Estate planning and probate

We are licensed practitioners for probate related work and specialists in all aspects of taxation, accounts preparation and estate planning. As such, Beak Kemmenoe are best placed to take care of your probate and estate administration work.

We understand how difficult it can be to handle someone’s legal and financial affairs, particularly at a time when you’re likely to be coming to terms with the death of someone close. But don’t worry, we’re here to help and can provide as much or as little support as you need.

Following a major change in the law, we were one of the first accountancy firms in Kent to be authorised to carry out probate work. Prior to this, only solicitors and banks were able to carry out this work.

Whether you choose to carry out the probate and estate administration process yourself, or you instruct us to do the work for you, the application for probate is still the same. It involves:

1. Finding the will.
2. Applying for the grant of representation.
3. Administering the estate.
4. Preparing the estate accounts.
5. Distributing the assets to the beneficiaries of the estate.

Please download our ‘Guide to Probate’ for a more detailed overview of the process.

In addition to providing the probate and estate administration service, we can also help you and your family in the following related areas:

• Estate planning
• Executorships
• Financial planning and wealth management
• Inheritance tax planning
• Retirement planning
• Trusts planning and administration

Probate and estate administration is a legal and financial process which happens after someone has died. It can be a very complicated and lengthy procedure to complete. To help explain the process and the legal and financial terms used, please download our ‘Guide to Probate’ page via the button below.

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