At The Glasgow Law Practice we understand that dealing with a loved one’s estate can feel overwhelming, particularly at an already difficult time.
Today we will explain, in straightforward terms, what steps you should take and what you can expect when you meet with us.
First steps
A medical certificate will be issued in order that the death can be formally registered. Once registered the funeral arrangements can be made.
At this stage we would encourage families to focus on the immediate practical matters and on supporting one another. The legal process can follow.
Did your loved one leave a Will
The next step is to establish whether your loved one left a Will. If a Will was made it will name the Executor(s) who should then contact us to arrange a convenient time to meet.
Initial meeting with The Glasgow Law Practice
We will meet with you in the first instance and discuss the estate in detail ensuring that we have the appropriate information to allow us to proceed.
We will discuss the contents of the Will and explain the process involved if there is no Will.
We will obtain details of all assets and liabilities involved and explain the process in clear, practical terms so that you understand exactly what happens next.
We will also outline approximate timescale and costs involved.
What documents should I bring along?
The Will
The Death Certificate
Details of all assets i.e. bank statements, share certificate, insurance policies etc
Mortgage papers
If documents are missing, that is not unusual. You do not need to have everything organised. Bring any documents you can find and we will help with the rest.
How long does the process take?
Timescales vary depending on the complexity of the estate. A straightforward estate may take 4-6 months, however, more complex estates particularly those involving property sales or tax matters may take longer.
It is also important to note that we follow guidance from Law Society of Scotland which advises that estate funds should not be distributed until six months have passed from the date of death. This is because creditors have a six-month period to intimate any claims.
At The Glasgow Law Practice, we provide realistic timeframes and keep you informed throughout.
