Invest Southwest Will Management


Bereavement Service - Invest SouthwestWill Management Services are fully authorised representatives of Kings Court Trust. We can take care of all Probate/Estate Administration quickly, completely and for a guaranteed fixed fee which is agreed with you in advance.

This includes:

  • Completing all Inheritance Tax forms
  • Applying for Probate
  • Income Tax work for the year of death
  • Specialist buildings insurance
  • Setting up Trusts in a Will
  • 24/7 online case tracking
  • Postal redirection
  • Registering unregistered properties
  • Arranging for a pet to be re-homed
  • Cancelling or transferring utilities
  • Distributing funds to the beneficiaries
  • Producing estate accounts

Our proactive, transparent approach means you can rest assured we are always on top of what needs to be done. When you want to check on your case progress, you can check your case online or speak to your personal estate adviser at any time.

"The service and staff were 100% well mannered, helpful and understandable. Nothing was too much trouble. They went out of their way to give us satisfaction". - Mr & Mrs B, North Petherton

Key Services
  • Full Estate Administration

  • Guaranteed Fixed Feer

  • Dedicated Personal Adviser

Members of the Society of Will Writers

Invest Southwest Will Management on Twitter