SWW Conference Insight 2018 | Page 13

Probate Services the promise of a new beginning Full Administration With our full administration service, we will deal with everything on behalf of the clients, from valuing the assets, applying for probate, calling in the assets and preparing estate accounts before eventually distributing them to the named beneficiaries. An individual estate manager will be appointed to each case and will handle the administration throughout. We also deal with setting up any trusts outlined in the Will of the deceased – such as Life Interest/Flexible Life Interest Trust, Nil Rate Band Discretionary Trust etc. Grant Assist Service We also offer an additional Grant Assist Service where clients are able to administer the estate themselves but would just like assistance in obtaining the grant of probate. As part of this service we would value all assets and then prepare the grant application, which would then be sent to the Executors for completion. They would then return the application to us so that we could submit it to the Registry. The Grant of Probate would then be issued in the name of the Executors, which we would forward on to them to allow them to call in the assets and administer the estate themselves. Specialist Estate Manager assigned to your client to undertake the full administration Favourable commissions offered on all probate referrals Contact us: Tel: 01522 581 570 Email: [email protected] Website: www.swwtrust.c o.uk