Services Included

The type of work that will be undertaken during an estates administration is listed below:

1. Extensive interview with you to advise on the terms of the deceased’s will/intestacy provisions and to discuss the duties and powers as personal representatives.
2. Immediate practical measures such as registering the death, arranging the funeral and securing the property (if necessary).
3. Obtaining valuations of the estate assets and liabilities.
4. Making enquiries and obtaining full details regarding the deceased’s pension and lifetime gifts.
5. Consider and calculating (where applicable) any liability in respect of Inheritance Tax or Capital Gains Tax.
6. Draft application for Probate or Letters of Administration and supporting oath(s). Discuss these documents with the personal representatives and arrange for signing. File the documentation with the relevant Probate Registry.
7. Liaise with all relevant organisations to collect in assets and settle all outstanding liabilities.
8. Advertising for creditors if appropriate.
9. Settlement of the deceased’s income tax and/or capital gains tax position to date of death.
10. Liaising with beneficiaries regarding payment of legacies and/or interim distributions to legatees and/or residuary beneficiaries.
11. Preparation of Estate Accounts detailing transactions in the administration of the estate.
12. Settlement of the deceased’s income tax and/or capital gains tax position for the administration period (ie date of death to completion of the administration of the estate).
13. Report to Trustees and beneficiaries throughout the administration of the Estate and at its conclusion.