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We know how upsetting it can be for you when a member of your family passes away, which is why our legal team deal with all areas of estate administration and probate with care and understanding. We appreciate this is a difficult time and if you are dealing with a loved one’s estate or you are acting as an executor or administrator, we can help. Not only will we make the experience as stress-free as possible, we will also ensure that everything is dealt with correctly and efficiently.

We can take care of everything from registering the person’s death, to the initial valuation, inheritance tax and court application forms, to the collection and distribution of the estate and all the necessary tax, legal and administrative work needed in the background.

In most cases where there is money or property, the Executor (if there is a Will) or Administrator (if there isn’t) must apply to Court to obtain the right to deal with the estate of the deceased. This application process is generally called Probate.

You can apply to the probate registry directly for authority to deal with the estate and we can advise you on all the options available to you.

There are lots of fiddly jobs and obstacles that you will keep bumping into without the right help. We know the hurdles and how to get over them without any fuss.

If Wills do not have as much careful planning in as you would like, it is possible to change what you inherit, how and when. There are lots of clever things you can do with our help and advice.

We do all of our work on a fixed fee which we tell you in advance. The fee is worked out on a case by case basis depending on how much work is involved, the level of risk for us and the complexity of the estate overall. We aim to strike a fair balance for you and for us.

Our Probate and Estate Administration department can help you with the following:

  • Fixed Fees
  • Registering a Death
  • Arranging a Funeral
  • Small Estates
  • Joint assets
  • Applying for a Grant yourself
  • Problem estates
  • Inheritance Tax
  • Applying for the Grant of Probate
  • Administering an Estate
  • Insuring property
  • Property Valuations and Sales
  • Investment and Financial Advice
  • Producing accounts
  • Post Death Planning

If you're unsure what you need that's okay, you're not expected to be an expert! Why not give us a call on 01229 811811 for a quick chat or contact us on the form below and we can point you in the right direction.

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Our clients say…

  • I would just like to thank you for your help and advice under stressful circumstances for myself.

  • We felt safe & confident in PT's abilities to help us in what was a very upsetting situation and are so pleased with the help we received.

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Poole Townsend are Independent Financial Advisers authorised and regulated by the Financial Conduct Authority
Authorised and Regulated by the Solicitors Regulation Authority No. 00076553
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