Estate Administration
Supporting Your Probate Journey
Dealing with a loved one’s estate can feel overwhelming. Harrisons Private Client Solutions provides professional, supportive estate administration services to help you manage the process smoothly, from start to finish.
We guide you through every step, ensuring the property, assets, and affairs are handled efficiently, responsibly, and with care.
Fixed Fee Service
Free Initial Consultation
Competitive Pricing
Friendly Support
What is Estate Administration?
Estate administration is the process of managing and distributing a person’s property, assets, and affairs after they pass away. It involves making sure their belongings, finances, and legal matters are handled correctly and responsibly.
The process can include:
- Identifying and valuing property, bank accounts, and other assets
- Paying outstanding bills, taxes, and debts
- Managing and maintaining any property
- Distributing assets to beneficiaries or family members
Estate administration ensures that everything is settled in an organised and fair way, giving families peace of mind during what can be a difficult time.
How Harrisons Can Help
Property & Asset Support
- Secure and maintain properties during administration
- Inventory and manage contents
- Arrange valuations and oversee sale or transfer of assets
Financial Management Assistance
- Help track and manage bank accounts, savings, and investments
- Assist with paying outstanding bills and managing estate finances
- Provide clear records and reporting for executors and family
Guidance & Coordination
- Work with solicitors, accountants, and other professionals as needed
- Communicate with beneficiaries and family members
- Offer step-by-step guidance on practical estate matters
Completing the Estate
- Ensure assets are distributed fairly according to the will or law
- Complete any required paperwork efficiently
- Provide reassurance that the estate has been properly managed
Our Estate Administration Services
Probate & Form Support
- Guidance and support with probate applications
- Completing and submitting probate forms accurately
- Liaison with HMRC for inheritance tax submissions
- Ensuring all documentation is compliant and processed efficiently
Property & Asset Management
- Securing and maintaining residential or commercial properties
- Conducting property inspections and condition reports
- Inventories and cataloguing contents
- Arranging valuations for property, valuables, and personal possessions
- Coordinating sale or transfer of assets
Financial Management
- Managing bank accounts, investments, and savings
- Tracking income, expenses, and estate outgoings
- Paying bills, mortgages, or loans owed by the estate
- Clear reporting for executors, trustees, and beneficiaries
Coordination & Guidance
- Liaising with solicitors, accountants, and other professionals
- Communicating progress to beneficiaries
- Step-by-step guidance for executors or administrators
- Practical solutions for any challenges in estate management
Clearance & Organisation
- Managing personal belongings and household contents
- Organising secure storage if required
- Coordinating property clearance for sale or handover
- Responsible disposal of unwanted items
Finalising the Estate
- Distributing assets according to the will or legal requirements
- Completing all remaining paperwork and compliance tasks
- Closing accounts and finalising property transfers
- Providing reassurance that the estate has been fully and properly managed
Our Fees
Managing an estate can vary in complexity, so we offer flexible pricing to suit your needs. You can choose hourly rates for transparency or a contingency-based fee for a cost linked to the estate’s value.
Hourly Rate Option
What’s included:
- Full estate administration support
- Property and asset management
- Financial tracking and reporting
- Liaison with solicitors, accountants, and beneficiaries
- Assistance with probate applications and form filing
Pros:
- Pay only for the work actually done
- Clear, itemised records of all hours and tasks
- Flexible – can scale services up or down as needed
Cons:
- Total cost can be unpredictable if the estate is complex
- Requires careful tracking of hours and billing
- May be higher than a fixed fee for larger estates
Fixed Fee Option
What’s included:
- Full estate administration support
- Property and asset management
- Financial tracking and reporting
- Probate application and form filing
- Coordination with solicitors and other professionals
Pros:
- Cost is clear and agreed upfront
- Predictable budget for executors or family
- Ideal for small to medium estates
Cons:
- Less flexible if the estate becomes more complex than anticipated
- May not cover additional ad-hoc services unless agreed in advance
- Requires accurate upfront assessment of the estate
Contingency Fee Option
What’s included:
- Full estate administration support as above
- Property management, valuations, and sale coordination
- Financial management and reporting
- Probate application and compliance support
Pros:
- Fees are proportionate to the estate’s value
- Predictable in terms of percentage-based cost
- Encourages efficient handling and maximises estate value
Cons:
- Total fee may be higher if the estate is large
- Less flexibility to adjust services without affecting cost
- Some clients prefer fixed or hourly clarity for budgeting
Choosing the Right Option
- Hourly Rate: Best for smaller estates or partial support
- Contingency Fee: Ideal for large estates where full administration is required
- Fixed Fee: Great for predictable costs and straightforward estates
- All fees are discussed and agreed before work begins
- Transparent billing with regular updates and reports
- Optional add-ons (property clearance, valuations, complex tax guidance) can be included in any model
Contact Us
Contact us for a Free Consultation
Submit your request and we'll get back to you soon
with our very best quote.
