly private individuals from the UK and overseas and include entrepreneurs, company directors, land-owners, fellow professionals and their families. We also act for trustees and charitable organisations.
We are invited by Camelot to provide advisory services to National Lottery winners.
Key contacts
