Death is something no one wants to face or talk about, but sadly it is inevitable. For the loved ones left behind, it is unquestionably the worst time of their lives. After registering the death and holding the funeral, they then have to deal with the paperwork - do you and your loved ones know where all your papers are? are they in an organised state? –If you have answered no to any of these ques
tions then you need EAS. We help individuals, families, solicitors and other professional services firms at one of the most difficult times in life. We make peoples’ lives easier. For Individuals and families:
We recognise that you might be on a tight budget and we offer a two hour review of the papers to give an estimate of the estate. We charge a £90 up front deposit for this and if you decide to use a solicitor to progress the probate application on your behalf, the deposit and final fee for collating and scheduling the estate information, would be paid by the solicitor from the estate funds once probate has been granted. If you don’t have a solicitor or professional adviser, we can recommend one to you. For Solicitors and Accountants, we offer two specific services:
1 Collection, Collation and Scheduling of papers
We collect, collate and schedule the deceased papers on to an easy to use spreadsheet to give an initial indication of the size of the estate. We then return the original papers to the professional who would use this information to work with the estate’s executors to progress the IHT and probate processes. The professional will receive the information promptly and be able to look at clear data and have a good idea of the size of the estate and how to progress it.
2 Pre-Probate Administration
We also offer pre-probate administration support. After collating and scheduling the papers and liaising with the professional, we will work on their behalf, contacting all the relevant institutions, recording their client’s death and obtaining confirmation of the deceased’s investments, shareholdings and account balances. We will then update the spreadsheet and report back to the professional enabling them to progress to the IHT/Probate obtaining process, bringing closure and completion of the process for their client’s family. For Court Appointed Deputies, Care Homes and Financial Advisors:
You may have clients whose assets need scheduling, but the client might lack the capacity to do this themselves. Our collection, collation and scheduling service as shown above would be ideal. We are a flexible, efficient resource to carry out this service for your client.
