Managing Probate

by | Mar 24, 2022 | Wills & Probate

Managing Probate

This article is intended to furnish some initial information when dealing with a bereavement
and covers information we would normally discuss when we meet and for an initial Probate Solicitor consultation in person in Dublin. With current health restrictions, we can offer initial appointments by Microsoft Teams, Zoom, or WhatsApp but for now, some initial information is set out below.

Acting As Executor / Administrator / Legal Personal Representative Managing Probate

Where there is a Will, it will usually name the Executor.

If there is no Will, that person is referred to as the Administrator.

A Personal Representative is a common term used to refer to either an Executor or Administrator. Sometimes it is clear who this person is, but sometimes the named Executor cannot or does not wish to act. If that is the case, or if there is no named Executor, the law sets out rules in terms of categories of relationship (next of kin) and the order of priority that persons can opt to act as Personal Representative.

Probate’ is a legal process involving the transfer of a deceased’s property and other assets and the Personal Representative’s legal powers take effect when the Grant of Probate issues.

A Personal Representatives initial functions when Managing Probate include:

1. Protecting the assets of the estate.

2. Taking reasonable steps to secure property and valuables, such as checking the house insurance and securing any physical property is protected.

3. Arranging a list of property and valuables.

4. Gathering up all financial statements, insurance policies, pension policies, etc.

5. Finding out what debts have to be paid and ensuring that all have been identified.

6. Obtaining all other information necessary to obtain the legal documents which will allow the estate to be administered.

As set out above in terms of the initial steps around the administration of the estate the primary task is to identify all assets and liabilities including post-death expenses and to protect the assets.

Our role in Solicitors acting for you as legal personal representative Managing Probate :

  • is to guide you through the Managing Probate process,
  • assessing how the law applies to your situation,
  • advising you at each step of the process, and undertaking all of the work that we can on your behalf in administering the Estate,
  • liaising with the beneficiaries,
  • ascertain formally all of the assets and liabilities in the estate,
  • notifying the various financial institutions, Social Welfare, Revenue, and the Nursing Home Support Scheme, as applicable.
  • obtain certificates of balance as of the date of death to enable making the initial return to Revenue for the Estate
  • making the Revenue return
  • preparing and drafting all of the paperwork to obtain the extraction of a Grant
  • filing the application in the Probate Office
  • collecting all of the assets
  • obtaining the tax clearance for the Estate.
  • preparing the Estate accounts, the cash accounts, distribution accounts, and refunds accounts, as applicable
  • arranging for the distribution of the Estate

Carmody Moran Solicitors in Dublin were delighted to be finalists in the Irish Law Awards category for Excellence in Client Service in 2017, 2019, and again in 2021, and we aim to provide our clients with top-class legal services and excellent client communication and care.

We endeavour to offer our legal services at competitive rates while maintaining these high standards and we can offer clients appointments to speak about Managing Probate digitally or socially distanced to comply with the best health and safety standards of care. Once we meet with you and assess your case and what work is required, we will issue you with a formal estimate of the legal costs. We appreciate how important transparency and certainty are in all matters concerning legal costs.

If you have any queries in connection with any of the foregoing or Managing Probate, please do not hesitate to contact me to discuss the same on 018272888 or use the quick enquiry form here. Thank you for contacting Carmody Moran Solicitors LLP and I look forward to hearing from you.

Niamh Moran

CARMODY MORAN Email: [email protected] Web:

11/12 The Plaza, Main Street, Blanchardstown, Dublin 15 D15YY2R

27 Upper Mount Street, Dublin 2, D02 F890


Disclaimer: This information is not legal advice. Specific Probate legal advice is needed in every situation. The above is provided for information purposes only. It does not purport to be either a statement of the law or legal advice from us your Probate Solicitors Dublin, Ireland…Carmody Moran Solicitors Probate Experts.


