Estate Administration
Estate Administration
When you are faced with handling the affairs of a loved one who has passed, it can all seem most overwhelming. At such a time, it is vital that you receive the right guidance at the right time, and that the advice you are given is clear and backed by a personal and sympathetic service. If everything has fallen to you to deal with, and you are seeking support to help you find your way through it all, the experts here at Surrey-based Partridge Muir & Warren can assist with a professional estate administration service.
Since 1969, PMW has been taking care of the legal and financial affairs of families throughout Surrey, with many of them retaining us as their preferred advisers over numerous generations.
As you start to navigate your way through these difficult times, we will support you with clear advice and a fully comprehensive service that comes courtesy of many years of experience and in-depth knowledge across all aspects of estate administration and Probate. Surrey-wide, it is something we have become highly respected for.
Estate administration services Surrey families know they can rely on
For many clients, knowing that we are also able to provide qualified advice on how to secure and structure their own finances on receipt of an inheritance provides additional reassurance.
Our own in-house team of estate planning experts, wealth managers, tax advisers, investment and portfolio administrators and legal specialists regularly provides guidance on a variety of matters, from trusts and Inheritance Tax to investment strategy, wealth management, property preservation and estate planning.
Watch our video to find out what we can do for you
How can we assist you with estate administration in Surrey?
Our helpful specialists can assist with:
• Applications for Grants of Probate and Letters of Administration
• Full probate and estate administration service
• Liaising with the Public Guardianship Office (PGO)
• Preparation and submission of Inheritance Tax return
• Preparation of Estate Accounts
• Trust set-up
• Professional trustee service
• Inheritance Tax advice
• Estate planning
• Will drafting
• Investments and financial planning
What is a Grant of Probate?
A Grant of Probate is different. This is a legal document giving official authority to whoever is responsible for administering the estate, allowing them to deal with the banks, building societies and other institutions where the deceased held assets. A Grant of Probate is not always necessary; please see our dedicated Probate Management page for further information.
How long does estate administration take?
What if someone dies without leaving a will?
There is a set line of inheritance under the intestacy rules. This government resource will help you work out who will be entitled to a share of the estate.
I have been appointed executor, do I have to handle everything myself?
It is also possible to renounce your duties and hand over the responsibility for estate administration to a solicitor. In either case, you will need to sign a renunciation form which is then lodged with the Probate Registry, along with the Grant of Probate application being made by the remaining executors or solicitor. Once registered, the renunciation is only usually reversible in the most exceptional circumstances.