Losing a loved one is always difficult, and people are often quite shocked at the amount of paperwork involved in dealing with someone’s estate. At this difficult time, solicitors and lawyers can take away the burden of the paperwork and help grieving family members to deal with their loved one’s affairs.
Get in touch with our Probate experts
Clients often come to see us regarding an estate and are overwhelmed by the amount of work involved in dealing with a family member’s affairs once they have passed away. An expert can help ease the stress and make sure you don’t have to face this alone.
What does a Probate Executive do?
Typically, we will make an appointment to discuss the Will and the estate of the deceased with the family and review their options. People often think that if they have the Will, they can deal with everything using that document. As it turns out, this is not always the case and a Grant of Probate will be required to deal with someone’s affairs. If a family member passes away without a will you may require a Grant to deal with their estate.
At this initial meeting, we can discuss the various issues that may be experienced when dealing with an estate and offer our services in taking the burden off the family and dealing with the relevant paperwork. Employing a solicitor to deal with a relative’s estate ensures that the estate is dealt with in accordance with the terms of the Will lessening the burden on family and friends.
Full records are kept and sent to beneficiaries confirming all movements in the estate and ensuring that all funds are distributed as the deceased wished.
Why do I need a Probate Executive?
Aside from relieving the pressure of getting it wrong, dealing with Probate can come with all kinds of issues. A Probate Executive can help and advise you on the following issues that you will face:
- Obtaining valuations of both assets and liabilities of the deceased, the team at Jackson Lees have a wealth of experience dealing with this
- Notifying relevant people of the death as a matter of course, Jackson Lees can do this on your behalf
- Jackson Lees can help you with the complicated forms that will need to be completed for HMRC and calculate and agree on your behalf the amount of Inheritance Tax that will need to be paid (if applicable)
- Applying to the Probate Registry for the Grant of Probate which will give you authority to deal with the deceased’s estate
- Jackson Lees can offer you advice on alternatives which would best accommodate a beneficiary’s needs and in some cases reduce the amount of inheritance tax to be paid
- Collecting in the assets, paying bills, and finally distributing the estate to the beneficiaries
- Jackson Lees can prepare estate accounts for the beneficiaries
How Jackson Lees can help
At Jackson Lees, the range of expertise and experience within the Wills, Trusts and Probate department allows us to be in an unrivalled position to offer specialist advice and guidance through what can be a tough time following the death of a loved one.
No matter how simple or how complex the affairs are, whether there was a Will written or not, our experts can help and alleviate the stress and heartache involved.
If you are dealing with the passing of a loved one, you don’t have to face this alone. Get in touch with one of our empathetic and friendly Probate experts today to find out where you stand. Call us on 0151 282 1700 or make an enquiry.