Aegis Executor Management Services

937

Find, Probate Services in York, North Yorkshire.

Welcome to Aegis Executor Management Services

Aegis Executor Management Service provides a fixed fee, probate service for people - whether they have died with or without a Will - large estate or small. And, even if the Will is currently held by a bank or another probate Solicitor you can still use any of our probate services.

The form filling, letter writing, phone calls and general sorting out of someone's estate can be quite stressful and very time consuming, especially if there's a property to sell. However, most people would agree that banks and Solicitors charge far too much for probate preparation and work.

Whilst offering the same professional probate service as any law firm or trust corporation, our overheads are much lower and we can therefore offer far more competitive rates than our competition without hindering the service that we provide. We can also offer guaranteed fixed-fee rather than percentages so you know up front what our cost will be.

You can choose how much of the work you want Aegis to do - we can do it all or assist you with only part of it. We can discuss this with you at the initial no obligation meeting.

For total peace of mind, our case managers are compassionate and friendly. Probate is completed using selected and approved solicitors from our panel. We are registered under the Data Protection Act and we also hold £5million of indemnity insurance cover.

What Aegis Executor Management Service can offer you

No obligation free initial meeting

The family and/or executor(s) of the deceased will be entitled to a free no obligation initial meeting to discuss the services we provide and how we can help at such a difficult time.
A written quotation will be sent to the family and/or executor(s) to confirm the fixed fee for the agreed work to be completed.
A second meeting will be arranged should you wish to proceed, to gather all paperwork from family members and /or executors and have authority letters signed so we can act on your behalf.

Estate Administration Management

Case Manager: You will be appointed an experienced and dedicated case manager who will be your first point of contact for total peace of mind. Your case manager will update you regular with progress.
Obtain the Will: Following the registration of death and arrangement of the Funeral, we will help the executor(s) obtain the original Will if needed.
Inform all Relevant Persons: Notification of death to all concerned on the Check List.
Arrange a Valuation of the Estate: Gathering all information on the deceased holdings and joint holdings and provide letters of authority to act on the executor(s) behalf to get valuations as of date of death.
Draw up a Schedule of debts: That must be paid by the estate. This could include; Mortgage, Loans, Credit Cards, Hire Purchase Agreements, Household Bills, Taxes and Overdrafts.

Probate & Letters of Administration Service

Case Manager: You will be appointed an experienced and dedicated case manager for the probate process.
Codicil service to remove a Bank/Solicitor named on your Will.
Complete the Required Paperwork: Forms required by the Inland Revenue to determine whether any inheritance tax is due, and the probate forms which need to be taken or sent to the probate office together with the original Will and Death Certificate.
Deal with Inheritance Tax: If Inheritance Tax is due, the executors' account of the estate is passed to the Capital Taxes Office, probate cannot be issued until the tax is paid
Distribute the copies of the Grant of Probate: The executors now have legal authority over the estate and should distribute copies of the grant to persons who owe the estate money
Distribute the Estate: When the Grant of Probate is received the estate can be divided according to the instructions left in the deceased's Will. The executor should keep accounts showing exactly what they have done and these should prove that the executor has acted in accordance with the wishes expressed in the Will
Safeguards: Publish the relevant Section 27 Notices. Even in situations where it is highly unlikely that a claim against the estate will be made, it is inadvisable to ignore the statutory safeguards that are available to protect the executors from personal liability
Store the Records: All paperwork, including the grant of probate should be stored securely for the minimum specified period.

Ongoing Matters

We offer a wide range of professional services that we can advise you on including the below: