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Probate & Estate Administration

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The lawyers at Eccles Heddon LLP are here to take the burdens of administrating an Estate away. We have the experience to pick up from the outset what key issues are involved, advise of any key dates and deadlines and progress the matter in a quick and efficient manner. We offer the impartiality many beneficiaries now expect and always strive to ensure all reliefs and allowances are claimed and IHT paid as appropriate, maximising the estate assets which are to be passed on to the beneficiaries. We deal with both HMRC and the Probate Registry on a daily basis and also enjoy strong working relationships with other local professionals, from accountants to land agents and other property solicitors.

Many of our lawyers are STEP (Society of Trust and Estate Practitioners) qualified ensuring the highest standards of service are provided.

 

Contact a member of our Private Client Team today to see how we can help.

 

- Experienced & Trusted Advice - 

OUR
PROMISE

✔ A dedicated solicitor will act for you

✔ No unnecessary legal jargon

 

✔ Prompt and efficient service

 

✔ Tailored advice to your individual circumstances

 

✔ Regular updates regarding your matter

 

✔ Direct liaison with your other professional advisors

Residential Property Experts Eccles Heddon Solicitors Yorkshire & Cumbria

WHAT OUR CUSTOMERS SAY

Residential Property Experts Eccles Heddon Solicitors Yorkshire & Cumbria

Excellent Service

Lizzy Mills did my fathers probate; this was a long draw out process due to covid. Lizzy kept me informed along the way and made this process a massive relief by taking the pressure of me after losing my father. This is something that I could not have done myself, so thank you for the excellent work.

Residential Property Experts Eccles Heddon Solicitors Yorkshire & Cumbria

Efficient, competitive and transparent

Everything I asked to be done was done. Especially revoking a previous POA. Claire Green was exceptionally proficient, who dealt with everything via meeting on Teams, as I now live outside the area. I chose Eccles Heddon to deal with my legal matters as they are efficient, competitive and transparent in their charges. I recommend them and if I ever need a solicitor in the future will contact them first and foremost.

OUR PRIVATE CLIENT TEAM

Alison Johnson Probate & Estate Administration Expert Eccles Heddon Solicitors Yorkshire & Cumbria

BEDALE

01677 422422

 

- WILLS, TRUSTS & PROBATE -

- INHERITANCE TAX -

- SUCCESSION PLANNING -

- AGRICULTURAL -

 

Marie Nelson Probate & Estate Administration Expert Eccles Heddon Solicitors Yorkshire & Cumbria

THIRSK

01845 522324

 

- WILLS, TRUSTS & PROBATE -

- INHERITANCE TAX -

- SUCCESSION PLANNING -

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RIPON

01765 601717

- WILLS, TRUST & PROBATE - 

- RESIDENTIAL PROPERTY -

- COMMERCIAL PROPERTY -

Claire Green Probate & Estate Administration Expert Eccles Heddon Solicitors Yorkshire & Cumbria

RIPON

01765 601717

- WILLS, TRUSTS & PROBATE -

- INHERITANCE TAX -

- SUCCESSION PLANNING -

Martyn Clarke Probate & Estate Administration Expert Eccles Heddon Solicitors Yorkshire & Cumbria

RIPON

01765 601717

- CORPORATE & COMMERCIAL -

- COMMERCIAL PROPERTY -

- AGRICULTURAL -

- INHERITANCE TAX -

- SUCCESSION PLANNING -

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JOANNA TURCHET

BEDALE

01677 422422

- ESTATE ADMINISTRATION &

 

PROBATE -

- WILLS & LASTING POWERS OF

 

ATTORNEY -

- INHERITANCE TAX -

David Shackleton Probate & Estate Administration Expert Eccles Heddon Solicitors Yorkshire & Cumbria

RIPON

01765 601717

- WILLS, TRUSTS & PROBATE -

- INHERITANCE TAX -

- SUCCESSION PLANNING -

- AGRICULTURAL -

Matthew Ainsworth Probate & Estate Administration Expert Eccles Heddon Solicitors Yorkshire & Cumbria

