Complex estates can be difficult and time consuming to deal with, coming at a time when you need space to grieve.

Our Probate team here are Jordans Solicitors can help with all legal aspects after someone dies. If you are the Executor and it is proving too much for you, please talk to us as we can help share the burden.

The following provides a simplified overview of the process that we can assist you with:

Practical Arrangements: Trace the last Will (if there is one). Identify the person legally responsible for sorting everything out (the Executor). Register the death and arrange the funeral.

Value the Estate: Contact everyone connected to the estate to ensure all money, property and possessions are traced and then valued. Identify any debts, bills and loans which need to be repaid.

Pay Inheritance Tax: Complete the inheritance tax return forms and calculate the tax due using all allowances. The first tax payment must be made within six months of the date of death.

Appointment by Probate Court: Apply to the Court for a grant giving authority to represent the Estate.

Collect in Assets: Collect in all the investments, money due, possessions and property. All items, including specific bequests, need to be valued. Deal with any legal challenges.

Estate Accounts and Final Distribution: Prepare the official Estate accounts. With everything approved, make the final payments to those benefiting from the estate and get closure letters from HMRC.

Contact our team today 01302 365 374.