Probate and Estate Administration

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At Donn & Co we understand that the loss of a loved one can leave those left behind

feeling extremely upset, anxious and confused.

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We strive to offer a caring and sympathetic but practical service when administering an estate after

death. We can establish whether it is necessary to obtain a Grant of Probate or Letters of Administration

to allow assets to be collected and distributed in accordance with the wishes of the deceased.

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At Donn & Co we are happy to deal with as much or little of the administration as you need.

Partners of the firm are willing to accept appointment as executors, or we will work with the

executors appointed by the Will or the administrators of the estate where the deceased did

not leave a Will.

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Typically the administration of an estate will involve:

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• Locate and read through the will (if there is one)

• Collect details of the assets of the estate, including date of death valuations 

• Complete and submit the Inheritance Tax Forms

• Apply for the Grant of Probate or Letters of Administration

• Collect in the assets

• Pay any inheritance tax owed and settle liabilities

• Pay out gifts in accordance with will

• Distribute remaining assets

• Prepare and provide estate accounts

• Maintain full records

• Advise executors about powers and responsibilities

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At Donn & Co we will provide you with an estimate of the total cost of the administration of the estate at the outset. At Donn & Co our policy is to charge only for the work carried out. We do not charge a percentage of the estate on top of any fees.

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To find out more, call us today on 01952 825050 or email info@donnandco.com