The loss of a relative or close friend is a very difficult and emotional time. For those that have the added responsibility of dealing with the estate of that person, they can find the process very daunting. Just the associated paperwork needed for the Probate Court or HMRC can be a trial in itself, and then there is contacting and notifying all of the relevant people about the individual’s death.

If you have been chosen as the person to deal with someone’s estate after their death, then we can help you get to grips with the endless paperwork and what needs to be done by law to make sure your loved one’s wishes are carried out.

Oratto's member lawyers can help and advise you in the following way:

  • Valuations of both assets and liabilities of the deceased
  • Notification of all relevant parties
  • Help with the complicated forms that will need to be completed for HMRC
  • Calculation of the amount of Inheritance Tax that will need to be paid (if applicable);
  • Applications to the Probate Registry for the Grant of Probate which will give you authority to deal with the deceased’s estate;
  • Advice on alternatives which would best accommodate a beneficiary’s needs and in some cases reduce the amount of inheritance tax to be paid;
  • Collection of assets, payment of bills and finally distribution of the estate to the beneficiaries; and
  • Preparation of estate accounts for the beneficiaries.