jdhsolicitors
jdhsolicitors

Expert Guidance Through Probate

A grant of probate confirms the authority of the executor to administer the estate of someone who has died, which includes tidying up their affairs and distributing their assets to their heirs.

Before you’re able to deal with the deceased person’s assets – such as their bank accounts – you’ll need to obtain legal authority to act. In England, Wales and Northern Ireland this is called a grant of probate;

In the vast majority of cases, you’ll need to obtain a grant of probate to act as the executor of someone’s estate.

You may not need a grant of probate if the estate is worth less than £10,000, or if the deceased owned everything jointly with someone else, so that the ownership transferred on their death.

You will need to go through the deceased’s papers and bank statements to establish their assets and liabilities, and find records of any other accounts they hold.

For some estates, this is straightforward, but others are far more complex, with multiple investments, properties and personal belongings to consider.

You’ll need to contact the following institutions:

  • banks, in relation to cash assets and accounts
  • lenders, including for mortgages, credit cards and any loans
  • fund managers or stockbrokers
  • pension providers
  • the local government in relation to outstanding council tax
  • the Department for Work and Pensions
  • HMRC in relation to outstanding tax.

For each financial institution that the deceased had an account with, you’ll need to send them a certified copy of the death certificate and ask for a final statement.

Most assets will then be frozen until a grant of probate has been obtained.

Why Choose JDH Solicitors for Probate?

  • Experience and Expertise: Our team has extensive experience handling a wide range of probate matters.
  • Compassionate Support: We understand the emotional toll probate can take. We’ll provide sensitive and supportive guidance throughout the process.
  • Clear Communication: We’ll keep you informed at every stage and explain complex legal matters in plain English.
  • Cost-Effective Solutions: We offer competitive fees and will work to ensure the probate process is completed as efficiently as possible.

Contact Us Today

If you’re dealing with the loss of a loved one and require assistance with probate, please contact JDH Solicitors today. We offer a no-obligation consultation to discuss your situation and answer any questions you may have.

Let JDH Solicitors help you navigate probate with confidence and peace of mind

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