Estate Administration

At Clarke & Son, we provide a caring approach to guide you through the process of Estate Administration. We offer a free consultation and a fixed fee service for your peace of mind. 

It’s a really sad and distressing time when someone you care about dies. Here at Clarke and Son, we offer a free initial consultation to talk you through to process of estate administration.

The Wills and Estate Planning Team includes Solicitors who are up to 20 years + qualified, Legal Executives and support staff.  We have members of Solicitors for the Elderly (SFE), Society of Trust and Estate Practitioners (STEP) and Probate Section of the Law Society.

We can also give you some practical information e.g. how to register a death; how to organize a funeral; tax advice; property ownership advice and so on. Each individual is different and each estate administration is different and we want to provide a caring approach to suit the needs of each client.

Some clients feel it is very important to be involved in the administration as it is very cathartic and part of the grieving process. Others want us to take total control and deal with everything that is required and keep the whole process simple and straightforward.

Free Initial Consultation

We offer an initial free Consultation to talk you through the process of Estate Administration, for your peace of mind.

We work closely with our colleagues in other teams to give you a seamless approach.

Furthermore, we do our best to complete the administration of estates in an effective and expeditious fashion. We also work closely with local professionals e.g. estate agents; accountants and financial planners to secure the best possible service levels for you.

We also offer this service on a fixed fee basis – to give you total peace of mind in relation to costs and the processes involved.

Probate

When someone dies leaving a Will, it may be necessary to apply to a court for a Grant of Probate to be able to deal with the assets in the estate. 

The Will outlines the wishes of the Deceased, but in order to carry out the wishes the Executor will need the official authority of the Grant to act. Sometimes, depending on the nature and value of the assets in the estate a Grant of Probate may not be required and we can advise you on this during an initial free consultation.

We can help you if you are the Executor named in the Will or the beneficiary. Our solicitors advise on how to collate the assets and liabilities in the estate. We advise on the interpretation of the Will. We prepare the probate application documentation including forms for the Inland Revenue. As well as draft Estate Accounts and the payment of taxes, and advise on the distribution of assets.

Our solicitors offer additional advice required concerning taxation and post death variations.

Probate Pricing

In our experience, the word ‘Probate’ is scary to some people.  This is due to the fact that there are different ways of extracting the Grant of Probate and it has a different meaning for people depending on the makeup of various estates.

Here at Clarke & Son, our approach to estate administration is holistic and we look at everything that requires attention; not just the straightforward legal matters, but practical issues as well.  We can also offer advice on Inheritance Tax and estate planning generally.  As the composition of everyone’s estate is different, we have listed an illustration of some typical fees that we have recently charged on some of our estate administrations.

All costs information given here are general and we will give more personalised information later when a full quote is requested.

 

As you can see from the above illustrated cases, estate administrations can vary widely.  We offer a complimentary, free-of-charge, initial meeting/consultation to discuss the estate administration and any ancillary issues.  The ancillary issues can include:

  • Looking at Inheritance Tax.
  • Looking at asset-preservation and future planning.
  • Dealing with land and property.
  • Dealing with foreign property etc.

We can assist in practical aspects such as registering the death, organising funeral, clearing a property and so on.

Probate does not have to be scary or time-consuming and the sooner you can get the requisite expert advice on the estate administration, so that you know what you face in dealing with this aspect, the better.  We understand from our clients this gives them peace of mind.

Intestacy

Sometimes people die without leaving a Will. In this instance you might need to apply to court for a Grant of Letters of Administration. This will enable us to be able to deal with the assets in the estate. 

Where there is a Will it outlines the wishes of the Deceased, but where there is no Will, then the law decides on who should be the personal representative of the estate and the beneficiaries.  In order to administer the estate under the intestacy rules, the personal representative/administrator may need the official authority of the Grant to act.

Sometimes, depending on the nature and value of the assets in the estate a Grant of Letters of Administration may not be required and we can advise you on this during an initial free consultation.

We can help you determine what should be done in order to administer the estate based on law. We can advise on how to collate the assets and liabilities in the estate, advise on the interpretation of the intestacy rules, prepare the application documentation for the Grant including forms for the Inland Revenue, pay taxes and draft Estate Accounts and advise on the distribution of assets.

There may be additional advice required concerning taxation and post-death variations.

What do you need to bring to the Estate Administration Meeting?

Please bring with you a copy of the death certificate, a copy Will (unless we hold the original), and information concerning the assets and liabilities in the estate. Also, contact addresses for any executors, or beneficiaries/family would also be useful.

Wills & Estate Planning Team

Wills & Estate Planning Director
Wills & Estate Planning Director
Wills & Estate Planning Solicitor
Wills & Estate Planning Solicitor
Wills & Estate Planning Solicitor
Legal Secretary
Legal Secretary

Contact Details

If you have any questions or would like to enquire about one of our services, please fill in the enquiry form below and one of the team will get back to you.