FULL PROBATE SERVICE
Full probate service, including applying for a grant and the administration of the estate
We will apply for the grant by completing the probate application form and the relevant inheritance tax form*. We will also take responsibility for the collection of any assets, the payment of any liabilities and inheritance tax due and finally distributing the assets for the estate.
*We will determine the relevant tax form based on the value and content of the estate.
What will we do: –
- Phil or Kate Barry will take full responsibility for all work undertaken on your behalf.
- Identify the legally appointed executors or administrators and beneficiaries
- Identify the type of probate application you will need
- Identify the assets and liabilities of the estate
- Obtain the relevant documents required to make the probate application
- Complete the probate application and relevant IHT forms
- Prepare the probate forms for you to sign
- Complete the Legal Statement
- Apply to Probate Registry for the grant
- Receive the Grant of Probate and send to you
- Arrange for the payment of any inheritance tax
- Collect the estate assets
- Pay all known debts and liabilities of the estate
- Pay legacies
- Ensure all income tax matters are settled with HMRC
- Prepare estate accounts
- Distribute the residuary estate