Probate and Deceased Estate Management

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Probate and Deceased Estate Management

Numeric Accounting are able to offer a full range of highly professional probate and deceased estate management services to clients across Salisbury, Southampton, and the surrounding areas through our sister company NTrusted Estates. We understand that dealing with the loss of a loved one is never easy, and the formalities and paperwork can only add complications and challenges.

NTrusted Estates make this process as easy as possible for you – providing clients with a professional and efficient service. Our experienced team has dealt with many probate and estate management cases, and can ease the burden of dealing with these matters.

NTrusted Estates offer a full range of probate and estate management options.

Full Probate and Estate Management Service

With this service, we take care of everything needed to take the estate through the probate process. This includes dealing with taxes, and distributing the assets to beneficiaries. The service is tailored entirely around the needs of each individual client, but this typically includes:

  • Notifying banks and other relevant parties
  • Establishing beneficiaries, if the deceased died without leaving a will
  • Establishing assets and liabilities
  • Valuing the estate for inheritance tax, as well as calculating the tax and dealing with HMRC
  • Dealing with income taxes
  • Obtaining the Grant of Probate
  • Distributing the estate assets and settling liabilities
  • Providing estate accounts

Grant Only Service

If you are happy to deal with the estate management yourself, but wish for professional assistance in obtaining the Grant of Probate, and dealing with relevant inheritance tax forms, we also provide a ‘grant only’ service. This can be managed for both exempt estates and taxable estates.

Why Choose NTrusted Estates?

The NTrusted Estates team has more than 18 years experience and we have always prioritised excellent customer service and an extremely high quality of work. We provide a professional and efficient service, while remaining sensitive and understanding to the needs and situations of clients.

We would be delighted to help with any kind of probate or estate management issues, and our team would be happy to have an informal, free initial discussion with you on a no-obligation basis.

Contact Us

If you would like to learn more about the probate and deceased estate management services, please contact us today. Our experienced team would be happy to discuss your needs and requirements. Call our Salisbury office on 01722 428947 or our Southampton office on 023 8084 4242.