How Can Our Family Law Solicitors Help?
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.
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.
Miss C ChesterfieldGrant of Probate
All is oustanding!
Mr G, ChesterfieldFrom the minute you walk into reception you are put at ease, and this continues right through the chain. Would recommend them any time.
Mrs S, ChesterfieldI can’t thank Banner Jones enough for the kindness and patience, and would highly recommend this firm.
Mrs E, DeepcarProbate
Kathryn provided us with a first class service at our time of need. Can not thank her enough for helping us through a difficult time in such a kind and professional manner.
Mrs L, ChesterfieldThe service provided was excellent and all the staff were friendly, helpful
Mrs H, AshgateWill Writing
Excellent company. Highly satisfied.
Mrs L, New TuptonProbate Administration
Exceptional service; professional but friendly. Felt at ease and relaxed when given explanation of the matter being dealt with at a very sad time.
Mr M, BramptonMe and my family would recommend Banner Jones to anyone for their kindness and sympathy to all of my family. Thank you very much once again.
Mrs R, Coal AstonProbate Solicitor
The solicitor was most helpful in every way, explicit in detail and very caring.
Mrs D-B, BrimingtonExcellent service and communication from Kathryn Wheeldon. Thank you.
Ms D, DanesmoorExcellent service from start to finish at a very difficult time.
Mr & Mrs B, BolsoverAmy was very helpful and friendly, and she explained the process for making our Wills in a way that was very easy to understand.
Mr & Mrs L, GrindlefordVery friendly experience with clear and uncomplicated explanations, giving us confidence in the professional service.
Mrs C, ChesterfieldThe service I received couldn't have been better!
Mr & Mrs W, ShuttlewoodWe were very happy with the service we received, we would definitely recommend.
Mr & Mrs T, StrettonWe found Banner Jones to be very friendly. They directed us through all the necessary channels. And were extremely helpful, putting my husband and myself at ease at such a sad, stressful time. A big thank you.
Mr M, MansfieldThank you for everything you did to help us through a difficult time.
Mrs P, Old WhittingtonThank you for your excellent service, prompt attention and being kept up to date.
Mr & Mrs D, WingerworthFor ourselves – we do not think that you could have improved any part of the service. All dealings with our advisor were very satisfactory. Thank you. We would not hesitate to contact Banner Jones if needed.
Mrs W, WarsopThe efficiency and respect with which my late husband’s Will was administered could not have been better. Many thanks.
Mrs B, ShirlandExcellent, professional and supportive communication throughout. Thank you very much, Kat.
Mrs S, DronfieldVery efficient service at a difficult time which helped matters go smoothly
Mrs W, MansfieldVery efficient, friendly and professional. We would definitely recommend to friends and family. They made the whole experience problem free.
Mr & Mrs S, BridlingtonWe’re really grateful for the work you did for us. 10 out of 10!
Mr C, DronfieldVery easy to make appointments, very personal service from all people at Banner Jones, my solicitor was very friendly and put me at ease. If I needed a solicitor again, Banner Jones would be the first on my list.
Miss H, NottinghamshireBrilliant service, kept well informed all the way through the process. Would definitely recommend.
Mr & Mrs D, MansfieldCannot fault the service, efficient, prompt and cautious. Matters explained very well and clearly. Pleasantly surprised.
Mr W, NottinghamshireService provided was excellent. All the staff were very helpful, considerate and professional. I would highly recommend to friends and family.
Mrs H, ChesterfieldKat, the solicitor who assisted in arranging for the deputyship for my mother was extremely helpful in what I call distressing time where control of my mothers affairs have been passed onto me. Many thanks Kat for the pleasantness.
Mr & Mrs F, ChesterfieldVery clear communication, all of my questions were answered and nothing was rushed.
Mr T, ChesterfieldBanner Jonesprovided me with a very professional and friendly service in difficult, personal circumstances and I cannot reccomend them enough. 10/10.
Mr Mrs C, DronfieldExcellent, efficient service, Katie was very pleasant and polite. We were made to feel at ease.
Mrs M, MansfieldNatalie was very professional and friendly. Good listener, very caring. Thank you Natalie.
Mr P, DerbyshireAll my dealings have been with Sarah who has always been professional, knowledgeable and extremely helpful. I would recommend Banner Jones.
Mrs M, MansfieldExcellent, professional service.
Mrs F, ChesterfieldVery good and friendly reception staff; excellent professioanl service; good comunication and timely attention to my work undertaken.
Mrs K, SheffieldOutstanding service. So very helpful, knowledgeable and easy to understand. A pleasant member of your team!
Ms E, ChesterfieldWe recieved a promt, helpful and most efficient service. I wouldn't hesitate to ever use Banner Jones Solicitors again.
Amy was excellent - Thank you so much for all your advice.
Ms CarpenterI would just like to pass on my comments with regards to the first class service we received with the estate of my dear late mother.
