Every situation is different

We can help guide you through the complex legal maze of winding up an estate after death.

Executries


This is an extremely distressing time for families and friends who may find the process of winding up an estate confusing and upsetting.

Some of the issues we can help you with include:

  • Arranging the funeral
  • Winding up the estate
  • Grant of Confirmation
  • Inheritance tax
  • Valuing the estate

Testate Estate

If the deceased has left a Will then the estate is termed as a Testate Estate. The person or persons named in the Will as the Executor is the person who is responsible for administering the estate. With the wealth of knowledge and experience our solicitors have can allow us to guide you through the legal procedures with the minimum of fuss.

When you come to us after someone has passed away, you’ll get the care, attention and professionalism you would expect from a family run law firm. We will go out of our way to make things as easy as possible for you and are happy to meet wherever suits you best.

Intestate Estate

Where the deceased has left no Will the executry procedure is slightly different.  Where there is no Will the estate is termed as an Intestate Estate.

The first difference in procedure is that as there is no Will therefore, there will be no Executor appointed.  We must therefore apply to the Sheriff Court to obtain an order appointing an Executor.  The Executor in most cases will be the next of kin.

Once the Executor has been appointed the procedure reflects that of a Testate Estate.  In both Testate and Intestate Estates there may be Inheritance Tax to be paid. All Executry estates over a certain level are liable to pay Inheritance Tax. The Inheritance Tax calculation is often very complex.

We hope this outline has been helpful.  If, however, you wish anything clarified please do not hesitate to contact us and we will only be too happy to help.

Dundee 01382 322267 or Forfar 01307 464088

Executries

Protecting your assets

Executries

Making sure all estate claims are identified