It is an unhappy and stressful responsibility to administer the estate of a relative or friend who has died.

We understand that each estate is as unique as the person who has died. We therefore offer a range of services, from a full estate administration for those who want us to take care of the whole process, to a more limited service for those who can undertake aspects themselves.

 

Let us help you start the process

Download our FAQ guide to Adminstering an estate

Your most commonly asked questions on estate administration answered.

What is estate administration?

Estate administration can be described as the process whereby:

  • the assets of the person who has died are ascertained,
  • legal and tax obligations are fulfilled
  • assets are gathered in or transferred
  • liabilities are paid
  • the remaining estate is distributed to those entitled to benefit (beneficiaries).

 

What you need to think about when Administering an Estate

In order to Administer an estate, there are a few key things you will need to consider.

Who will administer the estate?

If there is a Will, it will name executors to administer the estate. If there is no Will, Government rules will apply to say who should deal with the administration of the estate (administrators) and who will be entitled to inherit. The term “personal representatives” is often used to describe both these roles.

Getting a Grant of Representation

In many cases, personal representatives will need to obtain a grant of representation (Probate or if there is no Will Letters of Administration) issued by the Probate Registry of the High Court to confirm their authority so that assets can be dealt with.

Is Tax involved?

Estate administration often involves Inheritance tax, Capital Gains tax and Income tax issues that can seem daunting. Our team is able to help and guide clients through these areas so you can be assured that the right amount of tax is paid. On numerous occasions we have achieved significant Inheritance tax and Capital Gains tax savings, using the specialist knowledge of these complex areas – which many unregulated providers and general practitioners do not posses.

How Terry Jones Solicitors can help

With a heritage the stretches back over 200 years in Shropshire our dedicated, friendly and approachable team has decades of experience and is able to handle every aspect of estate administration irrespective of size.  We have a broad range of service levels to fit the needs of our clients and clear pricing that gives real value for money with no hidden extras, unlike online estate administration services.

When using our services, our clients have a single point of contact throughout the process and have the peace of mind that the estate is being dealt with by specialist professionals, fully regulated and insured. With offices in Shrewsbury, Telford and Newport we offer both traditional face to face meetings or can use any of the popular online meeting platforms.

Why take the risk of going anywhere else? Contact us today for a initial telephone call to discuss your options.

 

Schedule your initial telephone call

I would like to thank you for all the help you have given my brothers and I in sorting out my mum's estate. I have told many people how helpful you have been, and recommended you many times over.
Ms Morris

Thank you so much for all your help over the past months it has taken a huge burden from my shoulders

Thank you Richard for your care and patience…courtesy and help
Mr J Robertshaw

I very much appreciate your help and advice over the past year. I am particularly grateful for your inheritance tax expertise.
Mr Harding

All under one roof

Unlike online competitors we offer a large range of complimentary services, so whether there is property to be dealt with or a dispute to be resolved everything can be handled in one place, making life easier for our clients.

The team at Terry Jones Solicitors is ready to help, guide and support you. Whether you have a new estate matter or are struggling with a matter that has become too much we are happy to have a free initial no obligation conversation – contact us today so we can start helping.

 

Contact us

Contact our Estate Administration Specialists today.