THIRSK

01845 522324

- WILLS, TRUSTS & PROBATE -

- INHERITANCE TAX -

- SUCCESSION PLANNING -

- RESIDENTIAL PROPERTY -

Lizzy Mills Probate & Estate Administration Expert Eccles Heddon Solicitors Yorkshire & Cumbria

BEDALE

01677 422422

- WILLS, TRUSTS & PROBATE -

- INHERITANCE TAX -

- SUCCESSION PLANNING -

Rajinder Richards Probate & Estate Administration Expert Eccles Heddon Solicitors Yorkshire & Cumbria

RIPON

01765 601717

- WILLS & LPAs - 

- DISPUTE RESOLUTION -

ESTATE ADMINISTRATION EXPLAINED

Please watch our interactive video below for a brief overview of Estate Administration.

 

Estate Administration is the process of ascertaining and dealing with the assets and liabilities of an estate.  When a family member or friend passes away, a personal representative (an Executor or Administrator) is appointed.  They are responsible for the money, property and possessions of the person who died (the ‘Estates assets’).  They are responsible for those assets from the date of death until the date everything has been passed on to the beneficiaries (the administration period).

 

During the administration period, the Executor / Administrator may have to:

  • pay any debts left by the person who has passed away and place adverts in the Gazette giving any creditors appropriate notice to claim;

  • apply for tax refunds and complete self-assessment returns;

  • deal with any income generated by the Estate during the Administration Period and continue to pay income tax

  • sell assets such as properties or shares and pay Capital Gains Tax where appropriate;

  • pay tax on any income the estate generates; 

  • handle inheritance tax issues;

  • handle any will disputes; and

  • report the estate value, income and tax liability to HM Revenue and Customs

 

Once the formalities are resolved, the estate will then distribute any remaining money in accordance with the will, or where there is no will, the rules of intestacy.  


A Solicitor can take care of all aspects of a probate and it is important that you instruct someone to help from the outset – matters are rarely straight forward. 

Timescales – it is difficult to advise at the outset of a probate matter how long it will take as it depends on the complexity of the estate.  Most simple estates are dealt with by one year from the date of death but more complex estates may take two to three years to fully resolve.

Video
Attending to Probate matters including the full administration of a deceased’s estate

OUR SERVICES EXPLAINED

Attending to probate matters including the full administration of the deceased's estate

Executors are required to prove a Will by applying for a Grant of Probate. When that has been obtained, the executors must then administer the estate. Where no Will exist, the Rules of Intestacy apply, determining who can administer the estate and who will inherit. The Private Client Team at Eccles Heddon Solicitors have a wealth of experience in this area and are here to help with every step of the process, from applying for the initial Grant of Probate on your behalf to advising on specialist Inheritance Tax matters, unique reliefs, distributing assets and advising on any Deeds of Variation or Deeds of Family Arrangement. We offer an efficient, reliable and transparent service. This is important, particularly when the administration of an Estate becomes complicated. In particular, where: - high value assets, such as property, shares, pensions and other personal items are involved. Charities are named as beneficiaries. There are concerns over the validity of a will The will is complicated. There are business and agricultural assets involved Contact a member of our Private Client Team today to see how we can help.

Attending to probate matters with a limited retainer (applying for a Grant of Probate only)

Executors are required to prove a Will by applying for a Grant of Probate. When that has been obtained, the executors must then administer the estate. Where no Will exist, the Rules of Intestacy apply, determining who can administer the estate and who will inherit. The Private Client Team at Eccles Heddon Solicitors have a wealth of experience in this area and are here to help with every step of the process, from applying for the initial Grant of Probate on your behalf to advising on specialist Inheritance Tax matters, unique reliefs, distributing assets and advising on any Deeds of Variation or Deeds of Family Arrangement. Sometimes an Estate can be low value or straight forward to deal with, involving minimal assets. In those circumstances, at the request of and working closely with the executor, we can offer a tailored service, provide advice only where it is required. Contact a member of our Private Client Team today to see how we can help.

Attending to Probate matters including the full administration of a deceased’s estate

USEFUL ARTICLES

STEP society-of-trust-and-estate-practitioner
Solicitors for the Elderly
STEP society-of-trust-and-estate-practitioner
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The Law Society Accredited Conveyancing Quality
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