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Probate Help From Phil Weston

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  • At a glance checklist of all of the probate steps that you will need to take from start to finish.
  • The critical first steps you need to take before starting the probate process
  • Who you need to notify of the deceased’s death
  • The process for valuing the estate
  • How to check whether you need to complete an IHT400 form and how to complete all inheritance tax requirements
  • The step-by-step guide to completing the probate application forms, and all the letters and templates you need
  • The vital checks you must make on the grant of probate
  • How to place legal notices and why they’re important
  • How to register the grant of probate with all interested parties
  • The financial steps you need to take after probate has been granted
  • The process for settling debts, liabilities and expenses
  • Preparing the estate accounts and the dos and don’ts
  • How to distribute the residuary estate

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