Where there is a will
Confirming the valid will, executors, gifts and the instructions that govern administration.
Bring the work of an estate into a clear order.
Support for executors and administrators, including estates where there is no valid will.
How we can help
Advice shaped around the situation in front of you.
We help personal representatives identify their authority, gather the estate information, deal with tax and the grant, settle liabilities and distribute the balance correctly.
Where there is no will
Applying the intestacy rules to identify who may administer and who inherits.
Full administration
Collecting assets, paying liabilities and legacies, preparing accounts and completing distribution.
The process
A clear route from first conversation to next step.
- Identify the personal representatives and basis of their authority.
- Establish assets, liabilities, lifetime gifts and the tax position.
- Prepare the grant application and supporting information.
- Administer the assets, approve estate accounts and distribute safely.
The right approach depends on the facts, documents and any deadline. We will explain the scope and likely cost before substantive work begins.