Estate Administration

When a loved on dies there is much that has to be done to sort out his or her affairs. Sometimes this is limited to the practical, such as arranging a funeral, clearing a flat and notifying banks and utility suppliers. At other times the list of tasks to be undertaken can be endless.

 

Sometimes the private individual can easily deal with this and when that is the case we will usually tell you so, frequently charging nothing for the advice. At other times we will strongly advise you to use professional help.

At Herrington Carmichael we have staff who are qualified to offer a comprehensive service tailored to your needs.

Where necessary we will come to your home to take instructions. We aim to offer a local and accessible service. We pride ourselves in dealing with all matters rapidly and responding to phone calls without delay. In most instances the person you first speak to will be the person who will handle your work unless it becomes apparent that the work is more suited to a particular specialist in the team.

We will tailor the service we offer to your needs. This can range from simply obtaining a grant of probate with information that you supply to us, to undertaking the complete administration in every detail, including clearing and selling a house.

We shall always seek to find ways to minimise the liability of the estate to inheritance tax and other taxes. In addition where relevant we will offer outline advice to beneficiaries on relevant tax issues.

We can also help beneficiaries to obtain suitable independent financial advice to assist them in managing new found wealth.

Contrary to claims made by many of our competitors we do not charge for estate administration on the basis of a percentage of the value. Our charges are based on time engaged and once we have details of the size and complexity of an estate we shall provide an estimate of our fees. We are also happy to negotiate a fixed fee price but before agreeing to this we must have full details of the estate, and we reserve the right to revise the fee if additional assets come to light or it becomes apparent that important facts have not been disclosed to us.

To find out more about estate administration please read our fact sheet - What Happens When Someone Dies. 

To download our Estate questionnaire please click here

Further information leaflets that may be of assistance:
Practical Property Issues - click here
Definitions and Meanings - click here

Further information can also be found at 'The Society of Trust and Estate Practitioners'