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Probate and Estate Administration

We can give you the legal advice and assistance you need to deal with a loved one’s legal and tax affairs after they have passed away.

Taking on the role of administering an estate is a duty not to be taken lightly. Thankfully, we’re here to guide you through each stage of the legal process. We promise to ensure that the job is done correctly.

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Responsibility for probate and administration

When a person dies, the assets that they leave (their estate) has to be dealt with. The responsibility for this rests with either the executors (where the deceased has made a will), or the administrators (if no will was made).

However, despite having different titles, the responsibilities of executors and administrators are similar. Both carry significant legal responsibility. Importantly, those dealing with the estate are accountable to the beneficiaries, any creditors and HM Revenue & Customs.

If an administrator or executor does not do their job properly, they may be personally liable for any losses suffered by the beneficiary or any unpaid debts.

How can we help?

Our solicitors can guide you through what can be a daunting process. We have many years of experience and can advise you as to exactly what your duties are. Furthermore, we can:

  • Complete the necessary Inheritance Tax Forms.
  • Assist with the application for the Grant of Representation (called a Grant of Probate where there is a will and Grant of Letters of Administration where there isn’t).
  • Ensure that proper steps are taken to identify creditors through publishing legal notices.
  • Close the deceased’s bank account.
  • Arrange for the sale/transfer of assets.
  • Distribute the money to the beneficiaries.
  • Ensure that the tax position of the deceased is up to date and that any overpaid income tax is reclaimed.
  • Prepare final estate accounts.
  • If required, we can prepare a Deed of Variation to vary how an estate is distributed.

WHAT OUR

clients say

Thank you for your time, efforts, and advice over the last six months or so in guiding us through the complexities of administering the estate in accordance with Miss D’s wishes.

YOUR

Key contacts

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Darcey Herod
Trainee Solicitor
Amy Bird
Wills & Probate Solicitor
Vicky Delaney
Legal Assistant
Sophie Wilcox
Wills & Probate Solicitor
India Hill
Paralegal
Rosie Lewis
Legal Assistant
Olivia Polding
Legal Assistant
Sarah Ayliffe
Head of Wills and Probate and Associate Director
Danielle Williams
Private Client Solicitor
Clare Shields
Senior Associate Wills & Probate Solicitor
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