Executry Services

When

someone

dies

the

immediate

concern

is

registering

the

Death

and

organising

the

Funeral.

We

can

help

you

with

all

of

this

as

well

as

dealing

with all the formalities of administering the Estate.

We know it can be a very stressful time for all concerned, and our Executry Service allows you to choose how much and what you might wish to attend to and what you need us to do. Once the Funeral has been organised, there are also certain practicalities which have to be attended to. The estate of the deceased (their assets and monies) will need to be administered and distributed by the executors of the estate in accordance with the deceased’s Will, if there is a valid Will. If there is no Will then an executor (normally a family member) requires to be appointed through the Sheriff Court. To be able to administer the estate in most cases the executors have to obtain Confirmation from the Sheriff Court in Scotland. Estate administration can be time consuming and complicated and our professional staff are well experienced in dealing with all sizes of estates. There are four main stages in the administration of an estate where no Inheritance tax is payable:

• Obtaining information – all the assets and belongings of the deceased, including any debts, require to be investigated and valuations obtained where applicable. • Preparation of the Inventory of all assets for the executors approval prior to submission to the Sheriff Court to obtain Confirmation (known as Probate in England). At the moment only a solicitor can obtain confirmation. • Ingathering the assets, closing accounts, cashing in policies and paying debts • Distribution of the assets to the beneficiaries – including organising for any sale or transfer of property

We can help you create the Will that best suits your needs and circumstances, or we can review your existing Will to see that it still reflects your wishes. It is important to review your Will regularly.