WHAT HAPPENS ONCE WE ARE APPOINTED?

One point of contact

Once we are appointed, you will have your own dedicated Case Manager who will assume responsibility for managing every aspect of Estate Administration.  They will have all the facts at their fingertips and will keep you fully informed, in a clear no-nonsense manner, throughout the process.

You can also track the progress of your case anytime you like through INSIGHT - our online client information service. 

No unpleasant financial surprises

We are so confident in our expertise and processes that we always quote a fixed and all-inclusive fee at the outset. No matter how complex the Probate process may become (and providing all the information given to us is complete and correct) we guarantee that our fee will remain the same.

You can call your Case Manager however often you like, without the fear of a ‘ticking meter’ for our time.

A comprehensive service

Having established the Estate’s assets and liabilities and obtained a Grant of Probate, we will then distribute the balance of the assets in line with the Will. Once Probate has been completed we will provide full estate accounts - interim accounts are available at any stage.

As Professional Executors, we provide a guarantee that all the Executor’s legal and financial liabilities will be met. This guarantee is underwritten with Professional Indemnity Insurance. If a property or properties need to be sold, we will handle the whole transaction to get the best price, as well as minimise any associated fees.

More about our comprehensive service