Probate and administration of estates

our process

We are pleased to offer advice and assist in administering estates. We appreciate that the death of a loved one is a very difficult time for all concerned. We offer an efficient and professional service to administer all types of estates. Whether there is a will or not we are able to ensure that the estate is administered correctly.

Probate

We can also advice on the possibility of entering into a deed of variation and inheritance tax issues that may arise in respect of the estate.

We offer a fixed fee for applications for Grant of Probate which is limited by the amount of assets in the estate.

The price below details what is included and what limitations there are for the service. The Grant of Probate services include the completion and submission of the relevant forms and other required documentation for taxation and for the grant of probate.

general info & inquiry

OUR FEES FOR PROBATE

STAGE 1

Valuing the Estate

At this stage we will go through the deceased’s papers and bank statements to establish their assets and liabilities. This can be quite straightforward, however in some cases there may be multiple investments, properties, and other personal belongings to consider.
At this stage we may need to contact banks, lenders, fund managers, pension providers, the local government, the DWP, and HMRC.

Stage 2

File Inheritance Tax Forms

Regardless of whether inheritance tax must be paid inheritance tax forms must be completed. One form is used for non-taxable estates, another for taxable estates.
The Executor will complete the related forms as well as any additional schedules to establish the amount of tax payable.

Stage 3

Pay Inheritance Tax

If there is inheritance tax payable on the estate then it must be paid prior to obtaining the grant of probate. Funds can be transferred directly from one of the deceased’s accounts for this if there are sufficient funds.

Stage 4

File Probate Forms

Once we have assessed the size of the estate, we will be able to complete the probate application form by applying to the Probate Registry.

Stage 5

Pay Probate Fees At this stage we will pay the applicable probate fees on your behalf.

Stage 6

Administer the Estate We will collect in the assets of the estate, discharge the liabilities and subsequently distribute the estate in accordance with a Will or the rule of intestacy.