Probate services

Ensuring your estate is well looked after.

What is probate?

Most estates have to go through probate, whether you leave a will or not. It ensures the deceased estate passes to the right people and all tax due on death is identified and collected. If your estate is over five thousand pounds, before it can be collected for distribution, a Grant of Probate must be obtained. This means the will must be formally recognised at the local Probate Registry.

Banks, Building Societies and Insurance Companies will often insist on seeing a Grant of Probate before they pay out and our house will not be able to be sold. If your estate is worth more than £325,000 (as of 17/08/2015) it may be liable to Inheritance Tax and you would be wise to enlist the help of a professional. If you are acting as an executor in a will then you are personally liable for any debts, so professional advice is essential.

Let us tailor our probate service to meet your needs.

Call 01634 353 658 or 0800 612 4553

Do I need probate?

So that we can establish whether probate is required in your situation please contact us on 0800 612 4553 or 01634 353 658 and talk directly to one of our advisors who will give you free advice and tell you how to proceed. We are able to arrange a free appointment at your home in order to assess your particular situation.

During this visit you will be advised how to proceed on your own should you feel able to, or we can give you an all-inclusive price for us to administer the estate on your behalf. Our price is not an hourly rate, but a total fixed price to deal with all aspects of the estate. There are no deposits and our fee is payable from the estate at the end of administration, which ensures that we will not delay in our administration. We will then take away all relevant documents and begin correspondence, providing you with regular updates until we have finalised all aspects of the estate administration.
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Duties of executors

1.   Register the death

2.   Arrange the funeral

Most banks and building societies will pay the funeral bill before probate is granted. When you ask us to deal with the legal process we can usually get the funeral paid from the deceased own bank or building society, avoiding relatives having to pay from their own funds.

3.  Apply for a Grant of Probate

This will usually involve a visit to a solicitor where you will be required to swear an oath. If we deal with the legal process this will not be necessary.

4.  Valuation of the estate

This will include the house and its contents, other personal effects, investments in savings plans, equities, life policies, building societies etc. Draw up a detailed schedule of all the deceased’s assets. Draw up a full schedule of all debts, these will include mortgages, income and capital gains taxes, bills, credit cards, loans and overdrafts.

5.  Complete all legal and probate forms

This includes forms required by the Inland Revenue Capital Taxes Office so that it can be established whether any Inheritance Tax is due.

signing the documents
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