Delivering Expert Guidance on the Laws of Intestacy
Administering an estate can be complex, overwhelming and daunting for anyone who is unfamiliar with the process – particularly if they are grieving the loss of a loved one. The appointment of a professional executor in the Will is therefore essential, helping to have matters dealt with by someone who is independent and impartial – or where it might be too much to ask of a friend or family member.
Even where family members or friends have been appointed as executor, there will often be the need for professional assistance around three key areas of the probate and estate administration process, which are as follows:
1. Obtaining the Grant of Representation (probate)
2. Encashing the assets and settling the liabilities, including inheritance tax
3. Preparing the estate accounts
We can assist in finding a trusted firm to appoint as executor or, in applying for probate or administering an estate, if a member of the family or a friend has already been appointed as executor.
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An Overview of Probate Advice
If a client passes away without a Will or their Will is deemed invalid, they have died ‘Intestate’. This means that their estate and its assets will be distributed under the Government rules of Intestacy. However, the rules of Intestacy are not straightforward and can be challenged, so it is always advisable to seek the help of a specialist probate advisory expert.
There are many reasons why it is possible to appeal against the rules of Intestacy on behalf of a client, so it is worth checking a situation with a legal expert before taking the next step.
How It Works
Our specialist partners can advise on all of the legal aspects of estate planning, including Will trust planning, powers of attorney, trust administration, the creation of lifetime trusts and deeds of variation, and respective post-death inheritance tax planning. These essential services form the solid foundations for all estate and succession planning, and are critical elements to leaving a lasting legacy.
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We work with carefully selected partner organisations to provide a collaborative, multi-disciplinary approach to estate planning. To strengthen and develop the estate planning element of a business, view our other Partner Services.Find out more about our other Partner Services