Do I need a grant of Probate?
When someone dies not owning any real estate, or shares, or assets worth more than around £15,000 (and sometimes more depending on what this comprises), it may not be necessary for their beneficiaries to obtain a grant of Probate (or Letters of Administration if there’s no Will), which can save the expense of going through this process. If you think this applies to your circumstances and would like to ask our Estate Administration team any questions please don’t hesitate to call on 01284 767766. If we can help point you in the right direction and you don’t need us to deal with anything for you, we’re more than happy.
Do I have to use a lawyer?
Even if a grant of Probate (or Letter of Administration) is required, it’s not obligatory to use lawyers or other professionals to deal with this for you. It is possible for you to make an application to the Personal Application Department of the Probate Registry. Some people are happy to do this themselves, particularly if the estate is small, straightforward, with no tax complexities and there are few beneficiaries.
Can I deal with it and just get advice when I need it?
If you want to make your own application but you need assistance with a particular element, we’re happy to fit our services to your specific needs. Call us on 01284 767766 and our Estate Administration team will be very happy to chat through the options with you.
What if it’s complicated?
Whatever level of involvement you require, whether you would like us to deal with the full administration or just advise on specific issues, our Estate Administration team are widely experienced in dealing with all sizes of estates, from the very small and straightforward through to estates of very high value involving complex structures, businesses, trusts, foreign assets, cross border issues and complex tax situations.
How we can help you
When someone dies their assets and liabilities must be sorted out formally to deal with their estate; this is what’s known in the legal world as ‘administration’. In broad terms, administration involves valuing the estate, dealing with the payment of any inheritance tax due, obtaining the Grant of Probate (the Grant of Letters of Administration if there is no Will), settling any liabilities and distributing and winding up the estate. If the estate is small or the assets were held jointly then administration may not be needed, but the type or value of assets often dictate that the Personal Representative will have the responsibility of administering the estate. If there’s a Will the person or people named in the Will as the Executor(s) have this responsibility (unless they renounce their appointment) and if there’s no Will the intestacy rules determine who’s entitled to apply to administer the estate.
Handling the administration of an estate can be particularly stressful and time consuming. We’re here to help and provide guidance along the way. Our initial no-obligation meeting will determine what needs to be done and the level of input you require from us.
Have a chat with our expert Estate Administration Team on 01284 767766 and they’ll be happy to talk through the process with you, explain what we do, and answer any questions you have. There’s no obligation. Or email Nicola Clayton on firstname.lastname@example.org. Nicola is a Senior Associate solicitor and she’ll be happy to help.