PROBATE
When a loved one dies
The death of a loved one is an upsetting experience that each of us will face during our lifetime. The legal aspects involved in dealing with the administration of the estate can be overwhelming, confusing and often stressful. Having compassionate, experienced legal advice will make this difficult situation much easier so we will do everything we can to ensure that it proceeds as smoothly and as quickly as possible.
Our promise to you:
- We will use clear language and keep legal jargon to a minimum;
- We will explain at the outset what the costs are likely to be;
- We will carry out your work in a timely manner, keeping you fully informed of progress;
- We will respond promptly to your enquiries; and
- We will notify you if we think that either the costs or time estimates have changed so that you can be confident we are handling matters for you in a cost effective and efficient way.
What will we do?
We understand that administering an estate can be complex, time-consuming, and emotionally challenging. That's why we work closely with you to ease the burden, making the process as straightforward as possible and providing you with complete peace of mind.
We take care at the outset to agree with you which jobs you wish to carry out and what our responsibilities will be.
Whether or not there is a Will, our expert team is here to guide you through every step. From offering advice on complex matters like completing Inheritance Tax returns to preparing Estate Accounts, you can trust that Regler & Company will handle every detail with expertise and care on your behalf.
Our services include:
- advising you on what your duties are and how and when to carry them out, and about things to watch out for (like insurance, or income tax or other liabilities).
- corresponding with institutions like banks, pension administrators, investment companies to obtain the necessary information and arrange for release of money or assets.
- preparing a schedule to show what is in the estate and whether Inheritance Tax has to be paid – and, if so, how much.
- preparing the documents to apply for a Grant of Probate (the Grant confirms to other people that you are authorised to deal with the person’s assets) and obtaining the Grant for you.
- collecting estate money on your behalf and paying debts and bills.
- arranging for payments and/or asset transfers to the beneficiaries.
- preparing clear statements which set out what was in the estate and how much the beneficiaries are to receive.
There can be a lot to do and we’re here to assist with as much or as little as you’d like us to. To get a better understanding of the probate process, please click on the button below:
Interested in our services? We’re here to help!
For any questions regarding probate please contact our experts for an initial, no obligation, call.