Estate administration

Administering an estate can be a lengthy and complex process involving gathering in information and documents, preparing accounts, and distributing the estate correctly. This can be particularly daunting at a time of bereavement, and mistakes can be made, particularly if there is no Will.

equityCare legal Services has the knowledge and experience to relieve you of the heavy responsibility of administering an estate in an efficient and sympathetic manner. Our duties can include:

• Registering the death and arranging the funeral, if required.
• Locating a Will, if any.
• Obtaining a valuation of all known assets and liabilities in the estate.
• Preparing estate papers and Inheritance Tax forms.
• Assisting in raising a loan to pay Inheritance Tax.
• Obtaining a grant of probate or letters of administration.
• Collecting in and administering assets.
• Discharging liabilities and paying debts.
• Formerly transfer property and possessions, and set up any Trust Fund referred to in the Will.
• Deal with tax returns.
• Distributing the estate in accordance with the terms of the deceased’s Will or under the rules of intestacy where there is no Will.
• Prepare estate accounts and conclude the administration of the estate.
• Through equitycare provide financial planning advice for the beneficiaries.

In certain circumstances there can be disagreements within the family about the Will, or the lack of one, and the distribution of the assets in the estate. equityCare Legal Services can assist in dealing with Wills and inheritance disputes.

For more information on estate administration, please call equityCare Legal Services direct on 01594 838940 or take a few minutes to complete our enquiry / request callback form and we will contact you as soon as possible.