Administration
We understand that acting as a Personal Representative and administering an estate when someone has died can be an extremely emotional and testing time particularly when it involves the estate of a close family member or friend.
The process can take a long time and you are likely to be faced with issues that are unfamiliar and complex to deal with.
Administering an estate involves many different stages, ranging from registering the death, organising the funeral, obtaining the Grant of Representation (probate), calculating the correct Inheritance Tax liability and paying the same and ultimately distributing the estate to the correct beneficiaries. There are many areas that could trip executors up not to mention the difficulties that can arise between grieving family members.
With family structures and personal and business affairs now more complex, you will need access to advisers who can handle the administrative process on your behalf and ensure that the final wishes of the deceased are carried out.
When a loved one dies, you’ll want to focus on family and friends above all else. We can help to support you through the complex process of obtaining probate to free your time up for what you consider more important. We can draft the necessary legal documentation, collect in and encash the assets and pay liabilities such as tax liabilities arising both during and after the death of your loved one.
If there is no Will in place, administrators of an estate can feel at a loss with who should get what and when. By default, the intestacy rules will apply, and we will help you to process the estate correctly and distribute assets to the right people. This process includes deciphering who is entitled to what and this can be a particularly complex process, which may involve advising on statutory trusts, instructing genealogists or obtaining specialist insurance when those people cannot be found.
In addition to handling the administration process itself, you may encounter difficulties from disappointed family members or friends who may believe they are entitled to a share of the estate. With the appropriate input from our experience in probate, we can help you to understand your options to handle the situation as Personal Representative.
Our approach
Unravelling the complex process of administering an estate requires advisers that are empathetic, pragmatic and alert to the wider fiscal and legal implications resulting from a death. We provide a number of different services to suit your needs but all combine the correct advice with the sensitivity needed to support you through a difficult time.
The way we help you
At a time when being around your nearest and dearest is a top priority – we can come to you. We do our utmost to remove some of the stresses associated with administering an estate and if being in the comfort of your own home is what you need, we ensure that we are there to help – no matter when and how long you need us.
Call us today on 0121 558 7691 to speak to us – or fill out our online form and we’ll call you back.