Probate Case Study – Executors in New Zealand and UK

26 January 2018

Client Situation

Our Probate Solicitors were instructed by the two named Executors in their late mother’s Will. One of the Executors lives in New Zealand, and the other in the UK. We took our instruction shortly after their mother passed away, and before the funeral took place as both Executors were in the UK during this time.

With our Probate Complete Service we take full responsibility for obtaining Grant of Probate and dealing with the Legal, Tax (not VAT), Property and Estate Administration affairs*.

How We Helped

The Executors had already notified a number of organisations of their mother’s death and they knew the scope of their mother’s financial assets. In order to avoid the delays and risks associated with original documents being posted to New Zealand, we expedited an Estimated Grant Application to be submitted to the Probate Registry (Court).

We posted the Grant Application documents to the acting Executors seven days after initially taking our instruction, along with the forms required to close their late mothers’ bank accounts. The Executors were able to swear an Oath regarding these papers with a local Solicitor before the New Zealand based Executor flew back home. By doing this, it allowed us to obtain the Grant of Probate in the Executor’s names within one month.

We maintained regular communications with both Executors to ensure they were kept fully up to date with the progress. When other forms required completion, these were emailed to the Executor in New Zealand to be signed and returned to the Executor in the UK.

The Outcome

Once we were in a position to finalise the Estate, a set of final Estate accounts were securely emailed to the Executor in New Zealand and posted to the Executor in the UK, allowing them to view and approve these, before notifying us to distribute the Estate in accordance with their late mother’s Will.

From outside the UK call 44 161 855 8357 Monday - Friday from 9am - 5:30pm Greenwich Mean Time (GMT).

*We can pay all the costs of a Co-op Funeralcare funeral, providing the Estate has sufficient assets which can be sold in due course to repay our costs.

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