Probate & Estate Administration

We specialise in helping executors and administrators administer estates.

Our work includes obtaining the Grant of Probate or Letters of Administration, collecting and dealing with assets, paying debts and liabilities, dealing with beneficiaries and distributing the estate.

We act for the people administering estates. We do not act for beneficiaries or other parties who want to bring a claim or dispute against an executor or administrator.

If a dispute arises in an estate that we are already administering for you, we can advise you on your position and, where appropriate, deal with the matter on your behalf.

In Helping clients to Administer Estate we will need the following information

The following details regarding each executor or Administer:- 

  • Name and Address 

  • Phone Number 

  • Relationship to the Deceased 

  • Occupation 

  • PPS number 

Assets, these may include:- 

  • House 

  • Land 

  • Car  

  • Household goods 

  • Business or investment property 

  • Shares 

  • Bank accounts 

  • Credit union accounts (may be subject to nomination) 

  • Post Office 

  • Prize Bonds 

  • Pension Scheme Benefits 

  • Life assurance (May be subject to nomination) 

  • Details will be needed of which assets (if any) were held in joint names 

  • Details of Foreign assets 

The Deceased’s personal details:- 

  • Name and Address 

  • Date of Death 

  • Date of Birth 

  • Age at Death 

  • Place of Death 

  • Occupation 

  • PPS Number 

  • Martial status at time of death and marital history 

  • Tax Domicile and Residence history 

Details of Surviving relative  

Details regarding the Will (if any) 

  • Did the Deceased leave a Will 

  • Location of Will 

  • Will all Executors act 

  • Date of the Will 

  • Is there any issue with capacity of testator 

  • Is their proper execution of the Will 

A person administering an estate under a Will is an Executor. Otherwise the person administering is an Administrator. 

Debts of the Estate, these may include:- 

  • Funeral Director 

  • Other Funeral Expenses 

  • Pre-death bills 

  • Pension overpayment 

  • Nursing Home Support Scheme 

The following details regarding each Beneficiary: 

  • Name and Address 

  • PPS number 

  • Relationship to the Deceased 

  • Legacy/Share of Estate 

  • Details of previous gifts/inheritances 

Consideration will need to be given of Tax (if any) payable