Estate Administration Service

When someone dies, administering their Estate can be complicated. It means making sure that their money and property is taken care of, according to their wishes and the law.

Become a client

Talk to us about how our expert service can help you with your aspirations and goals.

For access to advice from a Private Banking and Advice Manager, you’ll need at least £250,000 in savings, investments and/or personal pensions and/or a sole annual income of at least £250,000.

Before we provide you with any services or products, we will explain and agree with you what advice can be given, the products and services this advice covers and any charges that will apply.

Our Estate Administration Service can remove this worry at what is an already difficult time, by taking care of almost everything involved with administering an Estate after a death. We offer a personal service, focused on doing what’s right for you and the Estate.

We can deal with Estates of all complexities. In many cases we may have already been appointed as an Executor under the terms of a will, but we also offer the same administration service where an Executor cannot or does not wish to act, or in cases where someone has died without leaving a will.

Our service includes obtaining valuations for the Estate and applying for the Grant of Probate/Confirmation (Grant of Representation, Grant of Confirmation or Letters of Administration), to settling taxes due, distributing assets and preparing the final account for HM Revenue & Customs.

To speak to one of our bereavement specialists please ring 0800 056 0171. Lines are open Mon-Fri, 9am-5pm. Please note calls may be monitored and recorded. Call costs may vary depending on your service provider.

Our services and products have individual terms and conditions. Fees and charges may apply.

Bank of Scotland plc and Lloyds Bank plc are both part of Lloyds Banking Group. More information on Lloyds Banking Group can be found at www.lloydsbankinggroup.com

Bank of Scotland plc
Registered Office: The Mound, Edinburgh EH1 1YZ. Registered in Scotland No. SC327000. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority under number 169628.

Lloyds Bank plc
Registered Office: 25 Gresham Street, London EC2V 7HN. Registered in England and Wales No. 2065. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority under number 119278.