Estate Administration

The period immediately after a person dies is often a distressing and confusing time. Along with making the funeral arrangements, the family then has to face the prospect of administering the estate.

Financial institutions and other organisations will usually only release funds when they have a formal Grant of Representation appointing Personal Representatives to deal with the estate. This is a Court order issued to the Executor (if there is a Will) or the Administrator (in the case of an intestacy).

If you have been appointed as a Personal Representative you will have a duty to collect in and protect the assets of the deceased. You must make enquiries about the deceased’s assets, debts and their financial position and will be responsible for ensuring that the terms of the Will or the statutory rules relating to intestacy are properly carried out. You must also make sure the necessary formalities are completed with HM Revenue & Customs and ensure any tax due is paid.

A Personal Representative who fails to discharge their duties properly will be accountable for any financial loss that occurs. They may also face criminal sanctions.

We have a very experienced team who are expert in dealing with the complexities of estate administration, including assets located abroad. We can also assist in minimising Inheritance Tax, even after someone has died, or advise where a dispute has arisen.

“Sprake & Kingsley” & “Sprake & Kingsley Solicitors” are trading names of Sprake & Kingsley LLP, a limited liability partnership registered in England and Wales (LLP Number OC422486) whose registered office is 16 Broad Street, Bungay, NR35 1EN. A list of the members is available for inspection at the registered address together with a list of those non-members who are designated as Partners. We use the word “Partner” to refer to a member of the LLP or an employee with equivalent standing and qualification.
The firm, its solicitors and all fee earners are only qualified to advise on English Law within the jurisdiction of England & Wales
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