Understanding Probate
Monday 15th December 2025, 1pm - 2.30pm. Whether you're an executor, a family member, or simply planning ahead, this talk from solicitor Gemma Young demystifies the probate process. Join us for an engaging session that walks you through the legal and financial steps that follow a death—helping you feel informed, prepared, and empowered.
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Understanding Probate
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Monday 15th December 2025, 1pm - 2.30pm.
This event has been rearranged from Thursday 11th December.
Whether you’re an executor, a family member, or simply planning ahead, this talk from solicitor Gemma Young demystifies the probate process. Join us for an engaging session that walks you through the legal and financial steps that follow a death—helping you feel informed, prepared, and empowered.
What you’ll learn:
- Where to begin: Discover the first crucial steps—registering the death, locating the original will (if there is one), and identifying the executors.
- Valuing the estate: Understand how to calculate the estate by assessing assets and liabilities, from property and savings to debts and expenses.
- Inheritance tax explained: Find out when inheritance tax applies, how to claim reliefs, and whether you need to report to HMRC.
- Applying for probate: Learn who can apply, and how the presence (or absence) of a Will affects the process.
- Considering claims: Explore potential claims against the estate, the importance of Trustee Act Notices, and whether executors can be personally liable.
- Administering the estate: Get practical guidance on collecting assets, settling debts, and ensuring proper distribution to beneficiaries.
This talk is designed to make a complex and often emotional process feel manageable. Whether you’re facing probate now or simply want to be prepared, you’ll leave with a clearer understanding of your responsibilities and rights.
