Grant of Probate Forms

10 May 2023

Losing a loved one can be an incredibly difficult time for family and close friends. Knowing what steps you need to take in order to administer the deceased’s estate can feel overwhelming at an already challenging time.

The Client

In this case, we were instructed by a deceased’s daughter to assist in extracting the grant of probate. The client was overwhelmed by the amount of information she was required to produce, so the team agreed to go through the paperwork with her.

The Challenge

Inheritance Tax (IHT) forms can be extremely complicated documents. Along with the standard forms which apply to the probate process, there are many schedules and statements that need to be drafted to go along with the application.
In estates where there are a lot of different assets, there can be over 50 pages of forms to fill in to complete and application.

The Solution

Our client provided us with information about the deceased’s assets and we began to fill in the forms for her. Our usual process is to post out the forms for the client to check and sign but in this case, there were too many schedules to go with the forms. It would have been too overwhelming to post the documents to the client.

We therefore organised for the client to come into the office so we could go through the application, explaining each form and schedule. The team clarified how each document relates to this specific application and addressed any queries she has as they came up.
Following this meeting, the client understood all of the forms and the process of making the application. She was happy to sign there and then to expedite the process. We also assisted her in settling the inheritance tax owed so she was confident that payment was being made correctly.

The Outcome

The client emailed following the visit saying how she appreciated the time that was given in helping her to understand the documents and that she was now clear about the process and steps going forwards.

At ZEDRA we can help you navigate what do to when someone dies, support you as an Executor or assist individual Executors and Administrators as they navigate the process of probate.

We go the extra mile to support families through extremely difficult situations, so they can focus on remembering their loved ones and deal with the more personal matters like organising the funeral.

To find out more about how we can help you or how we’ve helped others like this, contact our specialist Probate & Estates Team.

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