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Dealing with money matters is often the last thing you want to be doing when you have suffered a bereavement. Unfortunately, it is something that
has to be addressed and some Financial matters are more pressing than others. Time delays can lead to unnecessary complication and cost.
The first thing is to register the death and take care of the funeral arrangements.
The cost of the funeral can normally be released directly from one of the deceased's accounts upon production of the invoice and death certificate,
if there are sufficient funds. If there are insufficient funds, you may be eligible to help from the State - please ask and you will be advised
of the eligibility criteria.
Once you have attended to the above, it is advisable to write a list with the following information: -
All these people may have to be contacted and if you write a list at the start then this will help organise what needs to be done.
The person that has the responsibility of dealing with the administration of the estate is either: -
It will be up to them to decide whether they wish to deal with matters personally or whether to get assistance from a Solicitor to assist with the administration of the estate.
There can be many pitfalls in administering an estate for the layperson; you can open yourself up to claims against yourself personally for many
thousands of £'s. You should always seek professional legal advice to protect yourself against potential claims such as from the DWP if the
deceased was in receipt of means tested benefits.
Whether you will require a Grant of Probate or Letters of Administration to deal with the estate will depend on what actually requires to be dealt with. As a rule of thumb, it is required if there is: -
The circumstances will dictate, and it is often not required on the first death in a couple whose assets are held jointly.
Some Solicitors offer a free initial consultation to assess whether you require their services, you may wish to take advantage of this. If not and you require assistance later after coming up against something you are finding it difficult to deal with - go and get their help rather than worrying.
Each A.W. Lymn office has a relationship with a local firm of solicitors who will be able to assist you from a local office and will be familiar with the procedures following a death.
The friendly, experienced team here at Curtis Parkinson know exactly how worrying and heart-breaking it can be dealing with certain family issues - whether
that is a death or making decisions for someone who is no longer able to do this for themselves. Because we understand, we offer you free initial advice
and guidance on all matters connected with will writing, trusts, probate and power of attorney from our offices in Bulwell and Clifton, Nottingham.
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0115 933 5311 : firstname.lastname@example.org