A Guide to Probate & Estate Administration
(265.49 KB)
Probate & Estate Administration – The Intestacy Rules
(224.67 KB)
Probate & Estate Administration – How Can We Help?
(207.89 KB)
Probate & Estate Administration – Glossary of Terms
(228.63 KB)

What is probate?

Probate and estate administration is a legal and financial process, which happens after someone has died.  It can be a very complicated and lengthy procedure to complete.  To help explain the process and the legal and financial terms used, please click on our “Guide to Probate” helpsheet

Probate is a generic term used to refer to the process of dealing with the estate of a deceased person.  The people who are legally entitled to deal with the estate of the person who has died are known as “personal representatives”.

If there is a will and it names executors, who are willing and able to act, they become the personal representatives.  They will need to obtain a grant of probate from the Probate Registry, which will enable them to fulfil their duties.

If there are no executors willing or able to act, or if there is no will, the personal representatives will be called “administrators”, and they will need to obtain a “grant of letters of administration” which gives them authority to act.

The probate process ensures that the relevant taxes are calculated and paid, money owing to creditors is paid and owed by debtors is collected, and, if a will has been made, the deceased’s remaining assets are distributed to the beneficiaries in accordance with his or her wishes.

How can we help?

Having to deal with the responsibility of the legal and financial aspects of a bereavement during what is already a particularly stressful and emotional time can be difficult.

Whilst you can undertake the probate and estate administration process yourself, this can be time-consuming and, at times, complex.

At Charter Tax, we are licenced to carry out probate and estate administration work and are fully qualified and experienced in handling the process for you.  We understand that losing a loved one is a difficult time for family and friends.  You can be confident that we will provide a compassionate, confidential and personal service, taking as much of the administrative burden away from you as possible.

Associated areas where we can help

In addition to probate and estate administration services, we can also help you and your family with the following related areas:

  • Estate planning
  • Executorships
  • Financial planning
  • Inheritance tax planning
  • Retirement planning
  • Trusts planning and administration


Contact us

If you would like to have an initial discussion with us, at no cost to you, about how we can help, please contact Mark Howard at or Jane Hodge at or call us on 01580 313108.

For more information, contact:

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