Probate Estate Administration Case Study

The family of the deceased were contacted by our Probate advice and support team following the funeral of a lady we shall refer to as Mrs B.

Details of Mrs. B's estate were discussed with the family and advice was given on the process of administering an estate. The family wanted to know more about the Probate services offered by Co-op Legal Services.

The family were advised that however they chose to deal with the estate, the deceased’s original Will would be needed from their Solicitors. They were given the information required to obtain the release of the Will

After consideration with the family of the deceased, the Executors decided they would like professional assistance with the estate administration.

A meeting was booked at a time and location convenient with the family for one of our Probate Consultants to meet with them to review the estate and provide a fixed fee Probate quote for the work required.

The meeting was attended and the details of the estate obtained by our Probate Consultant who discussed the full estate administration process. Our Probate Consultant also answered questions about the process of administering an estate and provided a fixed fee quote for the work required.

The family discussed matters and gave consideration to quotes they had received from other probate service providers. They chose to use Co-op Legal Services which offered them a clear fixed fee with details of the known disbursements that would be incurred and no hidden extras. Something they had not come across with other providers who met with them.

Whilst the paperwork was being collected and sent into the office, the Executors had access to our Probate support line where they explained further about payment of the funeral invoice, out of pocket expenses which family members had incurred and when other debts of the estate would be settled.

The papers for the estate were received at Co-op Legal Services and on the day of receipt we contacted the family to advise that all the paperwork had arrived with us.

A legal check was undertaken to ensure that all aspects of the estate had been captured and identify any particular complexities that needed to be dealt with by the Probate Case Handler. A dedicated Probate Case Handler contacted the Executors and outlined the initial work that would be carried on their behalf.

A thorough undertaking of the estate was completed over several months, including dealing with the unclaimed assets register, drafting of a Lasting Power of Attorney, the completion of Inheritance Tax (IHT) forms and the conveyancing involved in selling the property. Assets were encashed and liabilities settled within three months.

To allow the estate to consider interim payments to the beneficiaries, Indemnities were drafted to cover any claims that may be made pursuant to the Inheritance Provision for Family and Dependants Act 1975 during the 6 months from the Grant of Representation having been issued by the Court and sent to all residuary beneficiaries of the estate. Interim distributions to the beneficiaries were made in the middle of the fourth month pending the sale of the deceased’s house.

The Probate Case Handler (Charlotte) continued to liaise with the conveyancers and update the family of the final stages of the estate administration. The house sale completed in the sixth month and final meter reading provided the utility providers. Their invoices were settled and estate accounts finalised for the Executors to approve. Following approval of the estate accounts final distribution of the estate was made in the sixth month. The Executor was impressed with the service offered by Co-op Legal Services and chose to also use our Will writing service.

A testimonial letter was later received by Co-op Legal Services:

"I would like to take this opportunity to place on record, my sincere appreciation in recognising Charlotte’s handling of my late Mother’s estate and affairs.

She has without question, always been extremely helpful in her approach to me and thoroughly professional as to the conduct of the Estate. The process has meant that I have been assured that, at every step, it has been managed in a very efficient and pleasing manner."

For free initial advice call our Probate team on 0333 331 4262 or contact us online and we will help you.

Many of our Probate Solicitors and Probate Case Handlers are members of the Society of Trusts and Estate Practitioners (STEP). All STEP members are subject to an extensive Code of Professional Conduct, requiring them at all times to act with integrity and in a manner that inspires the confidence, respect and trust of their clients and of the wider community.

Probate Solicitors and Local Probate Consultants are available in England and Wales only for customers using our Probate Complete Service.

Co-op Legal Services are one of the largest providers of Probate and Estate Administration services in England and Wales.

Customer Satisfaction

4.4 stars out of 5 for Customer Satisfaction Rating

4.4 stars based on 3,864 Independent Surveys

Call 01618558359

...thank you for all your help….You were both kind and considerate in answering any questions that I needed to be answered and kept me informed of what was taking place….You are a credit to your team… S.P, Bristol
More Testimonials