Estate Administration
Grandela Genealogy personnel are associated with The Society of Trust & Estate Practitioners (STEP).
We have the requisite expertise, qualifications and partnerships to offer the full range of estate administration services. Our Managing Director is a qualified Associate of the Society of Trust and Estate Practitioners (STEP) and our paralegal and chartered accountancy qualifications underpin our broad knowledge base. We also work closely with other specialist probate professionals to ensure that we can offer our clients all the services they require.
Engaging solicitors to complete the whole estate administration process can be very expensive, typically incurring fees of hundreds of £’s per hour, which can accumulate to many thousands of £’s for more complex estates. We only engage solicitors where necessary and can therefore offer our clients more affordable services, whilst still ensuring the highest standards.
Applying for Probate / Confirmation
We can ensure that our clients receive the best advice and assistance when applying for Probate (in England & Wales) and Confirmation (in Scotland), in relation to both their testate and intestate estates.
Gathering in Estate Assets
We can ensure our clients can gather in estate assets as efficiently and effectively as possible.
Searching for Missing Assets
We can run comprehensive searches for missing estate assets to ensure that our clients do not overlook any when they are administering and distributing estates.
We can also assist clients who believe they have lost track of assets that are part of their current estate and not just of deceased’s estates.
Settling Debts & Liabilities
We can assist our clients in ensuring that all debts & liabilities are identified and settled before net estate values are calculated prior to distribution.
Distributing Funds
Our chartered accountant can receive and distribute our clients’ estate funds through a dedicated client account set up for this purpose.
“I have been working along with Graham at Grandela for several months now - helping an elderly relative with a surprise situation he was informed about by Grandela. I found all dealings with Graham very professional and helpful during the entire process - which has now come to a successful conclusion. He kept in regular contact throughout, with updates on how things were progressing and was always available when called on. I have no hesitation in recommending Grandela as a Company to do business with - and offer them sincere thanks for their help seeing this whole process through.”
“Thank you for all the work you did on this and bringing matters to a conclusion. I was very impressed by your firm’s professionalism and helpfulness - rather different from the original firm who approached me!!”
