Probate

Stage 1

• Taking your instructions and obtaining all documentation relating to the deceased’s affairs.

Stage 2

• Writing to all necessary bodies to obtain full details of the deceased’s assets and liabilities.

Stage 3

• Preparing oath for executors and inheritance tax forms and arranging for your signature to them.

Stage 4

• Filing the IHT forms and paying any necessary inheritance tax and applying for a grant of probate.

Stage 5

• When probate is obtained, collecting in all monies due to the estate and paying all liabilities.

Stage 6

• Preparing final estate accounts; paying all beneficiaries and accounting to you.