Compassionate, expert estate administration

Dealing with the estate of a loved one can be overwhelming, particularly when you are also managing your own grief. Our experienced team can support you with every aspect of the process, providing reassurance at every stage.

Compassionate, expert estate administration

Dealing with the estate of a loved one can be overwhelming, particularly when you are also managing your own grief. The probate process involves a significant amount of paperwork, legal requirements, and communication with banks, HMRC, and other institutions.

Our experienced team can support you with every aspect of the process, providing you with reassurance at every stage to ensure the estate is administered correctly and efficiently. Dealing with an estate can feel overwhelming when there are various aspects to deal with such as:

Applications for Grant of Probate or Letters of Administration
HMRC inheritance tax returns
Asset collection and debt settlement
Asset location
Identification of beneficiaries
Estate accounts
Trust enactments
Property transfers
Final distribution of assets
An older couple reviewing their estate planning documents together

How we administer an estate

01

Free Initial Assessment

We review the estate and provide a clear, transparent quote with no hidden fees.

02

Technical Guidance and Support

We provide guidance on interpreting the will, IHT reporting requirements, asset location and payment of liabilities.

03

Apply for Grant of Probate

We support the executor with the grant application process.

04

Distribution of the Estate

Once all debts and taxes are paid, the executors are able to distribute the remaining estate to the beneficiaries as directed by the will.

Our Probate Assistance Service

Our Probate Assistance Service is designed to support executors through the process of applying for a Grant of Probate or Letters of Administration. Your dedicated Probate Case Manager will guide you through each stage of the application, helping you gather the necessary information, support you to prepare the required documentation and navigate the probate process with confidence.

Where an estate requires full administration, including the collection and distribution of assets, settlement of liabilities or other reserved legal activities, we work in partnership with a regulated legal services provider who can undertake the estate administration on your behalf. This ensures you receive the appropriate level of support while maintaining the highest professional and regulatory standards throughout the administration of the estate.

Probate Questions Answered

Probate is the legal process of administering a deceased person's estate. It involves applying for a Grant of Probate (or Letters of Administration if there is no will), collecting the deceased's assets, paying any debts and taxes, and distributing the estate to the beneficiaries.

Need help with probate?

Contact us for a free, no-obligation assessment. We will explain exactly what is involved and provide a clear, transparent quote.