Probate as a process might be very stressful and frustrating, people grieve and handling an estate of a close one can seem overwhelming. This is where we come in to help, to guide you through the process and to take some of the pressure off when dealing with probate.
Each estate is different, and we understand that each one has its own problems and needs. We have lots of experience and are proud to have helped other families navigate the probate process. Our extensive understanding includes different areas of estate operations, starting with the need for understanding the complicated provisions of a will as well as when no will has been left.
How we Work
Among the advantages of choosing to work with us is that we are able to explain to you how the probate process works in an understandable way. We work with you to understand the complete situation, gain as much information as possible and then bring in our expert partners. We ensure that we explain each term in easy language and making you and your family aware of what is happening all the time. This transparency assists in reducing anxiety and ensures that the best decisions are made on the estate.
Probate is a reserved activity and our expert partners are authorised to carry out such work. We have an excellent relationship which in most cases results in cheaper costs to you compared to a local solicitor.
We can guide you through this process as stress-free and secure as possible for you. Understanding all the legal requirements of probate and making sure we don’t overwhelm you is key for us. You can be rest assured you’re achieving the goal of honouring the memory of your loved one. At the same time, we take care of all the complex aspects relating to the management of estates.
The Probate Process
The probate process usually starts with the process of establishing whether the probate is needed for the particular estate. We can make a quick decision in terms of deciding whether or not assets, were shared or belonged to the deceased if there is a will. From there they can advise you on the correct steps that need to be taken if it is to go through probate or other ways of transferring the assets.
If there is need for a probate, we can help in the preparation of the legal papers that must be filed with the probate court. This includes probating the will, and also applying for the appointment of an executor or an administrator. We always double check to make sure that all the paperwork is done correctly and turned in on time eliminating any possible hold up.
During the entirety of the probate process, we will be able to give any information required on the proceedings. We will be able to explain your role and duties as an executor or beneficiary and how you can protect yourself in the event of any disagreements or legal challenges to the will.
Probate asset valuation is another important area that we specialise in, and we can assist you in sourcing professional valuations on property, shares, and other valuable properties in the estate. This accurate valuation is important in its relation to taxes and fees and in order to fairly and clearly distribute the share among all the beneficiaries.
Handling of the finances of the deceased is always a core aspect of the probate process. We can assist you with actions like informing creditors, paying off past debts, and finally closing credit files. We can also advise you on any tax matters that may arise in relation to the estate.
When the process of probate is almost done, a plan for the distribution of the property according to the will or the laws of the state. We and our partners make sure all the legalities are in check and that all asset transfers to the beneficiaries will be seamless and fast.
As a full member of The Society of Will Writers (SWW) and holder of £2 Million in professional indemnity insurance, I am committed to maintaining the highest standards of professionalism and reliability. My extensive background ensures that you receive informed and thoughtful guidance every step of the way.
