With a range of expert services that span the entire estate administration process, our seamless, professional assistance will ensure you more than meet your clients’ needs. The timeline below details our range of specialist services to assist throughout the estate administration process.
    

Ascertain entitled beneficiaries

•  FamilyChecker™ and reconstructing family trees
•  Administrator search service (if no known kin)
•  Missing beneficiary service – trace missing heirs
•  Docusearch service (key documents obtained, e.g. birth,
marriage, civil partnership, death)

•  Probate valuations and verification

Identify, value & secure assets

•  Share valuation service (UK shares verified, valued and sold)
•  DocuSearch service (key documents obtained, e.g. birth,
marriage, civil partnership, death)
•  Overseas asset valuation (key documents obtained, e.g. birth,
marriage, civil partnership, death)
•  Probate valuation and verification

Pay Inheritance Tax (if due)

•  Nil-rate Band Pack – all documents needed to transfer unused Inheritance Tax exemptions

Apply for Grant of Representation or reseal Grant (if needed)

•  Overseas Grants of Probate service (Grants re-sealed around the world)
•  DocuSearch service (key documents obtained, e.g. birth, marriage, civil partnership, death)

Receive Grant of Representation

Gather in assets (UK & overseas)

Pay any debts

Post-process