Sergey Sk
Sergey Sk
I was looking for a family law consultation and asked Carmody Moran for one. Unfortunately, they didn't have the capacity, but at least they were nice enough to call me back and reply by email.So the very least you can expect from these specialists is the right attitude (unlike from many others out there on the market), but likely a lot more!
Madeleine N
Madeleine N
We recently engaged Carmody Moran Solicitors for the purchase of our home, on receiving a recommendation for Caila Ryan specifically. Caila and the team were a pleasure to deal with. Caila was incredibly responsive, efficient and diligent throughout the process. As first time buyers, Caila explained all steps clearly and concisely to us, which eased our stress. Caila and the team went above and beyond for us - and accommodated ad hoc meetings when required. We highly recommend Caila and the team at Carmody Moran.
Aditya Labhe
Aditya Labhe
Caila was nothing but helpful throughout the process of me buying a new apartment. She is diligent, helpful and has great attention to detail. She was patient with me with all the questions and ensured the process was as through as possible from all the legalities stand point. A true champion for her clients. I have no hesitation recommending her.
Jodie Osullivan
Jodie Osullivan
I had an absolutely fantastic experience with my solicitor! Their hard work and dedication were truly impressive. They went above and beyond to help me with my legal matters. I couldn't have asked for a better advocate. Highly recommended!
Very professional experienced solicitors and legal team in Blanchardstown Dublin 15. Anthony Carmody and Niamh Moran run a friendly and efficient practice, supported by a great legal practice team. From commercial to property law, both residential or commercial Conveyancing in Dublin to Estate Planning or Litigation and Family Law, this legal firm ranks as one of the best legal firms in the area. I found Anthony to be very astute and knowledgeable in our discussions about Litigation. His legal advice made me rethink my actions and helped me settle an issue without any unnecessary actions or outlays.
I recently engaged with Carmody Moran Solicitors for the purchase of my new home. Caila and team were incredibly helpful throughout the whole process, ensuring I was kept up to date and promptly responded to any queries I had raised. I was particularly impressed at how diligent and efficient Caila was in ensuring the purchase went as smooth as possible. Would highly recommend them for their Legal services.
Aedamar O'Toole
Aedamar O'Toole
Carmody Moran Solicitors exceeded all expectations as a Solicitor. Caila was an absolute pleasure to deal with from start to finish. She is exceptionally professional, organised and responsive. We needed her service in buying a house. She made sure that we were in the best position to make the transaction and was extremely thorough and intelligent in her work. She helped us secure the house before another interest rate hike. She went above and beyond as a solicitor and I couldn’t recommend her enough!
Louise O'Dwyer
Louise O'Dwyer
I recently had the pleasure of engaging Carmody Moran Solicitors for the purchase of my new home. I found Caila and the team to be extremely professional, efficient and they kept the whole process moving along smoothly at all times. Everything was explained to me at each stage in the process in a clear and concise manner. I would highly recommend Carmody Moran Solicitors to anyone for quality legal services.
Luke Ivers
Luke Ivers
Caila at carmody Moran is an absolute pleasure to deal with. Always attentive and always keeping you update. Caila took a lot of the stress out of the leg work having everything ready and constantly in contact with us. Would recommend Carmody Moran to anyone. They're all lovely to deal with and so helpful.
John Corr
John Corr
We recently engaged with Carmody Moran Solicitors for a property purchase. From start to finish I found their service to be highly efficient and accommodating at all times . Caila in their office was very pleasant to deal with . I would highly recommend them to anyone in the future.
Laura Butler
Laura Butler
Absolutely fantastic, I would highly recommend. Prompt responses, clear and helpful communication, very diligent, and absolutely lovely to deal with. Caila is a star. Even my estate agent was full of praise!
Aileen Power
Aileen Power
Carmody Moran recently helped me with the sale of my home. Niamh, Caila and all the team were fantastic to deal with from start to finish. They explained everything so clearly, were extremely professional, efficient and always responded promptly. On top of that they were just such a friendly group of people to deal with. I would highly recommend them.
The client service was really great. Understanding, easy to deal with and reactive
Joe Marsh
Joe Marsh
We recently closed on a first time house purchase and we were very pleased with how the whole process was handled at Carmody Moran. They always responded clearly and promptly to the many queries I had along the way and were on the ball with following up issues with the sellers solicitors to keep the process moving.The reason I went with them originally over other options was because they gave a very clear breakdown for the charges and the quoted price we were given was transparent and easy to understand compared to other quotes I received.I will definitely use them again if the need arises and recommend them to my friends and family.
Kenneth Ohaa
Kenneth Ohaa
I got the keys to my new house a few weeks back. I cannot recommend Carmody Moran Solicitors highly enough. It was a bit lengthy as I was buying and selling at the same time. In such cases you need experienced and competent solicitors such as Carmody Moran Solicitors.Stephanie and Helen were a pleasure to work with. Very transparent and communicative. Also occasionally dealt with Lucy and Caila. They were brilliant as well.I would like to say Thank you to the entire Carmody Moran team.Kenneth
Salt Almighty
Salt Almighty
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Andrew Grime
Andrew Grime
My partner and I recently made the acquisition of our first home and it was a lengthy and difficult process, due to the fact we were buying from a receiver.In such difficult cases, you will need a legal representation as competent and professional as Carmody Moran Solicitors on your side.We were primarily dealing with Stephanie who gave us regular updates, helped us understand what is happening and what to do. We felt our interest always came first which made every appointment with her something we looked forward to.We were also occasionally in contact with Lucy, Niamh and other brilliant members of the firm, all of whom provided an excellent level of support and knowledge in Stephanie's absence.I couldn't recommend Carmody Moran enough. I would like to give a heartfelt thank-you on behalf of myself and my partner to every one involved at the firm who helped us make our dream a reality. We will not hesitate to call upon your services again should the occasion arise.Andrew.
I would highly recommend Carmody Moran Solicitors. Niamh Moran and her team helped and supported me through the sale of my home. The transaction was dealt with efficiently and quickly. Every step was clearly explained from the Sale Questionnaire, Contract for Sale to Completion.
We just got the keys to our dream home 🏡 special thanks to Stephanie,Helen,Caila and Carmody Moran team.All the girls are very friendly and helpful.Stephanie was a pleasure to have you as our solicitor.Highly recommend!
We've just got the keys to our dream home and Carmody Moran has helped us with all the legal work. We've been dealing with Stephanie and Helen and they both have been great: friendly, professional and communicative. The whole process can be intimidating at times, but they've made sure to make it as easy as possible for us. They've represented us well. Highly recommended.
ciara daly
ciara daly
Anthony and his team went above and beyond for me, everything was always looked after and I was constantly kept in the loop for my RTA case. From phone calls to emails to dealing with insurers. Gave me great peace of mind that I chose the right solicitor and Anthony himself is a gentleman. I would highly recommend Carmody Moran Solicitors.
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