Helping You Through the Probate Process
Guiding families through the probate process step by step, ensuring clarity and support at every stage. Taking a compassionate approach minimising stress during this challenging time.
What is Probate?
Probate is the process of dealing with the estate of someone who has died, which generally means clearing their debts and distributing their assets in accordance with their will.
Technically, ‘probate’ refers to getting permission to carry out the wishes within someone’s will, though the term also applies to the whole process of settling someone’s estate.
If you’re responsible for executing someone’s will, there are specific rules that set out how you notify the authorities and distribute the estate. For permission to manage this process, you’ll need to apply for a grant of probate, or grant of confirmation in Scotland.
There are separate rules and regulations if someone dies without a will, otherwise known as dying intestate.
Why Do I Need Probate?
Probate is usually needed in England or Wales when the person who died owned property or significant assets in their sole name.
You may not need probate if the person who died:
-
Only had savings assets.
-
Owned shares or money with others - this automatically passes to the surviving owners unless they’ve agreed otherwise
-
Owned land or property as joint tenants with others - this automatically passes to the surviving owners.
Some banks will pay out a certain amount without the need to apply for probate. You should speak to your bank to find out how much money it will release when you die. If a bank or financial institution has asked for a grant of probate or grant of letters of administration, it’s likely probate will be needed.
HOW MUCH DOES IT COST
A Service To suit Your Needs
Our service offers options to suit everyone’s needs and budget from simple form checking through to dealing with complex estates where Inheritance Tax (IHT) is due.
Our prices are very affordable as we believe finance shouldn’t stop you getting the help and support you need.
Form check from
£500*
No IHT due, net estate under £325,000
£1,750*
No IHT due, net estate over £325,000
£2,250*
IHT due on straightforward Estate
£3,000*
IHT due on more complex Estate (e.g. assets in trust)
from £4,000*
*Probate application fee not included
TESTIMONIALS
What Our Clients Say
Friendly, efficient, fast, and very knowledgeable - Truly reliable
Kept very well informed about the details of the process and also it felt like a very personalised service with regular feedback. Nothing seemed to be too much trouble.
An excellent service conducted very professionally at a time of close personal loss.
Get In Touch
Reach Out and Our Team Will Be In Touch
We’re here to help with all your estate planning and probate needs. Whether you have questions about our services or want to schedule a consultation, please reach out to us. Our experienced team is ready to assist you with professional, personalised care. Contact us today to take the next step towards securing your future and protecting your legacy.
