At a time when you are dealing with the death of a loved one, it can be daunting to manage 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.
We are licensed practitioners for probate related work and specialists in all aspects of taxation, accounts and estate administration.
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 not a client, we can still deal with the probate application should their existing accountant, if applicable, not be licensed to do this work.
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.
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.
For more information on how we can help you please contact 01733421909 or email us at firstname.lastname@example.org.
Our Estate Planning and Probate service is provided by Bulley Davey Wills and Probate Limited, registered in England and Wales company number 11210542. Registered office: Peterborough.
We are licensed by the Institute of Chartered Accountants in England and Wales (ICAEW) to carry out the reserved legal activity of non-contentious probate in England and Wales.
A summary of the data held about the diversity of the team involved in our Estate Planning and Probate service is available here.