Probate

What is Probate?

Probate is the process when someone's estate is distributed in accordance to a Will (if they made one) or intestacy laws (if they did not make a Will).

We understand that it is a traumatic and confusing time after the bereavement of a loved one. We aim to carry out the best service possible with the greatest of care and compassion for all those involved in the most efficient way. We listen to your wishes and offer a bespoke service with your own personal solicitor throughout. We will take care of the responsibility of the paperwork to allow you time to grieve. 

We have years of experience managing probate cases and can offer expert advice in this area. This can save you time and expense, avoid disputes and minimise tax. It is important for any tax to be paid by the deadline or penalties and interest can be charged by HMRC. 

Many cases will require an application to the Probate Registry for a Grant of Probate (if there is a Will) or Letters of Administration (if they did not make a Will). This Grant will then allow us to access the assets of the estate.

 

We can deal with the application for the Grant of Probate only or the administration of the whole estate. You can choose your level of service. Please contact us today to see how we can help you. 

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Speak with Charlene to discuss your options

Estate administration

A Will should appoint an executor who will be responsible for administering the estate. This will often involve, but not limited to:

  • Valuation of assets, finances and possessions (including houses, vehicles etc) to prepare details of the estate

  • Applying for the Grant

  • Paying any outstanding debts and tax

  • Sale or transfer of any property

  • Distributing any assets and/or finances in accordance of the Will

Financial institutions will often need a copy of a Grant of Probate before they are able to deal with the accounts of the estate. This is especially the case for larger balances and/or assets. If you have any questions please get in touch to see if we can help.

What do we need from you?

To help you with your Probate case there are a few things we will need including the personal details and the financial information of the individual:

  • The original Will (if there is one)

  • The death certificate

  • Their National Insurance number

  • Financial information (e.g. bank accounts assets, income, debts etc)

  • Liability (e.g. debts, loans, credit cards)

  • Full names, addresses and ID of the beneficiaries

This information will allow us to gather together a full review of the estate. We will then work with you to carry out the terms of the  Will (if there is one) and begin administering the estate. Don't worry, we will chat with you about what we need and try to take the stress away from what we know is a very difficult time.

As Caerphilly Solcitiors we are ideally placed to help local residents, but we can also help across England and Wales if you are comfortable using online video conferencing tools such as Teams and/or Zoom

Contact us today!