Zedra - Administering Estates

Dealing with an estate can be a complex and time-consuming process that can add extra pressures onto the family when they are still grieving.

As a Partner, your clients will automatically have access to our Bereavement Team to talk through the initial process of what to do when somebody dies. We can provide hard copies of our free guide on What to Do When Someone Dies upon request.

All estates need to be administered to some extent. This normally means dealing with all of the deceased’s assets (such as property and personal possessions) and liabilities (such as outstanding debts) before transferring what’s left to the beneficiaries. If the complexity of dealing with the estate appears to be daunting, then we can offer full estate administration service that deals with the all the assets and liabilities whilst alleviating your client of any additional stress.

What’s involved and how can we help?

Gather all information
Apply for the Grant of Probate
Close bank accounts and pay debts
Ensure the family tree information is correct
Deal with shares and investments
Redirect post
Sell property and assets
Deal with Inheritance Tax forms
Complete Income Tax work
Deal with Capital Gains Tax
Deal with specialist legal work
Contact all people due to inherit
Produce estate accounts

These are just some of the tasks that your client may need to consider and within ZEDRA we have a solution to address any situation.

ZEDRA’s Probate and Estate Administration Team is based throughout the UK to support bereaved families and their advisers wherever they are, and whenever they need us. We bring an unrivalled end to end service provision coupled with a unique wealth of Estate Administration knowledge and experience guaranteeing your affairs are in the best possible hands.

It’s our promise to:

Provide peace of mind and ensure your wishes will be followed
Reassure your clients that they are in safe hands
Show compassion, making a commitment to understand individual needs and personal circumstances
Consistently provide a first-class service in everything that we do
Maintain a pricing scale that is competitive, fair and accessible

If you would like to know more about how to work with the ZEDRA and the benefits it includes, such as our industry only Advance Fee Share arrangement then please contact partners@zedra.com or chris.whittington@zedra.com for more information.

When it comes to Probate, we know everything from A to ZEDRA.