Engagement & ID
regulatory and insurance requirements mean that, like all solicitors, we have to give you essential information regarding our service and financial matters and regularly check identification.
Instructions and preliminary estate papers
we will advise you on your duties as Executor. We will meet with you to discuss the estate and take a note of what assets/ debts are held by the deceased. We will write to companies where assets are held to obtain date of death balances, which the Court and HMRC require.
Will & Codicils
we will help obtain the principal Will and Codicils and register these with the Books of Council and Session for safe-keeping.
Landmark asset search
we will offer to run a Landmark search to find out if there are any undisclosed assets in the deceased’s name of which you may have been unaware.
Asset holders’ response
we will use the valuations provided by the various companies to prepare an inventory for the Court of what was in the estate at the date of death.
regulatory and insurance gtee requirements mean that like all solicitors we have to give you essential information and regularly check identification and the paper trail for the source of any funds used in your transaction; we will give you a quotation to help you budget
regulatory and insurance gtee requirements mean that like all solicitors we have to give you essential information and regularly check identification and the paper trail for the source of any funds used in your transaction; we will give you a quotation to help you budget
regulatory and insurance gtee requirements mean that like all solicitors we have to give you essential information and regularly check identification and the paper trail for the source of any funds used in your transaction; we will give you a quotation to help you budget