Probate
Affordable Probate Support
Balance Consultancy now offers professional probate services from just £499. Contact us to learn how we can support you during what is often a difficult and emotional time.
When someone dies, they can no longer manage their financial affairs. A legal process is therefore required to appoint a person who has the authority to finalise their matters.
Some key terms explained in simple language:
The person who has died is referred to as the deceased
Their remaining financial matters are known as the estate
The person responsible for handling the estate is the personal representative
The legal document confirming their authority is the Grant of Representation
This grant is issued by the Probate Registry, which is part of the High Court. The process of obtaining this document is commonly known as probate.
If someone dies without leaving a will, they are described as having died intestate. In these cases, a Letter of Administration must be issued instead of a Grant of Probate.
The Probate Process Explained
Administering an estate usually involves three main stages:
- Collecting financial information – Gathering details of all assets and debts belonging to the deceased.
- Preparing legal and tax documentation – Completing statutory tax returns and submitting the application to the Probate Registry to obtain the legal authority to administer the estate.
- Finalising the estate – Collecting assets, paying outstanding debts and expenses, and distributing the estate to the beneficiaries.
Balance Consultancy can guide you through every step of this process, providing clear advice and practical support from start to finish.