SlideShare a Scribd company logo
info@elselaw.co.uk
EMAIL ELSE ON:
LEGAL SOLUTIONS
FOR YOU AND
YOUR BUSINESS
elselaw.co.uk
VISIT & LEARN MORE ON:
IF YOU WANT TO LEARN MORE?
01283 526 200
CALL ELSE ON:
KEY AREAS OUR SOLICITORS
SPECIALISE IN:
DISPUTE RESOLUTION
COMMERCIAL PROPERTY
EMPLOYMENT LAW
DEBT RECOVERY
BUSINESS SERVICE
INSOLVENCY & BANKRUPTCY
WILLS & PROBATE
SPECIALIST SECTOR
ARRANGE THE FUNERAL
WHAT DO YOU DO AFTER A
LOVED ONE DIES:
REGISTER THE DEATH:
WHAT’S NEXT?
WHO TO CONTACT AND NOTIFY
OF THE DEATH:
THINGS TO ORGANISE
1. Family & Friends
Employer // Health professionals //
Care or support services
Register the
death and receive
the official Death
Certificate
Get the green
form issued by the
registrar for the
funeral director
Get the arrangements agreed with the funeral director and check
for any specific wishes of the deceased within the Will
Complete a ‘Tell us
Once’ doc to inform
all the government
organisations
Find out if there is a
Will. If not, take legal
advice on who
benefits
Make a list of all
assets &
liabilities at
date of death
Complete relevant
inheritance tax
inventory.
If tax to pay-pay it
All this can be quite confusing, but don’t worry Else can help.
For a full list of our services see elselaw.co.uk
2. Financial Institutions
Banks // Private pension //
Credit cards // Any and all others
3. Property & Utilities
Check all properties are secure and
insured // Inform landlords //
Inform mortgage suppliers
4. Government
Department of Work and Pensions if
not done already // HMRC //
Local authority re. Council Tax etc //
DVLA // Passport Agency
5. Others to remember
Redirect post // Clubs // Hobbies
TAKING CONTROL
1. Get oath prepared and
sworn with the original will
This is an application process to enable
you to make decisions concerning the
finances of the estate
2. Receive grant of probate
This is your approval to deal with the
estate details on behalf of the deceased
4. Pay debts
All debts and any expenses should be
settled in full
3. Collect assets &
close accounts
Simply put, this means that you should
sell properties and collect assets, such
as stocks and shares.
5. Prepare estate accounts
This needs to be done in full to ensure
all details are clear and accurate
6. Distribute what’s left in
accordance with the Will or
Rules of Intestacy
Take a moment for yourself
When a loved one dies, it’s a very stressful time... the
complexities of dealing with wills and probate can be
very taxing in addition to your grief.
Here at Else we want to help wherever we can.
We are able to assist at every stage to make the legal
aspects as quick and painless as possible.

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Practical Guide to Wills & Probate

  • 1. info@elselaw.co.uk EMAIL ELSE ON: LEGAL SOLUTIONS FOR YOU AND YOUR BUSINESS elselaw.co.uk VISIT & LEARN MORE ON: IF YOU WANT TO LEARN MORE? 01283 526 200 CALL ELSE ON: KEY AREAS OUR SOLICITORS SPECIALISE IN: DISPUTE RESOLUTION COMMERCIAL PROPERTY EMPLOYMENT LAW DEBT RECOVERY BUSINESS SERVICE INSOLVENCY & BANKRUPTCY WILLS & PROBATE SPECIALIST SECTOR ARRANGE THE FUNERAL WHAT DO YOU DO AFTER A LOVED ONE DIES: REGISTER THE DEATH: WHAT’S NEXT? WHO TO CONTACT AND NOTIFY OF THE DEATH: THINGS TO ORGANISE 1. Family & Friends Employer // Health professionals // Care or support services Register the death and receive the official Death Certificate Get the green form issued by the registrar for the funeral director Get the arrangements agreed with the funeral director and check for any specific wishes of the deceased within the Will Complete a ‘Tell us Once’ doc to inform all the government organisations Find out if there is a Will. If not, take legal advice on who benefits Make a list of all assets & liabilities at date of death Complete relevant inheritance tax inventory. If tax to pay-pay it All this can be quite confusing, but don’t worry Else can help. For a full list of our services see elselaw.co.uk 2. Financial Institutions Banks // Private pension // Credit cards // Any and all others 3. Property & Utilities Check all properties are secure and insured // Inform landlords // Inform mortgage suppliers 4. Government Department of Work and Pensions if not done already // HMRC // Local authority re. Council Tax etc // DVLA // Passport Agency 5. Others to remember Redirect post // Clubs // Hobbies TAKING CONTROL 1. Get oath prepared and sworn with the original will This is an application process to enable you to make decisions concerning the finances of the estate 2. Receive grant of probate This is your approval to deal with the estate details on behalf of the deceased 4. Pay debts All debts and any expenses should be settled in full 3. Collect assets & close accounts Simply put, this means that you should sell properties and collect assets, such as stocks and shares. 5. Prepare estate accounts This needs to be done in full to ensure all details are clear and accurate 6. Distribute what’s left in accordance with the Will or Rules of Intestacy Take a moment for yourself When a loved one dies, it’s a very stressful time... the complexities of dealing with wills and probate can be very taxing in addition to your grief. Here at Else we want to help wherever we can. We are able to assist at every stage to make the legal aspects as quick and painless as possible.