Many people avoid talking about death, but addressing it early brings real benefits while you’re still alive. Probate—the complex, time-consuming process that begins after someone passes—can place a heavy burden on your loved ones if you're unprepared.
With its legal, financial, and administrative tasks, probate can be overwhelming, especially during an emotional time.
After guiding families through probate, I know how exhausting it can be. One of the reasons I started Auderli was to ease this burden, help people get organised and ensure they receive better advice while alive. Preparing now makes probate smoother and provides peace of mind for you and your loved ones.
This post is part of our mission to help individuals understand more about probate. By knowing what accountants, financial advisers, solicitors, family members and executors do, you can ensure everything is organised and efficient. Here's how each contributes:
Accountants are key in valuing the deceased's assets, from properties to business interests, ensuring the proper filing of final tax returns and advising on tax minimisation strategies. They maintain financial records, guiding executors through the financial responsibilities of the estate.
Financial advisers manage investments like stocks and retirement accounts, aligning them with estate goals and advising on estate planning to reduce taxes. They also help beneficiaries make informed decisions about managing their inheritance.
Solicitors handle legal aspects, from interpreting the will to obtaining the Grant of Probate. They ensure legal compliance and can resolve disputes among beneficiaries, while also advising on will drafting to avoid legal complications down the line.
Family members often provide emotional support and assist with logistics, sometimes helping the executor gather documents or manage communication with professionals. They are often the primary beneficiaries and their involvement is crucial in ensuring the estate is handled properly.
Executors oversee the probate process, gathering assets, paying debts and distributing the estate. They work with accountants, solicitors and advisers to manage the estate’s legal, financial and tax obligations, while keeping beneficiaries informed.
At Auderli, we are committed to helping individuals and their families navigate this process smoothly. By preparing in advance and fostering collaboration between the professionals and loved ones involved, you not only reduce stress during an emotionally difficult time but also provide peace of mind that everything will be handled according to your wishes. The sooner you take action, the more control and clarity you’ll have over your legacy.
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