Estate solutions: full estate administration

What is this?

We can complete the full estate administration after being appointed by the named Executor or Administrator. This allows the Executor or Administrator to relinquish all legal and financial responsibility, removing the stress and hassle off their shoulders.

We will:

• Contact utility companies
• Value the assets and liabilities
• Obtain property valuation and sale (if applicable)
• Contents valuation (if applicable)
• Postal redirection (if applicable)
• Apply for the Grant of Probate (Confirmation in Scotland)
• Complete the relevant Inheritance Tax forms and supporting forms where necessary
• Ensure the Inheritance Tax is paid within the HMRC guidelines
• Complete Income Tax work for the year of death
• Review the estate for Capital Gains Tax
• Set up any Trusts that may be in the Will
• Selling or transferring shares
• Register unregistered properties
• Settle all debts and administration expenses
• Distribute funds to beneficiaries and obtain confirmation of funds received
• Produce estate accounts