Becoming an Estate Administration Client
Whether it is taking up the Executorship role, or dealing with Inheritance Tax requirements or providing one piece of advice, we are here to help.
Estate Administration
Can Include:
- Advice on the administration of the terms of the Will;
- Advice on Intestacy (where there is no Will);
- All communications with Executors, trustees, creditors and beneficiaries;
- Advising on ancillary Trusts that form part of the Will administration;
- Assisting with Probate applications and Inheritance Tax accounts;
- Collecting in assets, settling debts and distributing to beneficiaries;
How we work with you
What you can expect from us
- Expertise and experience in the administration of estates and those which contain trust structures .
- Fast and reliable service.
- A sensible, structured approach to reviewing your arrangements so that you are kept up to date.
- Transparency: from taped meetings of advice, to transparent costs for each and every type of work we undertake.
- Expert knowledge of other good professionals such as financial advisors, solicitors, accountants and for property conveyancing. We can point you in the right direction based on experience of what it takes to be a trusted advisor.
- The drive to always exceed your expectations and such that you may recommend our services to your friends, family and connections.
What are we striving to achieve for you?
- To impart our knowledge to you so that the process of Estate administration is free from stress and strain.
- To provide you with advice on suitable options, IHT planning and strategy for ensuring the best administration of the Deceased’s assets.
- To be honest and straightforward in our communications with you so that you are likewise open and transparent with us so we can best achieve your aims.
- To have open dialogue so that you are free to give valuable feedback to us on our service.
- To give you the trust and faith in our advice and strategy so that you help us help you to work within time frames and next stages we plan with you.
- To give you happiness and contentment through the service we provide.
