Will Review
Reviewing the Will and relevant estate documentation where the deceased left testamentary arrangements.
HERITANT · Estate Administration
Legal assistance with post-death estate procedures, including probate, administration and the documentation required to deal with estate assets.
HERITANT
From Planning
to Implementation.
After a death
After a person's death, the estate may require legal and procedural steps before assets can be administered, transmitted or dealt with by the appropriate persons.
The requirements depend on matters including whether a Will exists, the nature and location of assets, the persons entitled to the estate and the procedure applicable to the circumstances.
What we consider
Reviewing the Will and relevant estate documentation where the deceased left testamentary arrangements.
Considering the persons responsible for or entitled in relation to the administration of the estate.
Assistance concerning probate where legal recognition of a Will and executor authority is applicable.
Assistance concerning administration authority where the applicable circumstances require it.
Review and preparation of documents required for applicable estate procedures.
Further documentation or procedural assistance following the relevant court or legal process where applicable.
Our assistance
The work required after a death varies significantly between estates. The relevant procedure should therefore be identified after reviewing the Will, family position, assets and available documentation.
Review of Will and estate documents
01Initial assessment of applicable estate procedures
02Probate-related assistance
03Letters of Administration-related assistance
04Supporting affidavit and documentation assistance
05Coordination of succession-related requirements
06Post-order documentation where applicable
07Estate administration assistance following completion of the relevant legal process
08Probate is not identical in every estate
Whether probate, Letters of Administration or another succession-related procedure is applicable depends on the circumstances of the estate, the relevant documents, applicable law and the nature of the assets involved.
Consultation