Elizabeth Shepperd

People often discuss whether an estate will ‘go to Probate’, although many are unclear exactly what this means. 

A Grant of Probate (or Letters of Administration if there is no Will) is the legal document which authorises the Executor to administer the estate by collecting in all the money and assets, settling any liabilities, and then distributing the estate to the beneficiaries.

Is Probate always needed?

It may not be necessary if all the assets were held jointly or if they are of low value.  You usually need a Grant if the estate includes a property.  We would be able to guide you if you are unsure if a Grant is required. 

How do you obtain the Grant of Probate?

Executors are responsible for valuing all the assets and liabilities at the date of death, including bank accounts, property and investments and money owed such as credit cards. 

The Probate process can be a minefield and some estates are more complicated than others. It is always an idea to get legal advice so you can be guided through the process and ensure that all available tax allowances and reliefs are claimed as this can save many thousands of pounds in tax. 

We are delighted to be one of only five firms in Sussex to become an accredited member of the Law Society’s Wills and Inheritance Quality Scheme (WIQS).  We follow best practice procedures to meet the highest standards of technical expertise and client service in providing tailored Wills and probate advice to our clients.  This is very important to us at Dawson Hart as we pride ourselves on the service we offer and with the WIQS Client charter you can be assured of an excellent service.

If you would like more information, please contact Elizabeth Shepperd on eas@dawson-hart.co.uk or 01825 762281.

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