Estate administration timeline
Estate administration process may vary depending on the estate
With a range of expert services that span the entire estate administration process, our seamless, professional assistance will ensure you more than meet your clients’ needs. The timeline below details our range of specialist services to assist throughout the estate administration process.
Ascertain entitled beneficiaries
• FamilyChecker™ and reconstructing family trees
• Administrator search service (if no known kin)
• Missing beneficiary service – trace missing heirs
• Docusearch service (key documents obtained, e.g. birth,
marriage, civil partnership, death)
• Probate valuations and verification
Identify, value & secure assets
• Share valuation service (UK shares verified, valued and sold)
• DocuSearch service (key documents obtained, e.g. birth,
marriage, civil partnership, death)
• Overseas asset valuation (key documents obtained, e.g. birth,
marriage, civil partnership, death)
• Probate valuation and verification
Pay Inheritance Tax (if due)
• Nil-rate Band Pack – all documents needed to transfer unused Inheritance Tax exemptions
Apply for Grant of Representation or reseal Grant (if needed)
• Overseas Grants of Probate service (Grants re-sealed around the world)
• DocuSearch service (key documents obtained, e.g. birth, marriage, civil partnership, death)
Receive Grant of Representation
Gather in assets (UK & overseas)
• Repatriation of bank account funds
• Verification and repatriation of shares and other assets
• Grants re-sealed around the world
• Medallion Signature Guarantee stamps
• Obtaining tax clearance to deal with US assets (Federal Transfer Certificate)
• Reclaiming funds passed to the State (escheatment)
• DocuSearch Service (key documents obtained, e.g. birth, marriage, civil partnership, death)
