Fidelis House, The point, Weaver Road, Lincoln, LN6 3QN 

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The immediate days following a bereavement can be quite difficult and often a shock to the family. It can be challenging to make decisions especially if you are unfamiliar with the process.  To help, here are some things to consider.

DO register the death. This is essential and must be done within 5 days and you will need to make an appointment at your local registry office. Get plenty of copies of the death certificate; between 5 and 10 is advisable.

DO make arrangements for the funeral. The registry office will give you a certificate for burial or cremation. Delays can occur so early arrangements are important.

DO check to see if there is a Will. This is important to discover who has the authority to act for the person who has passed away.

DON’T rush into things, it is important to get the affairs of the deceased in order before making any decisions.

DON’T try to distribute the contents of the Will without seeking advice.

DON’T try to use the deceased person's bank accounts; these will be frozen upon death.

DON’T be pressured by other people into making decisions.

DON’T do nothing. If you are unsure, seek advice.


Once things have settled down, it is time to deal with the Will and its contents. All estates, no matter how small, will require some administration.

Bank accounts, savings, insurance policies, premium bonds and any property owned by the deceased will need to be dealt with properly.

In most cases a Grant of Probate will be needed, obtaining this can be a daunting process however.

The Planning Crowd are here to help and have several options, which may be suitable for your needs.

OPTION 1: Inheritance Tax forms guidance and checking service

OPTION 2:  Simply Grant application service

OPTION 3:  Full estate administration service

Everyone’s estate is different which is why we offer a variety of ways to pay, from Fixed Fee Services to Variable and Hourly Rates, competitively priced to suit all requirements.

To see if a Grant of Probate is required please see our separate guide for further information.


We appreciate that dealing with the estate following the death of a loved one can be a very daunting prospect at a very sad time. The Planning Crowd have developed a comprehensive Bereavement Service to guide you through the next steps.

The benefit of this is that the meeting can take place with one of our qualified advisors, in the comfort of your own home and at a mutually convenient time.  You will receive both professional and practical advice with no obligation whatsoever to use any of our legal services. In addition, where our Secure Storage and Dedicated Aftercare service has been taken advantage of, the meeting is completely free of charge.

Some of the steps we will take you through will include the following:



Practical guide to notifying

  • Financial institutions

  • Utility providers

  • Employment

  • Government bodies such as inland revenue

Practical tips such as

  • Insuring the home

  • Postal services

  • Securing the property

  • Securing vehicles or other assets not associated with the main residence



Dealing with the Will if there is one, or Intestacy rules if not

  • Nomination of Executors

  • Nomination of Guardians

  • Nomination of Trustees (if required)

  • Identifying beneficiaries

  • Collecting in all the assets

  • Applying for a Grant of Probate (see separate guide)

  • When to distribute assets

We can also put you in touch with a number of excellent organisations that can offer help and support in times of need.

If you would like to arrange a My Bereavement Service visit please contact us on

FREE QUOTE   0333 600 6 555






Quick Wills employ legally qualified advisors, experienced in providing Private Client Legal Services and offer the following range of services:

• Bereavement Service

• Probate and Full Administration

• Simply Grant Application service

• Will and Estate Planning Services

• Trustee Advisory Services

• Professional Trust Management

• Secure Storage and Dedicated Aftercare

• Conveyancing


Should you wish to discuss our bereavement, or any other, service then please do not hesitate to contact us on 0333 600 6 555, where a qualified member of staff will be more than happy to help you.