Solicitors with GRIT.
Our client was appointed as executor of a family member’s estate which involved assets held with a major bank, historic care home fees, and engagement with the local authority. The estate also included multiple beneficiaries and pension arrangements requiring careful coordination.
The administration presented a number of sensitivities, including resolving outstanding care costs, securing assets across multiple institutions, and ensuring distributions were carried out accurately and in accordance with the will.
• We worked closely with the executor to manage the process from start to finish, including:
• Handling all correspondence with the care home, local authority and financial institutions
• Securing estate assets and liaising with pension administrators
• Preparing and submitting the probate application
• Advising on the settlement of liabilities and the correct distribution of the estate
• Maintaining clear and consistent communication with beneficiaries
The estate was administered in a controlled and timely manner, with all liabilities resolved and distributions completed without dispute. The executor was able to fulfil their responsibilities with confidence, supported throughout by clear and practical legal advice.
If you have been appointed as an executor and require support with probate or estate administration, our team can guide you through the process with clarity and discretion.
These case studies are anonymised and provided for illustrative purposes only. For advice tailored to your circumstances, please contact our team.
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