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Browell Smith & Co Wills & Trusts

Estate Administration

For Yesterday, Today and Tomorrow

Estate Administration Services

Dealing with the death of a loved one is a daunting prospect, particularly when there are complicated legal affairs to be considered.

Often the last thing you want to be doing after the death of someone close is to be sorting out paperwork and negotiating your way through complex communications and legal demands.

At Browell Smith & Co we known only too well the difficulties and challenges involved in this area of law.

We have a wealth of experience in dealing with the legal formalities involved and our specialist legal advisers can give you free advice to help you move forward.

As dedicated probate solicitors we can ensure your loved one’s estate is dealt with efficiently and professionally, giving you peace of mind that all formalities are complied with and all legal requirements are met.

We offer a professional personal service helping to ease the burden, ensuring you are informed of progress every step of the way.

Estate administration can be confusing, but at Browell Smith & Co, our team of legal experts can help guide you through the process. Below is a list of the actions we can take for you:

Explain the terms of the Will (including any Trusts) or how the Rules of Intestacy apply to the estate (where there is no Will). Personal Representatives can be held personally liable to creditors and beneficiaries for any mistakes they make in administering the estate so it is important to understand your duties.

• Correspond with all relevant financial institutions and organisations notifying them of the death.

• Respond to all correspondence received and meet each organisations requirements

• Identify and value all of the assets and liabilities of the estate

• Identify beneficiaries in cases of Intestacy

• Notify beneficiaries of their entitlement

• Keep Personal Representatives informed of progress

• Place statutory notices to manage claims against the estate and to limit the personal representative’s liability to creditors

• Prepare and complete all necessary documents and inheritance tax forms to apply for a Grant of Representation

• Pay Inheritance Tax or arrange an Inheritance Tax loan enabling a Grant to be issued

• Apply to the Probate Registry for a Grant of Representation

• Gather in the assets of the estate e.g. close bank accounts, cash in life policies and national savings investments

• Arrange for the sale or transfer of any assets of the estate e.g. house, shares or investments

• Finalise the Income Tax and Capital Gains Tax position of the estate up to the date of death and during the administration period

• Settle all estate liabilities from estate funds in the appropriate order

• Prepare estate accounts

• Carry out bankruptcy searches

• Accurately distribute the estate according to the Will or the rules of Intestacy

• Set-up and register any Trusts created by the Will or intestacy

Whatever your concerns, we have specialist advisers on hand to guide you through all your personal affairs, ensuring that you experience a thoroughly professional, confidential and sympathetic service.

Get in touch for assistance with Estate Administration

Browells Solicitors Ashington Branch

Call Office

0800 107 3000

Email Office

Full details

Browells Solicitors Cramlington Branch

Call Office

0800 107 3000

Email Office

Full details

Browells Solicitors Newcastle Branch

Call Office

0800 107 3000

Email Office

Full details

Browells Solicitors Sunderland Branch

Call Office

0800 107 3000

Email Office

Full details

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