What is a Grant of Representation ?

What is a Grant of Representation ?  The Grant of Representation is a court-issued document , which proves the executors’ entitlement to deal with the administration of the deceased estate. This could be by way of :-

A Grant of Probate

Letters of Administration or a Certificate of Confirmation (Scotland).

Grants of representation issued by a Commonwealth country must be resealed by our High Court of Justice.

In our opinion it is essential to ensure that you consider doing the following:-

Set up a new bank account (Mr or Mrs Deceased) and transfer all existing accounts into this and an monies you receive before distribution, so you have a complete audit trail.

Do keep the beneficiaries informed of your progress.

Never accept a verbal confirmation of anything – always obtain or draft a letter to confirm what was agreed and why.

Keep your records in good order.

Ray Best is a resilient Financial Planner with a unique approach to investment planning, his work ethic has propelled him from humble beginnings to be voted as a top UK Financial Planner by Vouched For (as published in the Sunday Times). These days he works with families with large investment portfolios or big inheritance tax liabilities, the first step, is to book a Discovery Meeting HERE.

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