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Page 1: Practical Guide to Wills & Probate

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LEGAL SOLUTIONS FOR YOU AND YOUR BUSINESS

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IF YOU WANT TO LEARN MORE?

01283 526 200CALL ELSE ON:

KEY AREAS OUR SOLICITORS SPECIALISE IN:

DISPUTE RESOLUTION

COMMERCIAL PROPERTY

EMPLOYMENT LAW

DEBT RECOVERY

BUSINESS SERVICE

INSOLVENCY & BANKRUPTCY

WILLS & PROBATE

SPECIALIST SECTOR

ARRANGE THE FUNERAL

WHAT DO YOU DO AFTER ALOVED ONE DIES:

REGISTER THE DEATH:

WHAT’S NEXT?

WHO TO CONTACT AND NOTIFYOF THE DEATH:

THINGS TO ORGANISE

1. Family & FriendsEmployer // Health professionals // Care or support services

Register the death and receive the official Death

Certificate

Get the green form issued by the

registrar for the funeral director

Get the arrangements agreed with the funeral director and check for any specific wishes of the deceased within the Will

Complete a ‘Tell us Once’ doc to informall the government

organisations

Find out if there is a Will. If not, take legal

advice on who benefits

Make a list of all assets &

liabilities at date of death

Complete relevant inheritance tax

inventory.If tax to pay-pay it

All this can be quite confusing, but don’t worry Else can help.For a full list of our services see elselaw.co.uk

2. Financial InstitutionsBanks // Private pension // Credit cards // Any and all others

3. Property & UtilitiesCheck all properties are secure and insured // Inform landlords // Inform mortgage suppliers

4. GovernmentDepartment of Work and Pensions if not done already // HMRC // Local authority re. Council Tax etc // DVLA // Passport Agency

5. Others to rememberRedirect post // Clubs // Hobbies

TAKING CONTROL

1. Get oath prepared and sworn with the original willThis is an application process to enable you to make decisions concerning the finances of the estate

2. Receive grant of probateThis is your approval to deal with the estate details on behalf of the deceased

4. Pay debtsAll debts and any expenses should be settled in full

3. Collect assets & close accountsSimply put, this means that you should sell properties and collect assets, such as stocks and shares.

5. Prepare estate accountsThis needs to be done in full to ensure all details are clear and accurate

6. Distribute what’s left in accordance with the Will or Rules of Intestacy

Take a moment for yourselfWhen a loved one dies, it’s a very stressful time... the complexities of dealing with wills and probate can be

very taxing in addition to your grief.

Here at Else we want to help wherever we can. We are able to assist at every stage to make the legal

aspects as quick and painless as possible.