PROBATE

Protect your assets and your family

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Probate refers to the practical process of dealing with someone’s estate when they die.

It is generally completed through a Solicitor, as it can be a long and complex process.

Using an experienced legal professional allows you to focus on dealing with the emotional sadness of your
loss, without being burdened by complicated tax forms and other personal liabilities.
The process follows particular stages and we can get involved to provide the legal support you need
in just the initial stages or act until the estate is fully disposed of.

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Do you need to:

• apply for the grant of probate?

• complete the IHT205, IHT217, IHT400?

• prepare a Statement of Truth?

• draft estate accounts?

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Experienced in both the legal and financial aspects of probate, we can gather in assets, liaise with
third parties, draft estate accounts, make interim distributions, complete bankruptcy searches, assist
with house sales and share transfers, complete tax forms, place advertisements to protect against
unexpected claims from unknown creditors and any other aspect of dealing with an estate to ensure
it is processed as quickly and sensitively as possible.

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Don’t put yourself at risk

Some people think that they don’t need a solicitor when it comes to administering the estate of a loved one.

However, probate can be a complicated and lengthy process that takes months or even years.

• Do you know exactly what assets the deceased has?

• Are you aware of what lifetime gifts the person made and what tax may be due?

• How do you feel about being personally liable for penalties and the tax owed if you don’t submit a self-assessment tax return on time?

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