Probate Services

Professional Executors

Choosing the right executor for your Will is one of the most important decisions you'll make. At Mortgage & More, our experienced team offers professional executors who can manage the entire probate process with care & efficiency. Acting as an executor means taking on responsibility for a person's estate, including settling debts, distributing assets, & ensuring everything is handled correctly in accordance with the law & the wishes set out in the Will.

Depending on the estate's complexity, this role can take considerable time & expertise. By appointing a professional executor from Mortgage & More, you gain access to specialist knowledge & practical support. We're ready to assist executors, or if preferred, manage probate entirely on your behalf. Our approach is designed to relieve stress, tackle financial & legal paperwork, & make sure beneficiaries receive what they're due without unnecessary delays or confusion.

When is Probate Needed?

Probate isn't always required, & understanding when you need it is important. At Mortgage & More, part of our probate services is ensuring you understand exactly what steps to take when dealing with an estate. Probate is usually needed when the person who has died owns property or substantial assets solely in their name, or if their bank or financial institutions require it to release funds.

Sometimes, probate isn't required. For instance, if all assets were owned jointly, they may automatically pass to the surviving owner. Or, if the estate only included savings, some banks may release funds without probate. Our team will help you check with banks, mortgage lenders, or other financial organisations to confirm what you need. We'll also help you understand who can apply for probate depending on whether there's a Will or not, & guide you if Inheritance Tax issues arise. If you're unsure, we'll walk you through the whole process, removing stress & uncertainty from the outset.