Probate Services

We are here to guide you through the legal formalities

The death of a loved one is undoubtedly a difficult and stressful time, particularly when you are also faced with the task of undertaking probate and administering their estate.

SWW Trust Corporation can take on the responsibilities and pressures of probate and are here to support you throughout the process.

We can offer a wide range of services designed to suit your individual circumstances.

We can also assist where we are not appointed as an Executor in the will and even where there is no will at all.

As part of our probate service, we will:

  • Value all assets and liabilities
  • Complete all tax forms and settle any inheritance, income or capital gains tax
  • Draft and submit the Grant application to the Court
  • Collect in all assets held
  • Handle the sale of any properties
  • Produce estate accounts
  • Distribute the estate in accordance with the deceased’s last wishes
  • Create and manage any trusts in the will

Why you should choose SWW Trust Corporation:

  • We offer fixed transparent fees
  • You will be allocated an experienced personal estate manager who will handle the administration from start to finish and who will guide and support you throughout the probate process
  • You will be kept informed and updated every step of the way

With you every step of the way, SWW Trust Corporation provide a professional Probate service. All our estate managers are legally qualified professionals with years of experience in wills and estate administration. As specialists in estate administration, you can expect to receive the same level of expertise as you would from a solicitor at a competitive price.

How we can help

Because trust funds do not belong to the Trustees personally, as they are holding the funds for the beneficiaries, the law places heavy duties and a high standard of care upon Trustees. In many ways the duties on Trustees are onerous and a lay person should give careful consideration to accepting an appointment as a Trustee. Unless they are a professional trustee they will not usually be able to charge for their time.

  • We can help with the ongoing administration of trusts, including preparing annual accounts and completing the yearly income tax return as well as the 10 year anniversary return
  • We can put you in touch with independent financial advisers with experience of advising on trust investments
  • We can advise Trustees on their powers and duties under the trust instrument or under statute

How does it work?

Expert Consultants

With extensive industry experience, our trusted team of professionals are committed in applying their in-depth knowledge to help you.

Nationwide Network

With a network that spans the length and breadth of the UK, you can ensure you’ll be well supported no matter where you’re based.

Face-to-Face Consultation

With a focus on delivering a truly dedicated service, our personal approach provides you with advice which centres around your needs.