Estate Administration
We can assist where a grant of probate is required, and handle the process of dealing with property, money and possessions of someone who has passed away with ease.
Once confirmed, the possessions of the deceased can then be legally passed on to those who are authorised to receive them.
Our Service
Grant of Probate only:
To obtain a grant of probate, Heritage Estate Planning can handle the entire process for you, with ease and understanding. We will correspond with the Probate Registry, complete an inheritance tax return, and secure an Oath for Executors. Once the grant is issued and received, you will be able to manage all the remaining aspects of estate administration yourself.
Full Estate Administration:
As well as obtaining the Grant of Probate, our expert team will deal with the whole process from start to finish to provide complete peace of mind that your Executor duties have been fully completed with no future liability. See our simple process outlined below.
Identity and Tax
Once the will is deemed valid, the first stage is to identify all of the assets belonging to the deceased and all of their liabilities, including the issue of Inheritance Tax to HMRC if applicable. This process involves looking at property, possession, bills and loans.
Stage 2
Preparation
Once the grant of representation has been issued by the Probate Registry and all final matters are resolved (such as liabilities, administration costs and issues) then the estate accounts can be settled. The remaining funds will be redistributed to beneficiaries. These will be approved by the executor identified in the will for approval.
Stage 3
Finalising
If all the previous steps are completed and there are no challenges to the will, we will proceed with distributing the final assets to the rightful recipients.
Let Us Take Care Of It
If you would like us to deal with the entire process on your behalf, we can:
- Notify financial institutions and calculate liabilities
- Complete a valuation of the estate
- Optional remote will service
- Submit Inheritance Tax and Oath of Executors to obtain grant of probate
- Ensure that after the property sale (where applicable) all final utility bills, inheritance tax and liabilities are settled
- Complete final Estate Accounts for the executors to approve and make final distributions to the beneficiaries
Need help with Estate Administration or applying for Probate? Let’s get it sorted!
Legal matters, such as determining whether you need to apply for probate, can be complicated. However, Heritage Estate Planning can take the stress out of the process and help you to get exactly what you need. Get in touch with us today for more information and a free, no-obligation consultation. Our expert team can offer you support and peace of mind by dealing with some or all of the process on your behalf.
Ready to get started?
It all starts with an informal chat, when do you want to get in touch?
