Probate and Estate Administration

Expert wills and probate advice

//Probate and Estate Administration
Probate and Estate Administration 2019-07-30T16:28:11+01:00

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Probate and Estate Administration services from AM Davies, in partnership with Truth Legal

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It can be difficult to know what to do after someone has passed away. If you are responsible for dealing with their estate, it can be even harder.

Where you’ve been appointed as an executor, or you are taking on the role of administrator for the estate, it will be your duty to handle probate and to ensure that the estate administration is performed correctly.

What does estate administration involve?

A person’s estate includes everything which they owned at the time of their death – although there are exceptions to this. The estate also includes other, less obvious things – such as debts which that person owed to other people.

Administering an estate involves a number of responsibilities. These include:

  • Taking control of the assets which belonged to the person who died
  • Valuing the estate
  • Determining whether any inheritance tax is payable
  • Paying the tax and any debts owed by the estate
  • Distributing the estate to the right people

These duties can be challenging, especially as estate administration involves a lot of legal technicalities and paperwork. In the wake of a loved one’s death, it can feel like too much to take on.

If you would like the support and reassurance of having a specialist involved, A M Davies Solicitors can help you.

Probate and Estate Administration services at A M Davies Solicitors

A M Davies Solicitors has helped many clients to apply for probate and to handle the administration of an estate. Mistakes can slow down estate administration considerably; they can give rise to legal disputes, and in rare cases can even result in an executor or administrator being held personally liable. We can advise you fully on your legal duties, and ensure that the estate is administered correctly and as swiftly as possible.

To discuss how we can help you with probate and estate administration, please contact Jeremy at A M Davies Solicitors.

What is probate?

In general, probate can be thought of as the process by which someone’s estate is dealt with and passed on according to their will. The executors will usually have to apply for a ‘grant of probate’ before they can begin dealing with the estate assets.

The term ‘probate’ is also often used when the person who died did not leave a will. The same general process applies but, technically, the estate administrators obtain a ‘grant of letters of administration’ instead.

Why choose A M Davies Solicitors?

Based in Harrogate, North Yorkshire, A M Davies Solicitors is a husband and wife team of two highly experienced lawyers: Angela Davies and Jeremy Clough. We are dedicated to helping people, and this means holding our clients’ interests as our top priority. We don’t have billing targets to meet – we have clients to serve.

Jeremy takes care of all our private client cases, encompassing Wills, Lasting Powers of Attorney, Probate and Estate Administration, and ‘Living Wills’. His friendly, open style means that all the work he does is handled with personality and sensitivity, as well as technical expertise. Jeremy qualified as a chartered legal executive in 1991 and is a full member of the Society of Trust and Estate Practitioners (STEP) – a professional body which provides training and guarantees standards. He is also a full member of Solicitors for the Elderly.

Trusting someone with your important legal matters can feel like a big step. At A M Davies Solicitors, we believe our clients deserve to have their trust repaid. By placing your faith in us, you can be sure of:

  • No hidden fees or charges
  • Clear, expert, jargon-free advice
  • Specialist skill and understanding
  • Appointments convenient to you – at your home, place of work or elsewhere
  • No delegation to junior lawyers – your case will be handled by Jeremy (and only by Jeremy!)

If you would like to talk to us about using our services, or you have any queries, contact Jeremy on 01423 779479, or via email: j.clough@amdavies.co.uk