trusts

Wills Probate + Tax Planning

Probate + Estates

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If you have lost a loved one and are wondering where to turn to for help with probate + estates then speak to one of our experienced and friendly team.

How we can help at a difficult time

Whether your loved one died with or without making a Will, we can help guide you through the process of administering the estate. Our team are experienced in dealing with estates and will guide you through the process with an empathetic and personal approach.

A brief overview of the process

  1. We meet face-to-face to discuss the estate and we are always amenable to further meetings where necessary.
  2. The initial discussion will be to establish whether a Grant of Probate (where there is a Will) or Letters of Administration (where no Will has been written) is required in order to claim the assets held.
  3. Assets are then valued in order to prepare the relevant Inheritance Tax form and application to the Probate Registry.
  4. Once the Grant of Probate or Letters of Administration is obtained the assets can be realised.
  5. Estate accounts are prepared and presented to the beneficiaries prior to the final distribution of the estate.

We agree costs with you right at the very outset so that you know exactly where you stand. For further information on costs please visit our Probate + Estates Costs page. 

For information on making a will please click here. 

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