Administering the Estate of a Loved One or Friend by Helen Greenwood & Elizabeth Groom

It can be absolutely devastating when a loved one dies.  At a time when arranging the funeral and contacting friends and relatives is the clear priority, the legalities of dealing with an estate can be an unwelcome and onerous burden.

For an Executor of an estate or, where there is no Will, an Administrator, the long list of tasks includes: locating the assets and liabilities of the estate; calculating the value of the estate and completing the Inheritance Tax account; discharging any Inheritance Tax liability; applying to the Court for the Grant of Probate or, where there is no Will, the Grant of Letters of Administration and administering the estate in accordance with the terms of the Will, or where there is no Will, in accordance with the Intestacy rules.  Estate Accounts will also need to be prepared, payment made to HMRC for any income or capital gains tax liability arising during the administration of the estate and defend any litigation against the estate.  Furthermore, if there is a Trust in the Will, that trust will need to be managed and the Trustees must act in accordance with various Trustee Acts.

To avoid any legal delays, and to remove the stress from the process, there are various services available to guide you through the minefield.  

The Lawyers in the Private Client Department at Rowberry Morris all specialise in the administration of estates and will be able to advise you fully on the steps to be taken.  They are committed to the provision of legal services of the highest quality and instructing Rowberry Morris to help in the administration of the estate means you receive expert advice, a quality service and value for money.  For further information please contact Helen Greenwood or Elizabeth Groom


The contents of this article are intended for general information purposes only and shall not be deemed to be, or constitute legal advice. We cannot accept responsibility for any loss as a result of acts or omissions taken in respect of this article.