Private Client Estate Administration Services Quote Calculator

Please use this calculator to estimate the costs you can expect to pay for our Estate Administration Services.

Please contact a member of the Private Client team on 0333 987 5500

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ADMINISTRATION SERVICE

What does this service include?

Firstly, this includes the matters listed in the bullet points under the Grant Only Service.

In addition, we will undertake the general estate administration on behalf of the personal representative(s) of the estate. This will include:

  • liaising with relevant third party financial institutions to ascertain the assets and liabilities of the estate;
  • collecting in the estate assets;
  • settling the estate liabilities (using the estate assets only);
  • liaising with any beneficiaries of the estate;
  • preparing estate accounts for approval by the personal representative(s); and
  • distributing the estate in accordance with the Will or the intestacy rules as appropriate.

Our role in the estate would not include any of the following matters unless specifically agreed by us with the personal representative(s). We can provide isolated quotes for any of these matters once specific further information about the estate has been provided.

  • Dealing with the deceased’s income tax and capital gains tax reporting in respect of their outstanding lifetime affairs.
  • Dealing with the personal representative(s) income tax and capital gains tax reporting for the estate administration period.
  • Dealing with any claims made by third parties against the estate.
  • Dealing with the sale or transfer of real property.
  • Dealing with the registration with HMRC of any trust created as a result of the death.
  • Administering any trust created as a result of the death.
  • Varying the Will of the deceased or the position left on intestacy.
  • Obtaining a Grant (or equivalent) in any jurisdiction other than England and Wales to enable foreign assets to be administered.