UHY Ross Brooke Chartered Accountants

Probate terms explained

UHY Ross Brooke Estate Planning LLP

Probate terms explained by our Abingdon specialists

The language used within probate can sometimes be confusing. We have defined below some of the common probate terms in order to help you better understand the meaning.

Beneficiaries – The people inheriting assets from the deceased.

Personal Representatives (“PRs”) – Umbrella term for the person(s) legally responsible for dealing with the affairs of the deceased:

  • Executor – Name for the PR where there is a will.
  • Administrator – Name for the PR where there is no will.

Estate – The assets and liabilities of the deceased following death.

Estate administration – The process of dealing with the assets and liabilities of the deceased. Paying debts, collecting or selling assets, and ultimately paying out beneficiaries.

Grant – The Court granted authority given to the PRs:

  • Probate – The Grant, in cases where there is a will.
  • Letters of administration – The Grant, in cases where there is no will.

Intestacy – Where an estate administration is applied for without a will or there is a will that is not complete in its instructions.

Next steps

Find out more about probate and estate administration

For more details about our range of probate services, please get in touch through the form or download our Probate services brochure.

Meet our probate specialists in Abingdon

We are highly experienced and licensed probate practitioners, licensed by the Institute of Chartered Accountants in England and Wales (ICAEW), a licensing body for probate.

As full members of STEP (Society of Trust and Estate Practitioners) our services include probate activities, will writing, estate planning, applications for grants of probate, the administration of estates and the administration of trusts. We can advise on and minimise tax liability on Inheritance Tax and taxes related to trusts and estates.

We have the experience to ensure that the management of the estate will be handled professionally and sensitively. To find out how we can help you, please fill in the form below to contact one of our probate advisors in Abingdon.

Our probate specialists are based in Abingdon, Oxfordshire, and we have 4 offices across Berkshire, Oxfordshire and Wiltshire, and look after probate, estate, trust and tax clients from all across the UK.

Contact us about probate and estate administration

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What our clients say

If we did not convince you, maybe a few words from our customers will!

Thank you so much. I was not expecting this [Grant of Probate] for another few months. I greatly appreciate your advice and the priority you have given me in this matter. I doubt if anyone else could achieve such a speedy and satisfactory conclusion.

Ken (Probate)

5/5

Hoping not to have to need you for this again quite so soon but we will definitely make you our first call.

I’ve also been recommending you.

Mandy (Probate)

5/5

I would like to say how impressed I have been with your service and will be recommending you to others.

Carol S

5/5

Talk to us

Newbury: 01635 555666
Abingdon: 01235 251252
Swindon: 01793 610008
Hungerford: 01488 682546