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Probate (Bereavement Services)

TLS Solicitors have a bereavement team that can take the burden off family members by attending to the necessary legal procedures involved in administering a person’s estate.

We are here to provide as much or as little assistance as you require, tailoring our services to your individual needs during what can often be a challenging time. Whether you need guidance on the legal implications of a will or support navigating intestacy rules when no will exists, our team is here to help with every aspect of estate management. Here are some of the ways we can assist:

Obtaining Probate or Letters of Administration

We will guide you through the process of obtaining the legal documentation—either probate (if a will exists) or letters of administration (if there is no will)—required to administer the deceased’s estate. These documents grant you the authority to collect and manage the estate’s assets, settle debts, and distribute the inheritance to the rightful beneficiaries. Our expertise ensures this process is completed efficiently and accurately, avoiding unnecessary delays.

Arranging a Funeral

If needed, we can assist with funeral arrangements, helping to coordinate details such as liaising with funeral directors, ensuring wishes are respected, and managing associated costs through the estate. Our support helps alleviate stress during an emotional time, allowing you to focus on honouring your loved one.

Building a Complete Picture of the Estate

We will create a detailed overview of the deceased’s estate by:

  • Valuing Assets: This includes obtaining valuations for property, bank accounts, investments, pensions, and personal belongings.
  • Identifying Liabilities: We’ll collect information about outstanding debts, such as mortgages, loans, credit card balances, and utility bills.

This step is critical in understanding the net value of the estate and fulfilling legal obligations. Accurate valuations are essential for tax calculations and to ensure that distributions are carried out correctly.

Handling Trust Matters

Where trusts arise under the terms of a will or due to intestacy, we provide expert advice and management. This may involve:

  • Setting up the trust.
  • Ensuring compliance with legal and tax requirements.
  • Managing the trust’s assets and distributions.

Our professional assistance helps avoid errors or mismanagement, which can lead to legal complications or disputes.

Settling Tax Affairs

Tax obligations are a key part of estate administration and often require significant attention to detail. Our team will:

  • Complete Inheritance Tax (IHT) Forms: This includes preparing and submitting forms such as IHT205 or IHT400, depending on the estate’s complexity and value. We ensure that all allowable exemptions and reliefs, such as spouse exemptions or business property relief, are applied to minimise the tax burden.
  • Calculate and Settle Outstanding Tax: We’ll manage any unpaid income tax, capital gains tax, or inheritance tax due from the estate up to the date of death.
  • Administration Period Tax Returns: During the administration period, we’ll calculate and settle taxes on any income or gains generated by the estate.

Our professional service ensures compliance with HMRC requirements, avoids penalties for late or incorrect submissions, and can save both time and money.

Preparing Estate Accounts

Estate accounts are a crucial part of the probate process, providing a transparent and comprehensive record of all financial transactions. Our team will prepare detailed estate accounts that include:

  • A summary of all assets and liabilities.
  • A record of income generated and expenses paid during the administration period.
  • A final breakdown of distributions to beneficiaries.

Accurate estate accounts are not only a legal requirement but also essential for maintaining trust and clarity among beneficiaries. Our expertise ensures that the accounts are meticulous, reducing the risk of disputes and protecting executors from claims of negligence. By entrusting us with this task, you can save significant time and ensure that all legal and financial responsibilities are met.

Settling Liabilities

We will identify and settle all outstanding debts, such as funeral expenses, mortgages, loans, and unpaid utility bills, ensuring compliance with the law. Our professional approach ensures liabilities are paid in the correct order of priority, protecting you from potential challenges by creditors.

Distributing the Estate

Once all liabilities have been resolved, we will manage the distribution of the estate in accordance with the terms of the will or, in the absence of a will, the rules of intestacy. This includes:

  • Ensuring beneficiaries receive their entitlement promptly and accurately.
  • Providing clarity and transparency throughout the process to avoid misunderstandings or disputes.

Why Choose TLS Solicitors?

With our professional support, you can rely on:

  • Expert Knowledge: Our team understands the complexities of probate law and estate administration, ensuring every aspect is handled correctly.
  • Time-Saving Efficiency: Our streamlined processes and proactive approach reduce delays, saving you valuable time and effort.
  • Risk Mitigation: With our guidance, you can avoid errors, penalties, and potential disputes, giving you peace of mind during this sensitive period.
  • Compassionate Support: We provide clear, empathetic advice tailored to your needs, ensuring you feel supported throughout the process.

At TLS Solicitors, we take pride in delivering a professional and compassionate service that helps you navigate the complexities of estate administration with confidence. Contact us today to discuss your needs, and let us help you manage your loved one’s estate with care and efficiency.

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info@tls-solicitors.co.uk
·  Mon – Fri 09:00-17:00

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