Probate

Probate

What do you do when someone dies?

Probate2023-03-09T11:15:41+00:00

Our services

A time that requires a lot of paperwork and official documents to be completed.

If you’ve ever lost a loved one or friend, you know the loss comes with a lot of paperwork to be completed. One of those documents is applying for a Grant of Probate. While this may seem like an intimidating process, it doesn’t have to be. We’re here to help make this process as easy as possible for you.

We’ll provide you with a full probate service including the preparation of all necessary court documents, estate administration, and payments.

Grant

of probate

What should i do first?

In the first five days it is important that you do the following:

  • Notify the deceased’s family Doctor.
  • Contact a Funeral Director to commence funeral arrangements. You will also need to check any Will for any special requests or prepaid Funeral
    arrangements which may have already been made.
  • Register the death at The Registry Office.
  • Advise any departments who may have been making payments to the deceased, such as Tax Credits, benefits, pensions etc.

As soon as possible you should:

  • Contact the Executors of any Will to enable them to start the process of obtaining Probate.
  • If there is no Will the you should decide who will apply to sort out the deceased’s affairs and apply for Letters of Administration.

What happens next?

If you have been appointed as an Executor or are the Personal Representative of the deceased, you may be required to apply for a Grant of Probate. This is often a complex and extremely time consuming task that carries with it personal liability should any errors be made in distributing the deceased’s estate.

Once obtained, the Grant of Probate (Letters of Administration if Intestate)  confers the legal authority for the holder to access the deceased’s estate and distribute their assets.

How can we help?2023-03-01T11:27:02+00:00

Asset Wealth Protection work closely with the specialist Probate team provided by Countrywide Tax & Trust Corporation Ltd. They are experts in dealing with all aspects of Probate and have a sympathetic and patient approach when dealing with bereaved relatives and will happily arrange a visit to discuss your requirements in the comfort of your own home.

As part of the Probate Service, we can also offer you independent advice on the Will itself and may, under certain circumstances, recommend that a Deed of Variation be set up in order to vary the Will. This process would provide greater protection for the beneficiaries inherited wealth and careful planning at this time can further preserve your family wealth.

This process must be executed within two years of death and needs to be with the agreement of the beneficiaries affected.

Benefits with
Asset Wealth Protection

For too many people, their estate planning is a last-minute scramble and not something they think about until it’s too late. But the truth is: your wealth and its future, is something that needs attention NOW. The sooner you start protecting it, the more time you give yourself and your family to enjoy it.

  • Protect your Family Home

  • Protect your Family

  • Protect your children

  • Protect your yourself

  • Protect your parents

  • Protect your pension

  • Deferring CGT on property disposal

Our services

Other services we offer

Wills

A will is a legal document that describes how you want your assets and wealth to be distributed after your death.

Asset protection

Asset Protection goes way beyond finances. It’s all about protecting your family’s assets and wealth for future generations.

Power of attorney

Our Power of Attorney service exists to ensure that you never lose control over your assets.

Preserving your wealth

Although the future is uncertain, we will work in partnership with you to ensure your wealth transcends multiple generations.

Protecting your family’s future

We’re here to help you give your family a life without limits.

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Qualifications and accreditations

  • Advanced Certificate…. ‘Advanced Certificate in Will Preparation – England and Wales, John achieved a Merit in this qualification awarded by STEP.
  • Diploma in Financial Planning from the Chartered Insurance Institute – DipPFS.
  • Masters Degree in Engineering from University of Oxford – Meng(Hons) Oxon.
  • John is an Affiliate member of STEP, who are the Global professional body for estate planners.
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