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PROBATE & ESTATE ADMINISTRATION

Dealing with the death of a loved one can be a difficult and stressful time and this is recognised by our experienced and sensitive Private Client Team. We regularly act both as professional Executors and advise lay Executors as to their roles and responsibilities in the administration of an estate. Acting as an Executor can be a burdensome and lengthy task but we can provide guidance through the administration, from beginning to end.

We also provide costs estimates from the outset of the matter and can provide advice on Inheritance Tax, Capital Gains Tax and Income Tax liabilities, as required.

Examples Of Our Experience: Estate Administration

We acted for the family of an elderly couple who were found to have passed away virtually at the same time as one another. The circumstances of their deaths, and therefore how their respective estates would devolve, was unclear. We advised the family on the inquest process and in respect of the resulting administration of the estates and probate procedures, locating a will for the gentleman and verifying the intestacy of his wife. We duly administered both estates, located heirs under the will and intestacy, and distributed the residue accordingly.

What is involved?

As part of the Probate Administration process, we will

  • identify the legally appointed executors or administrators and beneficiaries;
  • identify the type of Probate application you will require;
  • obtain the relevant documents required to make the application;
  • complete the Probate Application;
  • draft a Statement of Truth for you to sign;
  • make the application to the Probate Court on your behalf;
  • obtain the Grant of Probate; and
  • collect in and distribute the estate assets.

How long will this take?

In the case of a straightforward Probate Administration, the time taken is likely to range between six and nine months (not including the sale of a house).   Typically, obtaining the Grant of Probate takes three to four months.  Collecting assets then follows, which can take between one to three months.  Once this has been done, we can distribute the assets which normally takes two to four months.  This assumes that you provide information to us on a timely basis, that information is accurate and there is no delay outside of our control (for example, with the courts).

KEY CONTACTS

Carol Morris

Carol Morris

Partner

"At all times it was clear that Carol was acting in my interests which was very reassuring"

Richard Mullings

Richard Mullings

Consultant

"It is not often that you can say you are completely happy with the service provided, but this is one…

Nicholas Parsons

Nicholas Parsons

Head of Private Client & Agriculture

"I was dealt with in a professional, courteous, but also friendly manner. Everything was explained clearly"

Kate Nairn

Kate Nairn

Associate and Fellow of the Chartered Institute of Legal Executives

"Kate is easy to talk to, sympathetic, knowledgeable and gives good easy to understand advice and answers to difficult questions…

Elizabeth Stilwell

Elizabeth Stilwell

Partner

“I was very impressed with your efficiency and delighted to deal with you”

Robina Pighills

Robina Pighills

Solicitor

"Once again thank you so much for all your sound and valued advice"

Ashley Wood

Ashley Wood

Solicitor

"Your advice has been very clear and made this difficult time a lot easier for me"

Michael Scott

Michael Scott

Solicitor

"Sympathetic, professional attitude to Client"

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