Have you suffered a bereavement?
Dealing with someone’s affairs when they die can be complicated and confusing, especially at a difficult and emotional time.
Whether you need some advice on what steps you need to take in order to deal with the estate of a loved one or you are looking for someone to carry out services on your behalf, whatever your circumstances we have the right answers and solutions for you. We offer Fixed Fee Probate Services. This means we will agree the cost upfront and there will be no hidden surprises.
Why should I use professionals?
‘I was named executor of my Dad’s Will but when my father died, I realised that I didn’t actually know what to do. Claudine was friendly and easy to deal with. She explained everything in plain English and came to our house to obtain the paperwork that was needed. She was caring and friendly and kept me updated as our case progressed. It was a weight off my mind to know everything was being taken care of.’
The Spencer family – Cotgrave
When a loved one dies, the intensity of feelings can be overwhelming.
Having a clear head to be able to focus on the practical tasks that need to take place following death can leave many family members who have been appointed as executors with too much to deal with in reality.
Family relationships can become strained and the benefit of having a neutral third party can help to reduce conflict and pressure.
I can provide a professional Probate service to you directly in the comfort of your own home.
What tasks does an Executor carry out?
An Executor is a person who is appointed in the deceased’s Will to deal with the administration of their estate after their death. It is an Executor’s responsibility to:
- determine what property and other assets the deceased owned, as well as their liabilities (money owed to others)
- arrange for current valuations of personal possessions, property, investments, any pension or insurance entitlements due and also any debts and bills
- arrange for the payment of the funeral
- establish Income Tax, Capital Gains Tax and Inheritance Tax liabilities and complete the necessary tax returns to submit to the Revenue
- complete and submit the necessary Probate Registry forms
- arrange the clearance and sale of property
- collect assets and pay any debts
- arrange for the distribution of legacies and gifts to the beneficiaries
- compile detailed accounts to give to the main beneficiaries
- in the case of minor children being beneficiaries, the executor may be required to act as trustee for children until they reach 18
This can be a complicated and time consuming process. Executors are personally and financially liable so getting it right is very important!
Employing a professional can also avoid conflict between family members and ensure that your wishes are carried out correctly.
Our Probate service is available to you at any of the following stages:
- When making a Will – you can nominate us in advance to act for you.
- If you have been appointed as Executor
- If a friend or a loved one has died without a Will (intestacy)
