
If someone close to you has died, you may need help understanding what happens next or dealing with the responsibilities of being an executor.
Fern Wills & LPAs can introduce you to an appropriate probate or estate administration specialist, whether or not we prepared the Will.
The specialist can establish whether probate is needed and discuss the level of support you want.
You may want help with particular tasks, such as the probate application, or broader assistance with the estate’s assets, debts, tax, accounts and distribution.
You do not need to understand the process before asking for an introduction.
The specialist will explain their fees, what is included and the payment terms before you decide whether to instruct them.
Costs are usually paid from the estate where sufficient funds are available. Some fees or expenses may be payable upfront, while other charges may be payable when estate funds become available. Payment arrangements must be agreed with the specialist.
If you are concerned about paying upfront, mention this when you enquire.
Contact Fern to request an introduction. Briefly tell us whether there is a Will, whether you are an executor, whether the estate includes a property, and what help you need.
Fern arranges the introduction. The specialist provides advice and carries out the work you agree with them.
Where an introduction involves a referral payment to Fern, they will explain this before you decide to proceed.
For initial guidance, read First steps after someone dies.
An inheritance received or expected may affect your own arrangements.
Once the estate administration is underway, ask Fern to contact you by telephone or email in about three months to review your Will. A review can establish whether any changes are appropriate.