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Immediately following the death of a person, all their assets, finances and property are effectively “frozen”. Any empty property should be secured, and the insurers notified that it is unoccupied whilst any valuables should be protected. Answers will also be required to the following questions:

  • Is there a Will?
  • If so, where is the original and who are the Executors?
  • If there is no Will, who is entitled to administer the estate?

Except in the cases of couples who held everything in joint names or small estates (which can sometimes be administered without formality) the administration of the estate cannot proceed until the persons entitled to administer the estate (known as the Personal Representatives or PRs, namely the Executors named in the Will or, in absence of a Will, the Administrators) have proved their right to act on behalf of the estate. They do this by making an application for and obtaining a formal Grant of Representation, which can take the form of either a Grant of Probate or a Grant of Letters of Administration.

Our probate, wills and trusts department in both Cardiff and Penarth offices can assist executors with arranging valuations of all the deceased’s property, apply for a Grant of Probate and that the estate is distributed in accordance with the terms of the Will. 

Our team will ensure that the estate is dealt with as speedily and efficiently as possible and advise on maximising the tax position by way of Deed of Variation. If the deceased left no Will we can advise on intestacy and obtain Letters of Administration.

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