Probate & Estate Administration For Cater Allen Customers

Our solicitors can help you through Probate and estate administration with a tailored service offering exactly as much help or advice as you need. Cater Allen customers also get an exclusive discount on all our probate and estate administration services.

You may be responsible for administering someone’s estate because you’re named as the executor of their Will. If the deceased didn’t leave a Will and you need to sort out their affairs, you may take responsibility through the rules of intestacy instead.

Either way, that means organising their assets, paying debts and taxes, and distributing what’s left. But first you’ll need to apply for a Grant of Probate if there is a Will or a Grant of Letters of Administration if there isn’t.

Whatever your situation, our solicitors are here for you. As a Cater Allen customer you can get discounted help with:

  • Grant of Probate only – You’ll need to apply for this document if you want to administer the estate yourself. We’ll guide you through the probate process and completion of any necessary inheritance tax returns.
  • Estate administration service – We can relieve the burden on you and help with as much or as little of the administration work as you want. That could include:
    • Applying for a Grant of Probate
    • Investigating and valuing the estate
    • Collecting estate funds
    • Filling out income and inheritance tax returns and paying any tax due
    • Paying creditors
    • Selling or transferring ownership of property
    • Distributing funds and assets according to the Will
    • Managing any Trusts in the Will.

Our Probate lawyers can assist with as much or as little of the process as you like. We can simply get a Grant of Probate for you, or you can pass all of your executor duties on to us, or something in-between.

 We can also advise on estate administration if someone close to you has died without a Will.

 Our large team of Probate solicitors, based around the country, have helped thousands of people manage their loved ones’ estates. We’ll guide you through Probate as quickly and easily as possible, supporting you in your role as executor to handle the deceased’s estate as they wished.

We work closely with our in-house tax, property and family law experts to give comprehensive advice on all legal issues that can arise during Probate. We also have extensive experience advising on international wealth management, trusts, and high value property transactions.

Call us on 0333 0100 352 to learn more about how we can help and how to claim your Cater Allen discount.

Your case will be handled by our team of experts. Our legally-qualified team of senior associates, associates and solicitors are supervised by a Partner, and supported by expert paralegals and legal assistants with 5 to 15 years of experience.

To ensure you are clear on the service you'll receive and the price you can expect, please take a look at our prices.

Discount for Cater Allen customers
Experienced and knowledgeable probate solicitors
Flexible service – exactly as much support as you need
Integrated tax, family, and property law advice

0333 0100 352

Or we can call you back at a time of your choice

Phone lines are open 24/7, 365 days a year

Frequently Asked Questions

Can You Help With Probate Disputes?

If a loved one’s estate is not being managed properly, we can help you contest the will. Our specialist solicitors are experts at resolving disputes, including:

We can also help you contest the estate if there is no Will and you want to challenge how the estate has been divided up. A person’s legacy is a significant thing and it’s important to know that it’s being handled in a way that’s fair to those inheriting and doesn’t damage its value.

Estates can be very complicated, especially when there are multiple properties or international assets involved. Complex wealth structures incorporating trusts or rural estates can also present unique challenges.

Our team is the largest in the country and is experienced at dealing with disputes of all shapes and sizes. We have the expertise to help, whatever the nature of your dispute, whether you’re making a contentious probate claim or defending one.

What Is Probate? What Is A Grant Of Probate?

The word ‘probate’ is often used to refer to the entire process of administering a dead person’s estate. This involves organising their money, assets and possessions and distributing them as the will instructs – after paying any taxes and debts.

More specifically, a Grant of Probate is a legal document that confirms someone as the executor of an estate. This document gives them the authority to deal with the deceased’s assets.

If you have been named as someone’s executor in their Will, you need to apply for a Grant of Probate before you can begin administering their estate as per their instructions.

Read more about Probate and how it works.

How Does The Probate Process Work?

Every estate and every Will is different. The exact probate process can vary depending on the instructions left in the Will and the assets, creditors, and beneficiaries the estate has. The basic process for an executor is:

  1. Gather the full details of the estate’s assets and debts
  2. Apply for Grant of Probate (permission to administer the estate and pass out inheritance)
  3. Complete an inheritance tax return and pay any tax due
  4. You receive a Grant of Probate
  5. Repay any of the deceased’s outstanding debts
  6. Distribute the rest of the estate according to the instructions left in the Will.

Probate can also be complicated if there are any disputes between the executor, beneficiaries, creditors, or HMRC. Our solicitors can advise on or help with any stage of the probate process. We can help if disputes are stopping you from making progress or can even take over your duties as executor entirely.

Read more about the Probate Process

Awards & Accreditations

We're always proud to be recognised for the work we do for our clients and have been named as a leading firm in the latest legal guides - which provide information and recommendations about lawyers and law firms in the UK.

Private Client Team of the Year - Legal Business Awards 2018
The Times Best Law Firms 2019
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legal-500-2019

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