Malcolm Roach M.I.C.M

Director (UK)

Wincham Consultants Limited

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By Malcolm Roach M.I.C.M - Thu 13th Aug 2009

 

Tumbit Approved Partner

For those who have lost a relative or friend, discussing the subject of probate is often a significant step at the outset; and one which we appreciate needs to be handled with sensitivity.

We are available at the convenience of our prospective clients for initial consultations; evenings and weekends too. As well as being able to discuss matters generally and answer any specific questions our prospective clients may have, it is always helpful for us to have as much background information as possible. This enables us to address matters as efficiently, yet thoroughly, as possible from the outset.

To the extent that it is readily available, it assists to have the following information for an initial consultation:

- The name and contact details of the deceased

- person’s representative(s)

- The full name of the deceased person

- The date of death of the deceased person

- Where the death occurred

- Where the deceased person was officially resident at the time of death

- What will(s) were left by the deceased person

- What major assets will comprise the estate of the deceased person

- Where the assets are located (in the case of property- country/ town)

- The approximate total value of the assets (per country)

- Any steps which have already been taken to administer the estate

- The relationship of the beneficiary/ beneficiaries to the deceased person

- Where the beneficiary/ beneficiaries are officially resident

- Whether all beneficiaries already have N.I.E’s (Spanish fiscal numbers)

- Whether inherited assets will be sold or retained initially

- Any possible disputes in the distribution of the estate.

We work for clients with assets anywhere in Spain and accept instructions from clients throughout Spain; the UK; and worldwide. We provide our services directly to individual executors and beneficiaries, wherever they are based.

We also work alongside other professionals, to offer support for multi-jurisdictional cases. Alternatively, if required, we can accept appointment to act as principal co-ordinator in multi-jurisdictional probate cases.

Instructions are accepted by meeting; telephone; e mail or post- to suit clients' preference and availability.

Our service ethos is professional; efficient; and approachable. Our team is professionally qualified, highly experienced and bi-lingual.

With the essential language skills; qualification; and multi-jurisdictional experience, we can guarantee the technical excellence of our services. We offer reasonable (normally fixed fee) prices, always agreed in advance - no "hidden surprises"! Sterling and Euros are accepted. We can also help you with Powers of Attorney and Spanish (N.I.E.) fiscal registration.

Contact us for a Free no obligation consultation.