M.W. Keller & Son provides all of its clients with clear and practical guidance on the preparation and drafting of their Will and Estate planning and wealth management matters in general. We can assist you in every aspect of drafting Wills, including reviewing existing Wills and providing tax efficient advice in relation to Estate planning. All of our clients are provided with an on-site safe keeping facility for their Wills at no extra cost to them.
After the passing of a loved one we will assist in the extraction of a Grant of Probate or Letters of Administration and advise clients in relation to every aspect of the administration and distribution of the Estate.
Administering an estate
We will advise personal representatives on their legal duties and responsibilities and beneficiaries in relation to the terms of a Will. A personal representative can be either an “executor” or “administrator”. Executors are the persons named in the will to deal with the estate. Where there is no will however the person is deemed to have died “intestate” and in those circumstances one or more of the closest living relatives are entitled to deal with the estate and this person or persons are called the administrator(s). The function of the personal representative involves the protection of assets of the Estate, taking reasonable steps to secure property and valuables, arranging lists of property and valuables and arranging for valuations of property and shares etc., finding out what debts have to be paid and obtaining all other information necessary to obtain the legal documents which will allow the executor or administrator to deal with the Estate.
Click here to read more about Administering an Estate.
Making your will
There are a number of steps involved in making a will. We have prepared a useful checklist for this, please click here.