Probate & Administration of Estates   

We can give sound, professional advice on all aspects of 'probate' and the administration of estates.

Probate is the process of proving that a will is valid and that the Executors are the persons entitled to deal with the assets of the deceased. A Grant of Probate will usually be required where the deceased had assets of over £5,000. If the deceased died without leaving a will (intestate), a similar document, known as a Grant of Letters of Administration will usually be required.

We can help you:

• Identify the assets and liabilities of the estate
• Obtain valuations of assets
• Notify the beneficiaries named in the will/on intestacy
• Complete the income tax return to the date of death
• Calculate whether any Inheritance Tax is due from the estate
• Complete the application for the Grant
• Register the Grant and collect in the moneys owed to the estate
• Pay any outstanding liabilities
• Pay any legacies
• Distribute the estate in accordance with the terms of the Will or on intestacy.
• Prepare estate accounts

For further advice, please contact Barbara Stephens or Sarah Shaw on 01904 625327.

Email: brs@hethertons.co.uk or sjs@hethertons.co.uk