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Dealing with an estate is a necessary process and often close family members don’t feel ready to move on until this process is complete. We believe it is important to help with this as much as possible, by guiding you through what needs done, by whom and when. We aim to make the process as smooth as possible for you.
In Scotland, executors are usually nominated in the will or appointed by the court if there’s no will. That person is then responsible for ensuring that the estate is wound up correctly following the directions in the will, or legal rules where there is not one.
Our specialist team will act as a helping hand through this process, guiding you through what needs to be done, and assisting with any obstacles you may encounter. This may include dealing with any challenges or claims on the estate, or how to begin winding up an estate where there is no will, which is called intestacy.
If you’ve been appointed as executor, you’ll need a combination of legal knowledge and administrative time. With this in mind, you’ll need to be well organised and keep good accounting records. We can help you with this by doing as much of this administrative burden as you want us to do.
An executor’s authority to deal with an estate comes from the Confirmation (probate) which is granted by the sheriff court. Once Confirmation is granted, the executor can then pass over the estate to the correct people. To obtain Confirmation the paperwork needs to be presented to the court in a very specific way, or it will not be considered. HM Revenue and Customs have an interest in what is happening, inheritance tax may need to be paid, and they too have forms to be completed.
Our experts are here to help you ensure you complete this process in the best possible way. We’ve been assisting families through the executry process for many years, some across multiple generations and also people who have never experienced the process before, in a compassionate way. Whatever is required of you as an executor of an estate, we’re here to help.
If you’d like to hear more about our executries service or if you have specific questions, please contact us.
"The AS team were a joy to work with, taking time to explain, doing it with a sense of humour but being utterly thorough throughout. It is very important to be comfortable with who you are working with, from transfer of information to belief that the advice was accurate and correct for our needs."