Coping with bereavement is difficult enough but having to deal with the resulting paperwork and administration can make matters worth. Yet submitting the inheritance tax return to the Revenue and obtaining a Grant of Representation/Letters of Administration is often the only way of dealing with the deceased's estate. Mackenzie Jones offers assistance with all aspects of estate administration.
In some cases you may not be the individual responsible for administering the estate but you may have concerns about the way an estate is being administered.
Acting as a Personal Representative means that you are taking on a number of obligations and responsibilities. Many individuals underestimate the time commitment needed to complete an estate administration.
Mackenzie Jones offers assistance with:
- Obtaining valuation of the estate assets for probate
- Preparing or reviewing the inheritance tax return for the Revenue.
- Settling any inheritance tax due as well as negotiating valuations with the District valuer
- Preparing the Oath and application to the Probate Registry for the Grant or Letters of administration.
- Distributing the assets to the right beneficiaries
- Preparing estate accounts for the personal representatives and beneficiaries approval.
- Advice on how to manage your role and avoid personal liability.
Disputes among families with regards to the way an estate is administered are on the rise. Mackenzie Jones works with its clients who are concerned about the administration of the estate and will assist in all areas of probate disputes.