Estate Planning & Probate

At a time when you are dealing with the death of a loved one, it can be daunting to mange your legal responsibilities especially if you have been named as an executor in their will.

 

We can help you through this difficult time by providing as much or as little support as you need. We will always be sensitive to your needs and will treat your legal and financial affairs discreetly.

Applying for Probate

Probate and estate administration can be a complicated and lengthy procedure to complete. Whether you choose to carry out the probate and administration process yourself, or you instruct us to do the work for you, the application for probate is still the same and involves:

  • Finding the Will and codicils, if applicable
  • Valuing the Estate
  • Calculating the Inheritance Tax and preparing the necessary forms
  • Applying for the grant of representation
  • Administering the estate
  • Preparing the estate accounts
  • Distributing the assets to the beneficiaries of the estate.

Why us?

We are licensed practitioners for probate related work and specialists in all aspects of taxation, accounts and estate administration.

Knowledgeable

If the deceased is a client of ours, we are likely to have all the necessary financial information and a personal understanding of the circumstances to make the process as smooth as possible, If they are note a client, we can still deal with the probate application should their existing accountant, if applicable, not be licensed to do this work.

Efficiency

As specialists we’re used to gathering and calculating financial and tax related information therefore speeding the process up for you and keeping the costs down leaving more for the beneficiaries.

Cost

We are competitively priced and are happy to give you a quote based on the volume and complexity of the work which needs to be carried out.


Contact us

For more information on how we can help you please contact 01733421909 or email us at bdepp@bulleydavey.co.uk.