We have been dealing with Banner Jones and I would like to say they have been excellent throughout. We have found them to be extremely efficient, helpful, understanding and friendly at this difficult time.
Also very accommodating with appointments as I work full time.
I would also comment she was very patient in dealing with my elderly father who struggles with severe hearing difficulty.
I have no hesitation in using your services again, we will shortly be making appointments to update the will for my father and in due course I will also be updating my own will with Banner Jones as all of our family affairs are with your company.
I will have no hesitation in recommending Banner Jones Solicitors to others, once again, thank you to you all.
Mrs W, ChesterfieldBanner Jones & Kat Wheeldon's help has got me through this last year. Their help and kindness was without doubt invaluable.
Mrs R, ChesterfieldKathryn Wheeldon has provided me with an excellent service and I would recommend her to all of my friends and family.
Mrs B, NottinghamExcellent service! Becasue of illnesses, my new will from start to signing took half a day!
Mr B & Mrs M, ChesterfieldExcellent service! Thank you for all fo your help and making everything stress free for me. Will definitley recomment you.
Mr & Mrs LExcellent Service from Banner Jones. Thank you.
Mrs B, ChesterfieldVery helpful and understanding. Thank you.
Mrs A, ChesterfieldVery happy with all aspects of my treatment at Banner Jones. Thank you very much Katie.
Mr & Mrs B, ChesterfieldExcellent. Katie was very pleasant and helpful.
Mrs K, ChesterfieldVery thorough, professional and friendly service, thank you.
Mr & Mrs J, MansfieldFriendly, and vey helpfull staff.
Mrs P, ChesterfieldExcellent, friendly service, my Will was updated very quickly for me, which I really appreciate.
Mr & Mrs F, ChesterfieldNatalie at Banner Jones helped us update our Wills. She was very thorough whilst being sensitive to our situation She made it an easy, simple process. We recieved our Wills quickly and completed the matter within 3 weeks!
Mr & Mrs C, ChesterfieldExcellent service from start to finish! Prompt, trustworthy, reliable and extremely helpful. Highly recommended!
Many thanks to Katie Woodward for her wonderful assistance.
Mrs B, ChesterfieldVery pleased with the service recieved. Natalie was a very pleasant and efficient person to deal with. I wouldn't hesitate to recommend your services. Thank you.
Mr M & Dr R, SheffieldExcellent service, all matters were dealt with in a very professional way.
Mr & Mrs DiproseWe used Kat Wheeldon at Banner Jones for our Wills and Powers of Attorney. We always had a friendly but professional service. Details were explained clearly so that we understood exactly what was involved and required. Fees weere explained straight away. We shall return to Banner Jones for any further legal work.
Ms A, ChesterfieldI have recieved help and advice from Katie Woodward, she is kind, considerate and professional. I would be pleased to recommend her to friends, family and colleagues. Many thanks.
Miss W, MansfieldI have been with this solicitors since the 60's and I have always been happy with this company. I was very happy with seeing Amy about my Will, she was very helpful.
Mr P, ChesterfieldBanner Jones staff have always been professional and kind throughout my dealings with them. They have been very considerate towards my elderly Uncle, and met his needs - Whether his physical or mental impairments - Making adjustments to their practice with no hesitation at all.
Mrs B, MansfieldThank you so much for your excellent service in helping me making a Will.
Mr & Mrs W, DronfieldWe were very happy with the service provided.
Mrs W, ChesterfieldThank you all for your kindness and support in a very sad time in my life, you have helped so much.
Mr T & Mr DOn behalf of Darren and myself I would like to thank you both for all your help and assistance in this matter.
Excellent and efficient throughout and handled with a professional and sensitive approach.
Mr & Mrs B, DerbyshireThank you for last weeks meeting which we both found very informative, friendly and helpful. You were able to reassure us and put our minds at rest about the number of issues. Thank you once again.
Mr & Mrs W, MansfieldBecause we are in our 90's and only essentially amending our Wills, Amy was very patient and extremely sensitive to our situation. She explained the issues involved in a manner whcih was very easy to understand. She gave us a great deal on confidence and we were extremely happy with the outcome.
Mr M, ChesterfieldAll staff (off all levels) were very friendly & helpful. Tea/ coffees were made available at the outset and not as an afterthought. I can see no reason at all to not use Banner Jones again for any other aspects of my affairs! Thank you!
Mrs W, ChesterfieldAs far as I am concerned, Kat Wheeldon's service at Banner Jones is excellent.
Mr DThanks again for all your help wrapping up Dad’s estate it has been such a simple process for us, plenty of compassion and empathy. I am glad the effort put in by us helped with your hard work
Steve, ChesterfieldProbate Chesterfield
"Many thanks for organising dad's estate. I appreciate the efforts that you have made. Many thanks for completing the probate in a detailed way, and thank you for sorting out the grave issue."