At Morton Fraser we have highlighted clarity as our guiding principle.
This directs the way we communicate, the way we advise, the way we conduct relationships with our clients and the way we are totally transparent and upfront about our charges. This applies to all our services from the straightforward to the more complex.
Coping with the death of a loved one is traumatic. It is often made worse by having to deal with unfamiliar legal procedures before the estate can be wound up and distributed to the intended beneficiaries.
You may be appointed as executor of the estate, and are suddenly faced with daunting responsibilities. Without advice, it can be difficult to know where to start.
We will combine warmth and compassion with clear, practical support and advice. We can research the estate for you, and make sure the Executors comply with all of their responsibilities to the deceased person, and to the beneficiaries. We can provide as much or as little assistance as you need, from initial advice and guidance, to dealing with the whole of the administration on your behalf.
THE BENEFITS OF MORTON FRASER
At Morton Fraser we have a highly experienced and highly qualified team of Executry lawyers and paralegals who concentrate solely on estate administration. This involves legal, tax, financial and sometimes international issues. We combine warmth and compassion with clear, practical support and advice.
We can research the estate for you, and help the Executors comply with all of their responsibilities. We deal with Confirmation (Probate) to ensure this is granted by the Court as quickly as possible. We make sure a surviving spouse has access to money and pay special attention to underage beneficiaries, children from previous marriages and beneficiaries with disabilities or learning difficulties. We can also help organize funerals and house clearances and put any desired house sale into the hands of our in-house Estate Agents.
Our approach to fees
We like to meet with you and obtain as much detail about the estate as possible. After our initial review of the papers, we will quote the likely cost. We think this is fairer than charging a percentage of the value of the estate, or quoting an open-ended hourly rate.
AT A GLANCE: HOW OUR CLARITY CAN BENEFIT YOU
Our services include:
Acting on behalf of the Executor
Helping to organise the funeral
Researching and administering the Estate
Ensuring Confirmation is granted as quickly as possible
Negotiating with HMRC
Ensuring all required reporting is accurate
Working to minimise tax
Organising the division of investments among the beneficiaries
Distributing personal effects and house contents among beneficiaries
All work was dealt with in a very professional and timely manner. The benefit of having a wealth planning team was also an advantage.
- Chambers & Partners
Their ability to adapt to changing environments was absolutely key. They stepped up to the challenge enthusiastically, and were not daunted by the importance of their role or the cultural sensitivity that was required.
- Chambers & Partners
...recommended for their ‘excellent knowledge and professionalism.
- Legal 500
Morton Fraser’s ‘professional and compassionate’ team is ‘a breath of fresh air’ and is well equipped to guide clients through a broad range of private client matters. The team advises boards of trustees and individuals on the administration of trusts, estate planning and tax matters, as well as the drafting of wills. The firm also handles general succession planning and contentious executry work.