In the event of your death, your last will and testament will be used to evidence how you would like your assets to be divided and between who. But this isn’t always straight forward. People can contest a will, they might be unable to find the original version of your will, or someone might claim your state of mind was unable to make the decisions at the time (for example) and in these cases the executors of your will have to go through a long and rigorous probate process to get what’s entitled to them.
Independent Trustee Services
If you have been named an Executor on someone else’s will and you aren’t sure what you need to do, we have a special Probate service to provide the knowledge and support you may need. This can include applying to the Courts for a Grant of Probate (which confirms the will is legally valid and gives you the authority to carry out the person’s wishes). This can be quite complicated as the Court requires details of all the person’s debts as well as their assets. However, given our extensive experience we are well-placed to support you, every step of the way, and even carry out the majority of the work involved on your behalf.
If you are writing a Will, you can also name us as your Executor, which means we will automatically be able to carry out the Probate process on behalf of you and your loved ones.
The benefits of appointing us as an executor
• We can deal with the legal bits on behalf of your family, protecting them at a difficult and emotional time.
• We have expertise and competence in probate, which means we can ensure valuations are correct, necessary reports are all filed, and that liabilities are settled and assets are distributed properly. It also means we can handle any problems that arise in more complicated cases.
• Where there are disputes between beneficiaries or executives, we are able to step in and settle these in a professional and impartial manner.
To discuss how we can help you as an executor, or for more information, contact us now.