Estate Administration
Dealing with the administration of an estate when someone dies can be confusing and stressful. It’s a difficult enough time without being overwhelmed by paperwork and making important decisions. Let us guide you through the process and take away the worry from you and your family.
Whether there is a Will in place or not, our team can assist you in handing the administration of an estate. We can make you aware of all the legal implications of acting as an Executor of an estate and guide you through the process. If there’s not a Will, we can provide information about who can legally act in connection with the administration of the estate and who will benefit from the assets of the estate.
Why Four Oaks Legal Services?
Our experience and expertise allow us to advise business owners and private individuals alike.
Where can we help?
Administering an estate is quite an involved process and there are many legal formalities that need to be considered. The service we offer is personal, efficient and aimed at making life easier at a difficult time. We can deal with some or all of the following matters:
Advising you on the process of registering the death
Identifying the estate assets and liabilities
Obtaining probate valuations of assets
Preparing the legal paperwork needed to obtain a Grant of Representation
Preparing and filing a HMRC account to account for inheritance tax
Collecting in the assets of the estate and settling liabilities
Ensuring that the estate is administered tax efficiently
Accounting to HMRC for income due during the administration period
Preparing Estate Accounts for beneficiaries
Preparing income tax certificates for beneficiaries
Distributing the estate in accordance with the Will or the intestacy rules (if there is no Will)
Preparing a Deed of Variation
We are here to help
If you have a query and would like to contact us, you simply need to complete the form below and we will respond as soon as possible.