For this package, we would prepare the necessary documents in order to obtain the Grant and you would provide us with all of the information required. In this scenario you would pull together all information regarding assets and liabilities in the estate, inform all relevant authorities such as utility companies and banks and make sure that all assets are kept secure and insured.
We will use the information that you provide to prepare the Inheritance Tax return and apply to the Probate Registry for the Grant of Representation. Once the Grant is received, we will pass this to you to finalise the administration. This will involve you collecting all assets, paying any liabilities, preparing estate administration accounts and tax returns before distributing the estate amongst the beneficiaries.
Full Estate Administration
Estate administration can be complex and time consuming. In what is already an emotional and difficult time, dealing with a loved one’s estate can become difficult to manage alongside, work, other family commitments and the grieving process. Our full service estate administration service aims to take this element away from you so you can focus on other things in the knowledge that the process is being managed by an experienced professional. In the initial meeting with one of our team, you would simply need to hand over all relevant documentation you have available such as bills, bank statements and details of assets and liabilities and we will do the rest. Your job as executor would then be greatly reduced as the administration would be fully managed by your solicitor although we would keep you informed as to progress and any issues that you need to be aware of throughout.