Probate services

What is probate?

If you are based in South Wales, we can help you apply for by using our probate services. Probate is the process of applying for the legal right to deal with deceased’s estate. When a person makes a Will, they usually appoint an executor(s) to deal with their estate when they die.

An executor is the person, or persons, who has the responsibility to administer the estate according to the deceased last wishes and Will. This includes collecting all the deceased`s assets and possessions and paying all their liabilities including Inheritance Tax if applicable.

Obtaining a Grant of Probate

Most institutions such as Banks and Building Societies will require proof that the executor has the legal right to deal with the estate and will ask for what is known as “the Grant of Probate” before they will release the funds they are holding for the deceased. This of course provides protection and safeguards both for the executor and financial institutions against fraud and any future legal claims.

Once the grant has been obtained which takes on average 4-8 weeks then the executor can set about realising all the assets held by the deceased, pay any liabilities eg: Tax and Funeral costs deal with any property matters arising and administer the estate as set out in the Will.

Probate services in Cardiff and South WalesProbate Services

As part of our probate services we can help you apply for probate through the correct channels, guiding you through the process and assisting with the necessary parts to avoid delays, making sure we have the correct information from you at all times.

With offices based in Cardiff, Bridgend, Pontypridd and Pontyclun, we’ve helped people just like you across South Wales, with all of our knowledge, care and intuition being key to making the probate process as painless as possible. Contact us today to find out more about our probate services.

Wills and probate Cardiff

We’re excited to find out what we can do for you. Be it a dedicated service or a general inquiry, let’s chat and find out what the next steps are for you.

Institute of Chartered Accountants in England and Wales
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British Estates Succession and Trust Practitioners – the ‘BEST
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The National Will Register