Probate and estate administration

Exeter 01392 207020

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The death of a loved on can be traumatic, especially if you are the one who has to sort out their affairs. Whether or not they have left a valid Will their estate will need to be administered according to the law, which can take months or even years in very complicated cases. Certain steps must be taken to make sure that their affairs are finalised, and that their assets are distributed in the right way.

Not everyone has the in-depth knowledge, or even the spare time, to deal with these situations as well as they should. Which is where our probate and estate planning solicitors can help to ensure everything goes as smoothly as possible. They are equipped to help you deal with all manner of issues following the death of a person close to you. From Inheritance Act claims to will contesting, we’re here to help you do best out of these difficult situations.

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We advise on

The administration of simple and complex estates
The probate application process
The valuable reliefs and exemptions from Inheritance Tax available on death, including those available to business-owners and farmers
Post-death tax planning, including the use of deeds of variation

What is the process

The executors named in the Will, or the appointed administrators where there is no Will, are responsible for dealing with the administration of the estate. A grant of representation will be needed to formalise the appointment of these executors, to ensure the affairs are distributed in the right way.

The executor has a number of roles in conjunction with administering the estate. These including registering the death, organising the funeral, verifying details of assets, settling tax liabilities and inheritance tax.

We know that it’s difficult enough for you to deal with the loss of a loved one, without the extra burden of dealing with complex legal procedures. Our probate and estate planning solicitors can help you deal with all these roles, as well as any other issues that may occur following the death of a loved one.

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Meet the team

Partner and Solicitor

Gráinne Staunton

Associate and Chartered Legal Executive

Sue Halfyard

Associate and Solicitor

Rachael Morley

How our team can help

As a firm we have over 200 years’ experience with probate and estate administration. Our specialist team can help guide you through the different processes, making sure everything goes as smoothly as possible after the death of a loved one.

They can help by meeting with the executors to discuss the time and cost involved in administering an estate, as well as advising the executors on the processes involved. Providing expert guidance on tax, trusts, property and Wills in general, as well as discussing the options of us administering the estate on behalf of the executors. They also Look after estate tax returns, advise on any tax payments, ensure that the right information goes to the tax authorities and that only necessary amounts of inheritance and income tax are paid.

Contact our dedicated probate and estate planning team today so they can help guide you through these processes at what can be a difficult time.

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