Applying for a grant of probate or letters of administration
We establish the correct application and prepare the papers needed to obtain authority to deal with the estate.
Read more →Steady guidance through probate and estate administration.
When someone dies, we help personal representatives understand their responsibilities and move through the work in a manageable order.
How we can help
Clear advice shaped around your circumstances.
We can assist with obtaining a grant only or with the wider administration of an estate, including collecting assets, paying liabilities, preparing accounts and distributing the estate.
Areas of support
What we can help with.
Advice where there is no valid will
Guidance on the intestacy rules, who may apply and how the estate should be administered.
Read more →Inheritance tax forms and probate applications
Careful preparation of estate information, tax documentation and the application for the grant.
Collecting or transferring estate assets
Support with closing accounts, transferring investments and dealing with property and other assets.
Paying debts, legacies and administration expenses
An orderly approach to liabilities and gifts before the remaining estate is distributed.
Preparing estate accounts and distributing the balance
Clear final accounts for the personal representatives and beneficiaries before completing distribution.
What to expect
- We identify the valid will, executors or personal representatives and the type of application required.
- Assets, liabilities and relevant lifetime gifts are established.
- Tax forms and the application for the grant are prepared and submitted.
- After the grant, assets are collected or transferred and liabilities are settled.
- Estate accounts are approved before the remaining estate is distributed.
Common questions
Do I always need probate?
Not always. It depends on the assets, how they were owned and the requirements of the organisations holding them.
How long does administration take?
The timetable depends on the estate’s assets, tax position, beneficiaries and any property sale or dispute. We will explain the likely stages for the particular estate.
Can you obtain only the grant?
A grant-only service may be suitable where the personal representatives have gathered the financial information and intend to administer the estate themselves.