Service Information

  • Initial conversation with you;
  • Arrange a half hour complimentary meeting to discuss the estate and see what is involved;
  • Send you a proposal of service and quote of our fees, and complete administrative paperwork for you to sign;
  • Ask you to provide us with a copy of the deceased’s Will and death certificate;
  • Open a dedicated estate bank account;
  • Start to gather the deceased’s paperwork for investments, assets and property;
  • Contact the various organisations to register the death and get monetary balances for probate;
  • Arrange for any valuations needed to be carried out by a professional;
  • Calculate the value of the estate and consider any reliefs that may be available;
  • Notify you of any inheritance tax that may be due and how to pay;
  • Prepare the relevant papers and forms for the application for probate;
  • Arrange a meeting with you to go through the application and obtain signatures;
  • Submit the application and associated papers to HMRC and the Probate Registry;
  • Once probate is received, contact the various organisations to register the grant and begin gathering in the monies for the estate;
  • Look to pay any legacies and distribute the estate to beneficiaries per the Will or rules of intestacy;
  • Prepare estate accounts.