Probate

Dealing with Probate

Probate is the process of obtaining the legal right to manage a deceased person's estate. You cannot access the deceased's funds or distribute their assets until you have obtained a Grant of Probate or Representation.

Probate (if a person dies with a Will) or Administration (if a person dies without a Will) is not always necessary.  Together these are known as the Grant of Representation.  Following a bereavement, our team of legal and tax advisors will establish whether Probate or Administration is required and then offer support and advice on the next steps.

Many people deal with Probate on their own, particularly if they have the skills and time.  However more complex cases may require the services of a professional.  We can assist you in a personal application for Probate or Administration and prepare all the paperwork that needs to be submitted to HM Revenue & Customs and the Probate Registry.

Once Probate has been obtained, we can also assist in the administration of the estate - this is the period up to the point where all assets are distributed and all matters regarding the deceased's estate have been settled.

We can also help you deal with HM Revenue & Customs with income tax returns up to date of death and for the estate administration period.

Furthermore, our solicitor, tax specialists and financial advisers have experience in bringing about resolution of family disputes to ensure that an estate can be effectively administered.