Handling loved ones' affairs

Legal affairs

Dealing with the Will, possessions and estate of a loved one can be challenge, but here are a few useful pointers to get started.

First of all, you will need to locate the Will. You will probably have done this before the funeral, but in case you haven’t that should be done as soon as is convenient.

You will then need to look into the first few urgent tasks of managing the estate of the deceased - again these may have been dealt with before the funeral. Talk to a legal advisor about:

  • How to protect property, especially if it is unoccupied
  • How to arrange insurance for assets and motor vehicles remaining in the deceased’s name
  • Potential future benefit entitlement and advice on stopping existing benefit payments in order to avoid repayment issues

If you need more detailed guidance, we offer free advice. One of our expert legal team will be happy to speak to you about your particular situation, confidentially and sympathetically, and help you decide what you need to do next. You can call The Co-op Legal Services on 0800 587 5266 or find out more www.co-operative.coop/legalservices/probate/.

Once the initial steps have been taken care of, you are ready to look at the probate and estate administration. Our legal advisors will help you to:

  • Understand what Probate is and when it applies to the administration of the estate
  • Assess whether Probate is required to administer the estate of the deceased
  • Determine who is entitled to deal with the estate where there is a Will
  • Determine who is entitled to deal with an estate where there is no Will (Intestacy)
  • Understand the legal, tax and administrative work that will need to be done