How much help do you need?

About

Please confirm the following by selecting Yes, No or Don’t Know.

There are a number of legal and financial requirements that need to be completed when a person dies, this whole process is referred to as "Administering the Estate". If you are responsible for this, you may find yourself having to manage a wide range of legal, financial and administrative tasks, which could include such things as:

• Valuing all of the assets and debts as at the time of death.
• Applying to the Probate Court for your official authorisation to act.
• Selling properties and investments.
• Settling loans, mortgages or other debts.
• Dealing with tax and completing tax forms, such as Income Tax, Inheritance Tax and Capital Gains Tax.
• Providing Estate Accounts to the beneficiaries and the Probate Court.
• Paying out the estate to the correct people.

This can be a complex and onerous task for an individual. We have some free and paid for services found here, which can help Administer an Estate.

There are a number of legal and financial requirements that need to be completed when a person dies, this whole process is referred to as "Administering the Estate". If you are responsible for this, you may find yourself having to manage a wide range of legal, financial and administrative tasks, which could include such things as:

• Valuing all of the assets and debts as at the time of death.
• Applying to the Probate Court for your official authorisation to act.
• Selling properties and investments.
• Settling loans, mortgages or other debts.
• Dealing with tax and completing tax forms, such as Income Tax, Inheritance Tax and Capital Gains Tax.
• Providing Estate Accounts to the beneficiaries and the Probate Court.
• Paying out the estate to the correct people.

This can be a complex and onerous task for an individual. We have some free and paid for services found here, which can help Administer an Estate.

There are a number of legal and financial requirements that need to be completed when a person dies, this whole process is referred to as "Administering the Estate". If the person you are representing is responsible for this, they may find themselves having to manage a wide range of legal, financial and administrative tasks, which could include such things as:

• Valuing all of the assets and debts as at the time of death.
• Applying to the Probate Court for your official authorisation to act.
• Selling properties and investments.
• Settling loans, mortgages or other debts.
• Dealing with tax and completing tax forms, such as Income Tax, Inheritance Tax and Capital Gains Tax.
• Providing Estate Accounts to the beneficiaries and the Probate Court.
• Paying out the estate to the correct people.

This can be a complex and onerous task for an individual. We have some free and paid for services found here, which can help Administer an Estate.

There are a number of legal and financial requirements that need to be completed when a person dies, this whole process is referred to as "Administering the Estate". If the person you are representing is responsible for this, they may find themselves having to manage a wide range of legal, financial and administrative tasks, which could include such things as:

• Valuing all of the assets and debts as at the time of death.
• Applying to the Probate Court for your official authorisation to act.
• Selling properties and investments.
• Settling loans, mortgages or other debts.
• Dealing with tax and completing tax forms, such as Income Tax, Inheritance Tax and Capital Gains Tax.
• Providing Estate Accounts to the beneficiaries and the Probate Court.
• Paying out the estate to the correct people.

This can be a complex and onerous task for an individual. We have some free and paid for services found here, which can help Administer an Estate.

Based on the answers you have given you may need some help or support dealing with the estate. By continuing you are not committed to purchasing anything and can decide how much professional help you would like.

Help and Support

Please be aware that estate administration costs can vary dependent on the size and complexity of the estate.

Contact Details

Professional Advice

Once you have finished and submitted this form, and where you have requested more information, you will be contacted by a Bereavement Adviser who will talk through your options. They will provide you with more information on Administering an Estate, give you tailored advice specific to your situation and go through any queries or concerns you may have.

You can then decide how much help you need, if any, or if you would like to proceed at all.

The choice is yours.

Trust Inheritance will use the information collected in this questionnaire to give support, advice and offer suitable services. Please visit our Privacy Policy here if you would like to find out more about how we use and protect your data.