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Estate Administration

Simply put, estate administration is the process of dealing with a person’s legal and tax affairs after they’ve died.

Every estate is different, but there are various stages of the estate administration process which are required in most cases. 

What could be involved in estate administration?

Every estate is different, but there are various stages of the estate administration process which are required in most cases. 

Banks, HMRC, the Department for Work and Pensions, creditors and other financial institutions will be contacted. It will be made known someone is acting on your behalf date-of-death valuations will be requested.

Relevant tax forms will be prepared (including Inheritance tax considerations) and a grant of probate requested on your behalf. There will be no need for you to visit a probate registry and any liability will be taken on.


Shares and other assets within the UK and overseas can be sold. If there are any assets to be transferred to beneficiaries, this will be arranged.

If there are sufficient funds, the deceased's debts will be paid and interim distributions to other beneficiaries can be made and "Specific legacies" - specific sums of money or assets mentioned in the Will may be settled.

After valuing the property, the property will be sold or transfered to beneficiaries. This process will involve liaising with estate agents and the buyers' solicitors.

Full and final estate accounts will be produced and sent to all the beneficiaries. 

The price will never come as a surprise as you will be informed of the price upfront. Contact me for a free quote.

Helpful advice & regular updates provided throughout the whole process. 

Mobirise


Otley &
Yorkshire Area

Registered office:
Lencett House
45 Boroughgate
Otley
LS21 1AG