How FJG Can Help
If you are appointed an executor of a Will or if you are the person entitled to extract a Grant in an intestacy, then this can be quite a daunting experience which can involve a great deal of your time.
If the estate is substantial, you may find you have to complete an Inland Revenue Account and raise Inheritance Tax before you can obtain a Grant. You will need to obtain probate valuations of all the assets at the date of death which could involve instructing an Estate Agent to value property and Stockbrokers to value shares. You will also need to finalise the income tax affairs of the person who has died.
Sometimes there are beneficaries in the Will who have moved away (or perhaps there is no address in the Will for them) and there could be problems tracing them.
We can help by acting for you. We will arrange all the necessary valuations, complete all accounts and documents to lead to the Grant. We will arrange closure of Bank accounts, sale of shares and property. We are able to instruct genealogists to trace missing beneficiaries and, ultimately, we will pay out any legacies in the Will and what is left to the residuary beneficiaries.
For further information contact Kate Wombwell on 01206 578282 or Richard Hildrow on 01206 578282 or email privateclient@fjg.co.uk