Estate Accounts & Administration

The ongoing administration — the accounts, schedules and record-keeping that run from grant to distribution — handled and kept in order.

Once a grant issues, an estate needs careful, continuous administration: receipts and payments recorded, assets realised, liabilities and testamentary expenses met, interim and final distributions calculated, and a clear account produced for the executor and beneficiaries. We maintain that record throughout the administration and prepare the documents that bring the matter to a clean close.

What we prepare and maintain

• Statements of assets and liabilities
• Estate accounts — receipts, payments and capital/income where required
• Distribution schedules and beneficiary entitlement calculations
• Records supporting section 92 / advertised distributions
• Correspondence and reporting to executors and beneficiaries
• A complete, well-ordered file at finalisation

We prepare the accounts and administration documents; your practitioner reviews and advises. We do not provide accounting, tax or legal advice to the estate — those judgements remain with your firm and its advisers.