Probate

After a bereavement it can be difficult and emotional to administer an estate (a process often known as 'probate'). Our team will support you at every stage and help make the process straightforward.

We'll help you:

  • verify and value the assets and liabilities of the estate
  • calculate whether inheritance tax is due
  • prepare the application for the relevant Grant
  • notify (and identify if there is no Will) the beneficiaries
  • finalise income tax matters and distribute the estate in accordance with the terms of the Will (if present)

Our highly experienced team will guide you through the process practically and sensitively. We can offer help with specific aspects or can handle the full administration on your behalf.

To find out more just contact our team.

Our Probate Team

Stephen Morgan

Director

Stephen is a director who joined Harland & Co in 2002. He was previously a partner and head of Private Client in a practice based in Solihull in the West Midlands specialising in estate planning and estate administration for high net worth individuals and prior to that was an associate with both a Legal 500 firm and a niche elderly client law practice. He is a Registered Trust and Estate practitioner and a member of both Solicitors for the Elderly (SFE) and the Law Society’s Private Client Section
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Sian Foster

Solicitor

Siân studied at the University of York and the York College of Law before joining Harland & Co in September 2005 as a trainee solicitor. She is now part of our private client team and deals with applications for probate and the administration of estates, the preparation of wills and powers of attorney, deputyship matters and trusts. She has a particular interest in Court of Protection matters. She also assists the clerk of a local charity.
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