What does our probate service provide?

We offer a full estate administration service, guiding you through the process from start to finish.

The service would typically include:

• Meeting with you to take your instructions.
• Investigating the assets and liabilities in the estate, including obtaining professional valuations of property, investments and other assets.
• Preparing the first set of drafts of Estate Accounts.
• Preparing the probate papers, including the Oath and necessary HMRC forms.
• Liaising with HMRC with regard to the Inheritance Tax liability of the estate, and arranging the payment of inheritance tax.
• Applying for and obtaining the Grant of Representation from the Probate Registry.
• Collecting in the assets of the estate and/or transferring assets to beneficiaries.
• Dealing with any income or Capital Gains Tax liabilities of the estate, for the administration period.
• Preparing final estate accounts.
• Distributing the remaining assets to the beneficiaries

What is the cost of applying for probate?

The exact cost will depend on the individual circumstances of the matter, including:

• the size of the estate,
• the complexity of the deceased’s financial affairs and the estate, including whether the Deceased had a large number of accounts and other investments,
• whether the estate includes foreign assets, trusts, or business interests,
• whether the deceased left a Will (and how well it was drafted) or whether the estate passes under the Rules of Intestacy.

Call us today on 0121 558 7691 to speak to us – or fill out our online form and we’ll call you back.