Simply put, probate is part of the estate administration process (dealing with a person’s legal and tax affairs after they’ve died).
Every estate is different, but there are various stages of the process which are required in most cases.
What could be involved?
Banks, HMRC, the Department for Work and Pensions, creditors and other financial institutions will be contacted. It will be made known
someone is acting on your behalf date-of-death valuations will be requested.
Preparing tax forms and applying for the Grant
Relevant tax forms will be prepared (including Inheritance tax considerations) and a grant of probate requested on your behalf.
There will be no need for you to visit a probate registry and any liability will be taken on.
Selling and transferring assets
Shares and other assets within the UK and overseas can be sold. If there are any assets to be transferred to beneficiaries, this will be
If there are sufficient funds, the deceased's debts will be paid and interim distributions to other beneficiaries can be made
and "Specific legacies" - specific sums of money or assets mentioned in the Will may be settled.
After valuing the property, the property will be sold or transfered to beneficiaries. This process will involve liaising with estate
agents and the buyers' solicitors.
Producing estate accounts
Full and final estate accounts will be produced and sent to all the beneficiaries.
What clients say
"Ian was very professional and dealt with things in a timely manner".
Mrs S Slade
"A kind, professional and reliable service. I would recommend to all. Thank you !".
Mrs C Hughes
"Professional,friendly and reliable service with no hidden costs. Would definitely recommend. Thanks"
Mr R Evans
"Thank you for your excellent work in this matter."
Mrs C Smith
"Ian, thank you we would not hesitate in recommending you to family and friends".