Wills, Probate & Estate Planning
Wills, probate, and Estate planning Dublin
Making a Will
Anderson & Gallagher has always had a very substantial practice in the area of wills and probate. We can advise you on all aspects of will making, including establishing trusts. We can tell you what the taxation consequences of making a will are and advise you how to mitigate tax.
Download Law Society of Ireland Making a Will Leaflet
Estate Management
Making a Will helps to plan what is to happen in the aftermath of a death, but nothing can adequately prepare us for the loss of a loved one. A lot of everyday tasks require attention and important decisions may have to be made with regard to the deceased’s property and personal belongings (for instance, should the house be sold?). We will advise you on the steps to be taken and will be in a position to deal with any underlying complexities.
We will attend to the considerable administrative detail involved, from assembling accurate financial information as of the date of death, completing the Revenue and Probate Office forms required in the application for a grant of representation, to collecting the assets, making the various tax returns, obtaining various tax clearances and ultimately making arrangements for the distribution of the estate, and related accounting to the personal representatives and beneficiaries.
Basic Information and documents required:
- A copy of the death certificate of the deceased
- A copy of the funeral account i.e. funeral, burial and undertakers expenses
-The original Will and any amendments or attachments if any OR Where there is no Will, a list of all next of kin of the Deceased:- To include: spouse, children, parents, brothers/sisters, nieces/nephews. Relatives who pre-deceased the deceased must also be disclosed.
- The addresses of all beneficiaries/Next of Kin The occupations and RSI (PPSN) tax numbers of all beneficiaries/next of kin
- A list of Assets of the Deceased including property, bank accounts, Credit Union accounts, – - Post Office accounts, shares held, bonds, cars etc.
- Details of debts of the Deceased to include funeral expenses, outstanding loans, credit card bills etc.
- Details of the Deceased’s RSI (PPSN) tax number Details of the Deceased to include: His/Her address and former addresses, occupation, date of birth, marital status.
- If Separated/Divorced, contact details of former spouse. Whether they lived in Ireland or abroad.
- Number of children, etc.
- Details of previous bequests/inheritances to the deceased.
- Evidence of property ownership e.g. title deeds to house, mortgage, bank books/lodgement slips etc.
Download Law Society of Ireland Making a Will Leaflet.