Next Steps in Estate Administration

A few simple steps and you are on your way to peace of mind

Step One

A call to us will enable us to address any initial concerns you have and answer any questions you may have.

 

An appointment can then be arranged in the comfort of your own home at a time that is convenient to you, whether it be day time, evening or at a weekend if you would prefer.

Step Two

Prior to the appointment, we will send you an information sheet that will help you to prepare for the meeting.

 

It will give you details of the type of information we will need from you and the various aspects that you will need to consider.

Step Three

At the appointment, we will gather information in relation to the Estate and we will take time to understand your wishes and concerns.

 

This will enable us to advise you on the different legal and administrative requirements that need to be followed.

 

We will be happy to answers any questions you may have and we will help you to decide exactly what amount of help you would prefer.

 

Whatever level of assistance you require, you can be assured of the same level of professional service from us.

Step Four

If you ask us to assist you in the Estate Administration process, we will start things moving for you straight away.

 

The frequency of further meetings will be dictated by the amount of help you have asked us to provide.

 

However, no matter what level of assistance is being provided, we will always be just a phone call or email away and our commitment to your peace of mind will be paramount.

 

You will be kept up to date with progress reports throughout the entire process.

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