What the process includes
If there’s a Will in place we’ll contact the main Beneficiaries to explain the terms so there’s no misunderstanding about the way in which the Estate will be distributed.
If there’s no Will and we’ve been appointed as Administrator we’ll contact those who benefit under the rules of Intestacy.
We’ll collect all relevant paperwork, such as insurance policies and savings and loan records and explain how we deal with each issue.
When the Administration is complete we’ll produce a set of accounts and send copies to the main Beneficiaries showing how we distributed the Assets and settled the liabilities and costs.
Reviewing the tax affairs of the person who had died and liasing with HM Revenue & Customs on behalf of the Estate.