Probate

Making Sure Your Legal Duties

Are Fulfilled

The loss of a family member, friend or someone close can be a difficult time. If you have been named as an executor for someone’s estate, you will have the legal responsibility to distribute their estate in line with their wishes. 

If you are not a financial expert, but have been asked to act as an executor for someone’s estate, you may find probate confusing. You may not know how much tax there is to be paid, or may be unsure over your duties concerning the distribution of their assets or simply might not feel ready to deal with the complexities of administering an estate.  

The probate process can vary in length depending on the complexity of the estate. It can be hard dealing with banks, pension companies and HMRC at the best of times, let alone when you are grieving. As an executor, you could be personally held liable for any mistakes such as:

·       Not fully accounting for all assets and debts of the deceased

·       Distributing the inheritance incorrectly

·       Paying the wrong amount of tax

·       Errors and delays in the submission of official documents

We recognise that immediately after a death, simple but practical advice is needed to avoid problems occurring or unwise action being taken.

That’s why we have developed the Sure Wealth Assisted Probate Service, providing executors and trustees with the best support and expertise the whole way through the estate administration process. We will be holding your hand every step of the way through what can be a difficult time.

We provide you with all the advice you need to be able to discharge your duties effectively – and to ensure the estate is processed as smoothly as possible.

What's more, given our extensive experience in estate planning and inheritance tax mitigation, the solutions we can recommend often go on to generate further tax efficiencies – therefore further preserving the estate for generations to come.

In addition, we provide the whole Assisted Probate Service from start to finish for one simple, easy to understand, fixed fee.