Losing a loved one can be one of the hardest battles you face, and at a time of grieving it can be difficult to know the first steps you should take. At Lindbloms we can ease this burden with our expert team who have been helping families manage the process of estate administration for over 30 years.
We understand during this difficult time it can feel overwhelming, and can settle the mind to sit down for a face to face consultation. At Lindbloms we understand that time does not always allow for this, and so we have set out the process below to give you head start.
The first steps are to:
- Obtain a copy of a valid Will (if there is one);
- Obtain the death certificate, and;
- Determine what assets and liabilities the deceased has.
A Will contains the named executor(s) who will distribute the assets of the deceased estate.
In some cases an executor, being the person named in the Will to carry out the wishes of the deceased, can settle an estate without a grant of probate, however this is not always the case. For an explanation of probate and the process involved you can read more here.
If there is no valid Will, the deceased is considered intestate, and rather than obtaining a grant of probate, letters of administration are obtained instead and an administrator is appointed.
At Lindbloms we can help with the above, and everything in-between, such as ensuring adequate funds have been allocated for a funeral, winding up the estate and contacting the necessary organisations.
Need advice?
Contact us today to discuss your estate matter.