Estate Administration

This complements our Probate service allowing us to manage the whole process of dealing with the affairs of a deceased individual. This might be as support for the Executors named in the Will, or you may wish to include us as Professional Executors in your Will.

Every Estate is different, but generally the steps involved in applying for Probate and subsequently administering the Estate include:

  • Registering the death and securing property
  • Establishing the value of the Estate
  • Preparing the Inheritance Tax Forms
  • Calculating and reporting any Income Tax and Capital Gains Tax up to the death and, if required, for the period of administration
  • Applying for the Grant of Probate
  • Collecting the assets and advising the executors of any tax implications associated with disposing of and distributing specific assets.
  • Discharging the debts
  • Distributing the assets to the Beneficiaries and providing the final Estate accounts

Please contact us if you would like to know more about our Estate Administration service.