Estate and probate

Probate is the process of dealing with a deceased individual’s estate, in order to ensure that their property, money and possessions are distributed in accordance with their wishes.

The probate process requires individuals to gather a variety of information relating to the deceased person’s assets.

In addition to keeping various records and accounts, you may also need to correspond with beneficiaries and financial institutions.

At a time of bereavement, Coates and Partners Limited can advise you on what to do when somebody dies. We will deal sympathetically with the administration of the estate, and relieve you of the worry and responsibility of:

  • Obtaining probate valuations
  • Preparing HM Revenue & Customs (HMRC) accounts
  • Applying for probate
  • Settling the debts of the deceased
  • Paying legacies/transferring property
  • Preparing estate accounts.

The advisers here at Coates and Partners Limited will help you to effectively handle probate issues in an efficient and discreet manner.

To discover more about our probate service, please call us.

Licensed by ICAEW to carry out the reserved legal activity of non-contentious probate in England and Wales