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Are Sibling Trusts the Answer for Bickering Children?

February 8, 2020 By Richard Farrell

Let’s face it; two things are true in probate. The first of them is brothers and sisters often drift apart as they grow up and develop their own personalities and values. And the second truth is our daughters and sons are going to share tense moments over what they do … [Read more...]

Filed Under: Chattels Valuation, Probate Valuation Tagged With: complex will, individual trusts, probate in brighton, probate valuation in brighton, sibling trusts, william russel flint, wills and probate

There Can Be Good Reasons for Creating a Family Trust

February 8, 2020 By Richard Farrell

The UK probate system is complex, some of our visitors say far too complex. It can take months to locate a will, validate it, and get letters of probate or administration from the UK government. During this period, and sometimes afterwards the deceased’s bank … [Read more...]

Filed Under: Chattels Valuation, Probate Valuation Tagged With: family trust, means-tested benefits, nominated beneficiaries, probate in windsor, probate valuation in windsor, uk probate system

Closing Out the Financial Affairs of Someone Who Died

February 6, 2020 By Richard Farrell

Someone has to close out a deceased estate, after a suitable period of grieving and coming to terms with what happened. That’s because the assets and bank accounts lock up, but there bills to pay and perhaps insurance pay-outs pending to cover them. If this sad task … [Read more...]

Filed Under: Chattels Valuation, Probate Valuation Tagged With: applying for probate, beneficiaries, liquid assets, personal possessions, probate valuation highgate, semi liquid assets, stocks and shares, Valuing Personal Possessions For Probate

How Much Can I Expect my Estate to Pay for Probate?

December 19, 2019 By Richard Farrell

The government funds the national administration, and all its services from the tax it collects. There never seems to be enough money to go around. Therefore it takes a final bite out of most estates in the form of probate fees, and inheritance taxes. INHERITANCE … [Read more...]

Filed Under: Probate Valuation Tagged With: distributing an estate, inheritance tax, probate contents valuation, probate valuation companies

If the Executor of Your Will Dies What Happens Next?

December 15, 2019 By Richard Farrell

It’s important to have someone you respect agree to be the executor of your will. That’s because you have an opportunity to discuss your intentions while you are alive, and make sure everything is crystal clear to them. They may even make suggestions where you could … [Read more...]

Filed Under: Probate Valuation Tagged With: probate contents valuation, probate court, probate letter of grant, wills and probate, Your Executor Dies Before You Die

Probate Caveat – What It Is and What It Does

December 15, 2019 By Richard Farrell

‘Caveat’ is a Latin word telling the reader to beware of something. And thus we have ‘caveat canem’ beware the dog, ‘caveat emptor’ beware the buyer, and so on. It follows a ‘probate caveat’ says ‘watch out, before applying for a grant of probate or letters of … [Read more...]

Filed Under: Probate Valuation Tagged With: District Probate Registry, extracting grant of probate, letters of administration, probate caveat, probate valuation

Applications for Probate on the Internet Are Still Chaotic

December 11, 2019 By Richard Farrell

While the higher probate tax is on indefinite hold at least for now, the digital scheme it was supposed to help fund is still chaotic. The Register blew the cover on October 30, 2019, as the disgraceful treatment of mourners continued unabated. That’s because closing … [Read more...]

Filed Under: Probate Valuation Tagged With: bureaucrats in their digital ivory towers, Her Majesty's Courts and Tribunals, probate contents valuation, proposed digital probate scheme, winding up an estate

Valid and Invalid Wills – The Pitfalls to Avoid

December 3, 2019 By Richard Farrell

Wills are called ‘last testaments’ for good reason. That’s because once we die, there is nothing we can do to change them from ‘the other side’. We tackle the question of what makes a will invalid today. Or put differently, how to make sure we leave a valid will. For … [Read more...]

Filed Under: Probate Valuation Tagged With: charity beneficiaries, kenneth king and his aunt june fairbrother, last testaments, probate house clearance, wills and probate

A Quick Guide to The Ins and Outs of Probate

November 29, 2019 By Richard Farrell

In the first instance probate refers to the process of validating a will, and officially appointing an executor to implement it. However, it also includes distributing the assets in the estate to the heirs according to those wishes. The Probate court confirms the … [Read more...]

Filed Under: Probate Valuation Tagged With: distribution of deceased assets, how to get a probate valuation done, securing the assets of the deceased, validating a will, wills and probate

Unusual Wills in Wales and England the Law May Allow

November 27, 2019 By Richard Farrell

Many solicitors in Wales and England will say a will is only valid if (a) it is in writing, and (b) the person signed it, or another person in their presence acting under their directions. Finally, the signature must also be attested by two witnesses who are both … [Read more...]

Filed Under: Probate Valuation Tagged With: holographic wills, NonCupative Wills, Vucicevic and Bond v Aleksic & Ors, wills and probate, witnessing the signing of the will

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Client Reviews

Richard Clarke
Oct 20, 2025
 by Richard Clarke on Avery Associates
Recent Loss Of Two Family Members

“Recently I had two family members pass away & one had a hoarding addiction, leaving the house in a real mess, so I was left with no choice but to... Read More

Ella Millett
Nov 18, 2024
 by Ella Millett on Avery Associates
Avery Associates, reliable and dependable support

Jeff is reliable, extremely knowledgeable and personable. I know when instructing Jeff to assist me with probate valuations for my clients and when I'... Read More

Thank you Ella, we will continuously provide our very best service for all of your probate needs.
Kind regards
Jeffrey Avery MD

Ted Seabrooke
Nov 18, 2024
 by Ted Seabrooke on Avery Associates
A difficult job, very well done!

This review concerns Avery Associates Property Clearance & Probate Solutions I first approached Avery Associates to carry out a house contents ... Read More

Dear Ted, it has been a pleasure assisting you with the Probate Valuation and subsequent house clearance at your dear mothers home, thank you for your kind words.
Kind regards
Jeffrey Avery

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