Our Services
Optimum Probate & Estate Administration are proud to offer a range of services to support your needs. Please contact us if you do not see the service you require below.
Will Writing
When someone dies without leaving a Will, their estate must be dealt with under the rules of Intestacy, meaning you have no choice over who benefits from your estate.
Leaving a Last Will and Testament offers the following advantages:
• Choice of executors
• Certainty of having your affairs in order
• Ability to leave gifts in line with the deceased’s wishes
• Power to appoint guardians for under age children
• The choice of deciding who benefits and to what degree they benefit
• Arranging your affairs in a tax efficient manner
Leaving a Last Will and Testament offers the following advantages:
• Choice of executors
• Certainty of having your affairs in order
• Ability to leave gifts in line with the deceased’s wishes
• Power to appoint guardians for under age children
• The choice of deciding who benefits and to what degree they benefit
• Arranging your affairs in a tax efficient manner
Probate and Estate Administration
Probate law deals with all the legal matters relating to the affairs of someone who has passed away. If you have been appointed an executor, dealing with the legal and financial formalities can be challenging and at times, overwhelming. It helps to have an experienced representative to help you through this complex process. We can:
• Handle all the paperwork, sort through it and contact all relevant authorities.
• Obtain the Grant of Probate
• Submit inheritance tax forms and advise on how it can be minimised
• Advise on settlement of any debts
• Organise the payout to beneficiaries
• Arrange for the sale of assets
• Complete final accounts
• Handle all the paperwork, sort through it and contact all relevant authorities.
• Obtain the Grant of Probate
• Submit inheritance tax forms and advise on how it can be minimised
• Advise on settlement of any debts
• Organise the payout to beneficiaries
• Arrange for the sale of assets
• Complete final accounts
Lasting Power of Attorney
Who needs a Lasting Power of Attorney? In the event of you becoming either mentally or physically incapable of managing your own affairs, you can appoint one or more people (usually family members) to be an Attorney to take care of your affairs on your behalf. A Lasting Power of Attorney can either be in respect of property and financial affairs or health and welfare. What are the benefits of a Lasting Power of Attorney?
• It puts you in control
• You can plan ahead
• You can decide how much authority you give to the Attorney
• You can decide whether to impose any restrictions on the Attorney
• You will have the reassurance that someone you trust will make decisions for your benefit
• It will reduce future problems and expense if a Deputy has to be appointed
• It can prompt discussions with your family about your future wishes
• It puts you in control
• You can plan ahead
• You can decide how much authority you give to the Attorney
• You can decide whether to impose any restrictions on the Attorney
• You will have the reassurance that someone you trust will make decisions for your benefit
• It will reduce future problems and expense if a Deputy has to be appointed
• It can prompt discussions with your family about your future wishes
Other Services
Optimum Probate & Estate Administration also offer the following services:
• Research and asses the value of the deceased’s Estate
• Research and asses the value of the deceased’s Estate
• Prepare Inheritance tax accounts
• Deal with income and Capital gains tax liabilities of the Estate
• Gather assets and pay creditors
• Advise beneficiaries and executors of the tax implications with selling any assets
• Prepare tax returns for personal representatives
• Provide final Estate accounts
• Deal with income and Capital gains tax liabilities of the Estate
• Gather assets and pay creditors
• Advise beneficiaries and executors of the tax implications with selling any assets
• Prepare tax returns for personal representatives
• Provide final Estate accounts
• Storage and safekeeping of Wills
