Probate and Trusts
Dealing with death is never easy.
However, the deceased’s assets – known as their estate – need to be managed as carefully and quickly as possible.
Our specialist probate service can help you through the minefield of documentation and assist you with:
- collating relevant documentation for reporting
- obtaining valuations of chargeable assets
- ascertaining liabilities and expenses
- completing probate application forms
We can advise on the complexities of the process after probate is obtained, especially when dealing with beneficiaries.
It may well be that you’ll find investment advice or more general wealth management useful after this point, and our financial advisers are ready to help out at any time.
Acting as executor
Let us remove the stress of dealing with the estate of a friend or relative, especially if the estate is complex.
With our tailored service, you can choose precise the level of involvement you need from us.
Details of our probate accreditation can be viewed at icaew.com/probate under reference number C005394193 and information regarding our diversity report can be found here
Get in touch
We’re always happy to hear from new and existing clients