Estate administration and Will management

We understand that managing an estate can be complex and emotionally challenging. Our experienced Wills and estates team ensures that a deceased person’s wishes are carried out carefully and thoughtfully. We provide tailored, comprehensive support, from applying for probate and gathering assets to settling debts, resolving disputes, and distributing property.

Comprehensive estate administration services

1. Arrange a family meeting with executors

The first step is to arrange a family meeting with the executors of an estate.

2. Apply for Probate or Letters of Administration

Depending on the value of the assets of the estate, we would then apply for Probate or Letters of Administration to the High Court. To do this we may need a copy of the death certificate, and the executors or administrators required to swear affidavits (sworn statements) and other documentation.

3. Granting of Probate or Letters of Administration

Once Probate or letters of administration have been granted, we can then administer the estate according to the wishes set out in the Will.

4. Administrating the estate

This may include selling assets such as the family home, closing bank accounts, selling shares and arranging for the transfer of ownership of any specific items listed in the Will.

5. Repaying debts

Any debts such as funeral expenses, credit cards, hire purchases, mortgages need to be repaid from the assets of the estate before a distribution can be made to the beneficiaries.

6. Distributing to beneficiaries

Our experts can advise on any circumstances that may arise leading up to distribution

Additional considerations

There are many steps involved, and each situation is different depending on the value of assets, whether or not property is owned jointly, whether any bequests have been made and whether or not a trust is involved.