A Practitioner’s Guide to Probate and the Administration of Estates: (Wildy Practitioner Guide Series)

The fourth edition of A Practitioner’s Guide to Probate and the Administration of Estates is a practical and comprehensive guide to all forms of non-contentious probate applications, completion of Inheritance Tax Accounts and the administration of estates. The book is packed with hints and tips and an accompanying CD-ROM contains a comprehensive set of precedent forms, enabling practitioners to adapt precedents for their own use. The authors provide careful explanations of every step in the procedure for winding up the estate of a deceased person, from taking initial instructions to the final distribution of the estate and closing the file. The book opens with advice on meeting the client and taking proper instructions; moving on to tracking down the assets and liabilities which comprise the estate; completing inheritance tax forms and obtaining any available reliefs and allowances; questions concerning wills and intestacies; applying to the probate registries; discretionary orders; obtaining grants of representation; collecting in the paying debts and liabilities; identifying the beneficiaries and paying the legacies; finalising the tax situation; and distributing the residue of the estate. This new edition has been completely revised with practice and procedure brought up-to-date,

Table of Contents:
Preface Table of Cases Table of Statutes Table of Statutory Instruments Table of Conventions 1 Making a Start 2 Assets and Liabilities: Initial Enquiries 3 Inheritance Tax Reliefs and Allowances 4 Inheritance Tax Accounts 5 Questions Concerning Wills and Codicils 6 Intestacy 7 Caveats 8 Citations 9 Renunciations 10 Discretionary Orders 11 Trust Corporations 12 Applications for Grants 13 Scottish, Northern Irish and Colonial Grants 14 Applications on Summons 15 Collecting in the Assets 16 Powers and Duties of the Personal Representatives 17 Paying the Debts of the Estate 18 Paying the Legacies 19 Distribution of the Residue 20 Finalising Liability to Inheritance Tax 21 Taxation During the Administration 22 Completing the Administration 23 Claims By and Against the Estate 24 Liabilities of the Personal Representatives 25 Variations, Disclaimers and Other Opportunities 26 Notation, Amendment and Revocation of Grants 27 Searches and Copies Appendices A Checklist of Information and Documents B Useful Addresses C Specimen Forms Affidavits C1 Affidavit of condition of will or of alterations to will C2 Affidavit of Search for Will C3 Affidavit of handwriting C4 Affidavit of due execution C5 Affidavit of executor’s identity C6 Affidavit of alias C7 Affidavit in support of application for leave to swear death

About the Author :
Keith is a former District Probate Registrar with over 40 years’ experience in probate and the registries and has a wealth of experience in probate applications, tax ramifications and the administration of estates. He is currently a probate consultant and lecturer in the field of non-contentious probate. Samantha studied English language and literature at Oxford University followed by law at Northumbria University and is currently a solicitor at EMG Solicitors Limited, Durham where she specialises in private client work.

Review :
"...well-written and authoritative... The authors have clearly accumulated vast personal experience... It is difficult to imagine a probate issue that could not be referred to in this comprehensive guide." From the review in STEP Journal.