The loss of a loved one is never easy and many people just need that little bit of help to handle the associated legal, tax and administrative processes.
We can support you whether it's sorting out the administration and probate for the estate or working through with you what you need to do as an Executor.
We will aim to make the process as stress-free as possible.
What is Probate?
When a person dies his or her money, property and possessions must be organised. This includes identifying what the estate assets are, discharging any outstanding debts or expenses and distributing the remainder to the people legally entitled to it.
Where the deceased has a made will, it will be the duty of the executors named in the will to administer the estate. When someone dies intestate (i.e. without making a will) the intestacy rules set out who can act as administrator and how the deceased's assets must be distributed.
Probate is the court's authority given to administer a deceased's estate. A document called Grant of Representation is issued by the Probate Service and this document will be required by the asset holders e.g. bank, as evidence of a person’s entitlement to deal with the deceased’s assets.
How we can help you?
We have a dedicated team that can help you with all aspects of probate, trusts and management in a sensitive and professional manner at what is a difficult time. Our probate service is tailored to the individual needs of each client. Headed by Peter Brogan, our approachable team can help you with:
- Will writing
- Tax planning
- Lasting Powers of Attorney and Living Wills
- Residential/care home issues
- Succession planning for your businesses
- Advice on trusts: creation and implementation
- Trust Administration
- Administration of estates
- The terms of the Will or the implications of the intestacy rules
- The duties of the Personal Representatives
- The procedure for obtaining the Grant of Representation
- Inheritance tax, capital gains tax and correspondence with HM Revenue & Customs
- Collection of assets and payment of liabilities and expenses
- Distributions to and the drawing up of estate accounts for the beneficiaries