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Estate Administration

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Estate Administration

If you are dealing with the estate of a loved one (whether there was a Will or not) you are likely to be faced with a raft of unfamiliar issues. We are here to help you through each step. We can tailor our services to your needs e.g. deal with the entire job from start to finish or just obtain the Grant for you and deal with the tax formalities if that is preferred.

Whether it be about valuing the assets, preparing the application for the probate registry, completing the inheritance tax return, paying debts and taxes, dealing with beneficiaries and collecting assets we will guide you through what needs to be done. It matters not if the estate is simple or complex; we have decades of experience in dealing with a huge range of cases.

We understand very well that this is an emotional time and we always take the utmost care to look after you in a sensitive and caring manner.

Our fixed fee Estate Administration and Probate services include (but are not restricted to):-

  • Investigation and valuing the estate
  • Dealing with tax formalities re income tax, capital gains tax and inheritance ta
  • Applying for the Grant
  • Advising on and dealing with any trusts
  • Selling or transferring property
  • Collecting and administering assets (and in a tax efficient way)
  • Paying creditors and beneficiaries
  • Preparing full accounts showing all monies received into and paid out of the estate.

Estate Administration at legalmatters

Your Questions, Answered

These are a few of the key questions we get asked about Estate Administration

What is Probate? What is a Grant of Probate?

The term ‘probate’ is often used to refer to the entire process of administering an estate of someone who has passed away. The person may or may not have left a Will and different terminology is used for different circumstances.

The process of dealing with an estate involves assessing what is owned and owed at the date of death, completing formalities with the probate registry and HMRC, collecting in assets, paying off debts and expenses distributing what is left in accordance with the Will (if there is one) or set legal rules (where there is no Will).

A Grant of Probate is court order that gives authority to the right people to deal with the deceased’s assets. Without a Grant of Probate, you won’t be able to access any of the deceased’s assets or sell their property.

What is an Executor and what do they have to do?

An executor is the person named in a Will as having the responsibility to deal with the estate of the person who has died.

Executors have all sorts of responsibilities, primarily to those left monies in the Will as well as to official organisations such as the probate registry and HMRC.

Executors may be family members or friends or perhaps a professional.

How does the process work?

Wills and estates comes in all different shapes and sizes. The process therefore depends on various factors such as:

  • Whether there is a Will
  • How many asserts were owned and debts were owed at the date of death
  • The value of the estate (e.g. inheritance tax may be payable)
  • The nature of assets left (e.g. foreign assets, business interests and agricultural property)
  • Whether there are any disputes in the family or about the Will

Regardless, the basis processes are to:

  • Investigate and value the estate
  • Deal with tax formalities re income tax, capital gains tax and inheritance tax
  • Apply for a Grant
  • Advise on and dealing with any trusts
  • Sell or transfer property
  • Collect and administer assets (and in a tax efficient way)
  • Pay creditors and beneficiaries
  • Prepare full accounts showing all monies received into and paid out of the estate.

How long does the process take?

Because there is no ‘one size fits all’, the length of time taken depends on the size, nature and complexity of what needs to be done.

A ‘typical’ estate can often take 9 months to a year to complete. It can be longer if for instance there is inheritance tax to pay, if there are disputed within the family or if a property takes a long time to sell.

We know that this can be a stressful time and we will work hard to ensure that everything is completed as soon as possible. Why not read our client reviews to see what people say about us?

What is intestacy?

Intestacy’ is the legal term for the process when someone dies without leaving a valid Will. In that case, legal rules dictate (a) who is entitled to deal with the estate and (b) who inherits the estate.

Intestacy can be complicated e.g. if we need to ascertain a family tree and often professional tracing companies are involved.

The person who deals with an intestacy is called the ‘administrator’ and they need to apply for a ‘Grant of Representation’. A Grant of Representation is a court order that gives authority to the right people to deal with the deceased’s assets. Without a Grant of Representation, you won’t be able to access any of the deceased’s assets or sell their property.

How much does probate cost?

We offer competitive, fixed fees for all of our clients. You may ask us to deal with the full administration of an estate from start to finish or you may ask us simply to obtain the Grant for you and perhaps deal with tax formalities.

Either way, we can support you in whichever way you prefer. Click here to read more about our costs for the different services on offer.

All legal costs and expenses are payable out of the estate of the person who has died.

As well as legal costs, there will typically be some expenses to be paid from the estate of the person who has died. This typically includes:

  • Grant application fee – approximately £160
  • Fee & VAT for copy of land registry documents £7.20
  • Bankruptcy search fees – £10

Other expenses may be payable and we can talk you through this in detail when we know more about the estate.

Want To Know More?

Get in touch

Call Us On:

01243 444444

Send An Email To:

info@legalmatters.co.uk

Visit Us At:

The Byre, Hills Barns, Appledram Lane South, Chichester PO20 7EG

Our Others Services

Estate Administration/Probate

Key Contacts for Estate Administration/Probate

Karen Powell
Head of Estate Administration
karen.powell@legalmatters.co.uk
01243216322 (ext. 214)

Karen Barlow
Solicitor, Estate Administration and Client
karen.barlow@legalmatters.co.uk
01243216324 (ext. 216)

If you would rather speak to our directly right away, please use the details below.

Phone: 01243 216900

Mail: info@legalmatters.co.uk

The Byre, Hills Barns, Appledram Lane South, Chichester PO20 7EG



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