Probate and Estate services for executors

We know it can be daunting to be faced with the prospect of handling a loved one’s legal and financial affairs. We offer a flexible service tailored to each individual case; let us take the worry away and help as much as you would like.

Our partners and directors are also Society of Trust and Estate Practitioners (STEP) qualified; we are professionally recognised as ‘trusted advisors’ in this field.

We can help with the following:

• Free initial meeting with family and other executors to plan the way forward and explain the process
• Protecting the assets whilst the estate is being administered, for example, making sure property continues to be insured, notifying banks so that any sole accounts are frozen, cancelling the passport and driving licence, securing any chattels
• Ascertaining and valuing the assets and liabilities as at the date of death
• Submitting an account of these to HMRC, claiming any reliefs and exemptions and paying any Inheritance Tax due on the estate
• Preparation of papers needed to obtain a grant of probate
• Collecting in assets, which involves opening a separate bank account and transferring legal ownership of assets to the executors
• Paying debts and liabilities
• Distributing the estate in accordance with the terms of the Will, which can entail making decisions as to which assets should be sold and/or distributed in specie to the beneficiaries
• Providing tax advice to beneficiaries of the estate
• Working in collaboration with law firms, as necessary, to complete the legal aspects of settling an estate