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Full Estate Administration

When a loved one passes away there are so many different matters to take care of that administering the estate can be a daunting prospect. We know that dealing with a loss will be a difficult enough time for you and your family, and are here to help by offering a full Estate Administration service, which can deal with every practicality of a loss.

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What is included in Full Estate Administration

A Full Administration would include all of the core elements of an administration such as:

  • Checking the validity of the Will
  • If there is no Will identifying the persons entitled to apply to be appointed legal personal representative and who is entitled to share the estate.
  • Making the application for the grant of probate
  • Collecting assets
  • Paying debts
  • Preparing estate accounts

As well as the following additional items;

  • Collecting belongings from the Hospital, Property or Care Home
  • Obtaining a medical certificate from the Doctor
  • Registering the death with the local Registry office
  • Obtaining the Death Certificate
  • Organising the Funeral. We will try our best to respect all of your loved one’s funeral wishes, including the type of service (burial, cremation, etc.), the location, music and hymns, as well as complying with any religious beliefs. We will also arrange flowers, liaise with the minister to prepare a suitable eulogy, inform friends & family of the funeral and place obituaries in local papers.
  • Making sure any and all properties are secure. This will include arranging insurance and changing locks if necessary.
  • Collecting all paperwork from the property, or any executor and relatives, allowing us to write to all the various companies and organisations they had any dealings with and identify all the assets & liabilities in the estate.
  • Arranging valuations on properties, their contents, and any other assets.
  • Organising for properties to be cleared, and for any gifted items to be delivered to the appropriate beneficiaries.
  • Dealing with the re-homing of any pets.
  • Offering supports and guidance to executors and family members, either through appointments at any of our offices, or direct home visits.
  • Arranging re-direction of post
  • Preparing ‘Trustee Act Notices’. These protect executors against any unknown creditors, who may come forward an attempt to state a claim on the estate.
  • Liaise with all organisations that your loved one had dealings with, such as service providers, cancelling any appointments, etc.
  • Arrange for the property to be properly maintained if it is unoccupied. If necessary, we can organise cleaners and gardeners, have bins put out, and generally keep the property looking tidy and presentable - which will be particularly helpful if it is to be sold.
  • Speak to estate agents and arrange for any properties to be marketed and sold. We can then work alongside our firm’s property department to handle the legal side of the sale.
  • If the estate includes any land, we can investigate if it is suitable for any development or planning permissions. This will help it to be sold for the best value.
  • Investigate the Inheritance Tax position of the estate. We can identify all available reliefs and exemptions. These can include Spouse Exemption, Charitable Exemption, Agriculture Relief, Business Property Relief, and any applications for Transferable Nil-Rate Bands and Residence Nil-Rate Bands. We can then advise all executors on the amount of Tax payable and help decide where best to pay it from.
  • Dealing with any business/farm ownership or interests. We can work with Accountants to obtain full valuations and then organise the sale and transfer.
  • Distributing monies to all beneficiaries, and work closely with Tracing Agents to research the family tree and locate any family members who may be difficult to contact.

*The items in Bold would only tend to be completed if Banner Jones are acting as the exector

Additional Questions during the Coronavirus Pandemic

Banner Jones have been appointed as the professional executors in the Will. Are you still able to act during the current circumstances?

Dealing with an estate is a complicated, time consuming, and difficult process, so it is common for people to appoint a solicitor as their professional executor, to reduce the burden on family and friends. As a long-standing law firm in the area, we have been appointed professional executors by many people over the years.

Please be assured that, whilst our offices are currently closed, our teams are all still working remotely and are fully able to continue in their roles of administrating the estate. The work involved in administering an estate is carried out by communications through e-mail, phone and post, all of which we still have usual access to. We are working with local contacts to ensure we are still able to deal with funeral and property arrangements, and are liaising with Government bodies to make sure we can still obtain Death Certificates and Grants of Probate.

For more information on our Full Estate Administration service click here.

How do I register a death?

We have been in touch with our local Registry Office who have confirmed that because they are classed as key workers, they will continue to remain open to register deaths.  This will allow us to then progress your matter as normal.

We are however anticipating delays with the turnaround at the probate registry as things progress, but we will keep you updated as we know more.


I’d prefer to meet someone in person, is that possible during the Coronavirus measures?

We are making every effort to ensure that all work can be carried out remotely through phone calls, video conferencing, e-mail, etc, meaning you are not required to attend our offices as part of the process. That being said, we do understand that some clients may prefer a face-to-face meeting.

Whilst we are not currently in a position to meet clients in person, the process of administering an estate is quite complicated and can take several weeks to complete. Whilst we may have to speak to you remotely during the early stages of the process, we hope that the current restrictions may start to be lifted by the time we reach the later parts of your matter.

As soon as it safe for us to do so, we would then be more than happy to meet with you to talk about any matters you may prefer to discuss in person. In the meantime, we can still work on your matter and speak to you remotely, but hope to be able to see you in person soon.

My relative has made a Will with Banner Jones and they have passed away during the Coronavirus pandemic. What do I do?

Whilst our offices are currently closed, please be rest assured that our Wills & Probate team are still working remotely from home as per Government guidelines. Any Wills, Deeds, or other documents that we may hold for your relative are also still accessible from our secure, off-site storage facility. Please contact us on 01246 560560 or by e-mail at  and a member of the team will be able to talk you through the next steps.

My relative has passed away and the executors named in the Will all live in different locations across the country. How do we all make contact with Banner Jones during the lockdown?

When a relative passes away, there will be a number of matters to discuss, and usually a large amount of paperwork and documentation to work through. Given the current circumstances, the logistics of getting everyone together to review and discuss everything can be quite challenging. Whilst our team are not currently able to meet you in person we are now arranging video appointments, through apps like Skype, Zoom and Facetime, where we can still speak to you from the comfort of your own home. These programs also allow for multiple people to be a part of the same video meeting, meaning that all executors can join-in, no matter where they might be in the country.

When it comes to documentation, our offices are closed to clients but we do still have a small team who are handling incoming post and ensuring it is passed on to the appropriate person. This means we are still able to take receipt of any documentation you send to us through the mail as usual. If you are worried about having to collect paperwork from the deceased’s home, we are also able to have your relative’s mail re-directed to ourselves, where we can take receipt and deal with everything for you.

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