Kiteleys Solicitors

Kiteleys Solicitors. 7 St. Stephen's Court, 15-17 St. Stephen's Road, Bournemouth, Dorset. BH2 6LA. Telephone 01425 278866.
Kiteleys Solicitors is the trading style of Kiteleys Solicitors Limited registered in England and Wales, registered number 03113721. VAT Registration No: 658 8813 79.
This firm is authorised and regulated by the Solicitors Regulation Authority. A list of directors is available for inspection at our registered office.

Executors & Trustees

  • Call us now on 01425 278866
    • Kiteleys Canford Cliffs 01202 708634
    • Kiteleys Highcliffe 01425 278866
    • Kiteleys Southampton 02380 909091
    • Kiteleys Wimborne 01202 849242
    • Kiteleys Ferndown 01202 875646
    • Kiteleys West Moors 01202 863933
    • Kiteleys Boscombe 01202 393506

They are a person or persons (up to a maximum of four) who are chosen by you in your will to deal with your Estate following your death.

An Executor has various responsibilities during the Estate administration period, which include:

  • identifying and notifying asset holders (such as banks or building societies)
  • obtaining values of the assets
  • finding out the value of any debts
  • organising funeral arrangements if these have not been done by family members
  • depending on the size of the Estate, they will pay any inheritance tax that might be due
  • applying for a Grant of Probate

A Trustee has other supplementary responsibilities, which could include managing any trusts that have formed under the Will or investing funds after obtaining advice from suitably qualified persons.

Once a Grant has been received, your Executors will collect in assets, settle any liabilities and ensure that all administration expenses have been met. Following this, if there are any specific legacies in your Will they will pay these.

The ‘residue’ of your Estate will then be distributed to your chosen residuary beneficiaries in the proportions set out in your Will.

It is important to note that your Executors & Trustees have significant responsibilities: if an action by them causes a loss to your Estate, then they could find themselves personally liable.

Appointing Kiteleys Solicitors

Due to the responsibility in acting as an Executor or Trustee, or the fact that specialist knowledge may be required, many people decide to nominate us to act in this capacity.

Our staff have vast experience in acting in these capacities and would be pleased to assist in taking the burden from your family members at a time when many wish to be able to mourn without the pressure of this position.

 

  • Jennifer Attrill

    Jennifer Attrill
    Solicitor

  • Christine Jones

    Christine Jones
    Chartered Legal Executive

  • Andrea Rohr

    Andrea Rohr
    Consultant Solicitor

  • Roger Turner

    Roger Turner
    Consultant Solicitor

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Talk to one of our solicitors

At Kiteleys we are always happy to help. We believe that the law should be easily accessible, so if you have any questions for our Private Client solicitors please don’t hesitate to get in touch.
Call us on 01425 278866 or enquire online.

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Kiteleys Solicitors. 40 Haven Road, Canford Cliffs, Poole, Dorset. BH13 7LP. Telephone 01425 278866.
Kiteleys Solicitors is the trading style of Kiteleys Solicitors Limited registered in England and Wales, registered number 03113721. VAT Registration No: 658 8813 79.
This firm is authorised and regulated by the Solicitors Regulation Authority. A list of directors is available for inspection at our registered office.