Ellen Lambert
Partner, Private Client


Estate administration

Estate administration


Ellen Lambert
Partner, Private Client


Estate administration

The process of administering an estate can include some or all of the following:

  • registering the death and organising the funeral
  • identifying and valuing the assets and liabilities of the estate
  • finding all the beneficiaries named in the Will or, those that benefit under intestacy rules, if there is no Will
  • correctly calculating and arranging for payment of any inheritance tax, capital gains tax or income tax liabilities arising on death or during the administration period, including submitting the appropriate tax returns
  • applying for a grant of representation to the Probate Registry (by the executors or administrators)
  • encashing assets and paying all liabilities and estate administration expenses
  • paying all legacies, including interest where it applies
  • preparing estate accounts
  • transferring property or distributing assets to the beneficiaries or to the trustees where the Will contains trust provisions

If you are an executor, the amount of help you want or need to administer an estate will depend on a number of factors, from the complexity of the estate to the time you have available to perform your duties.

Things could be very straightforward, and you may need nothing more than some initial advice or help to obtain the grant of representation.

Alternatively, you may want to hand over the entire process of administering the estate from start to finish.

We can help with as much, or as little, as you need.

We can also advise on additional aspects, such as post-death variations of a Will, the intestacy rules, or disclaimers where beneficiaries do not wish to receive the assets they’ve been left.

Ellen Lambert, Associate, Team Leader, Private ClientFor more information on estate administration and to start a conversation on how we can help you please contact Ellen Lambert, Partner, Private Client.

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