A probate team that

At some stage in our lives, we will all experience a death in the family. During this difficult time, family and friends will be faced with the issue of having to dealing with the property and assets. It’s our job, as a probate team, to give you peace of mind during this difficult time.

Probate

Our experienced team in Birmingham and Nottingham are experts in obtaining the Grant of Probate and administering the estate in accordance with the wishes stated out in the Will. Meaning that we can register the death and administering the estate in accordance with their will or through the rules of intestacy.

If you are named as an executor of a Will you may need to apply for a Grant of Probate. A Grant of Probate is an official document which the executors may need to administer the estate. It is issued by a section of the court known as the probate registry.

One of our probate team in Birmingham or Nottingham will talk through with you the steps involved in obtaining the Grant of Probate and what information is needed in order to administer the estate in a quick and stress-free fashion.

We are also able to assist in obtaining and completing assent forms and deeds of variation, should you be administering the estate yourself.

We offer a compassionate, cost-effective and high-quality service to their clients, with the sole aim of ensuring that probate does not cause any unnecessary discomfort or stress at an obviously distressing time.

Free probate consultation

Steps to probate

Register the death and arrange the funeral

Register the death and arrange the funeral

The death needs to be registered with the registrar. This is usually carried out by the next of Kin.

After informing loved ones, the funeral will need to be arranged. It would be wise to consider whether any funeral provisions were made in a will.

Estate valuation

Estate valuation

Details of the deceased estate then needs to be collected, including all property, business, and foreign assets. The value of the assets and liabilities at the date of death need to be collected and the relevant inheritance tax forms completed. If the net estate is more than the nil rate band threshold, then inheritance tax needs to be paid.

Obtain the Grant of Probate and administer the estate

Obtain the Grant of Probate and administer the estate

Once the Grant of Probate or Letters of Administration is obtained (dependant on whether or not there is a Will), it is then used to close the accounts of the deceased, settle liabilities, transfer or sell the home, settle any further HMRC liabilities and then deal with the distribution of the estate in accordance with the Will or the rules of intestacy.

Our probate services

Grant of probate

£ 1,000 fixed fee, inc. VAT
  • Free initial consultation
  • Application for either a Grant of Probate or a Grant of Letters of Administration on behalf of the executor of a will
  • Explanation of your responsibilities as the executor of a will upon receipt of the Grant of Representation
  • Includes probate application fee, ten copies of the Grant of Probate, and the swearing of an oath

Estate administration

£3,600 starting price inc. VAT
  • Free initial consultation
  • Collating the relevant information in regards to the estate and calculating the value of the estate
  • Filing the necessary paperwork to comply with Inheritance Tax regulations
  • Managing the liabilities on the estate
  • Arranging the sale or transfer of any property in accordance with any will
  • Distribute the estate in accordance with any will
  • £240 hourly rate inc. VAT:

    Estate up to £325,000 with a property and four beneficiaries = 15-20 hours.

    Estate up to £750,000 with 1-2 properties, four beneficiaries, and no complex tax issues = 20-30 hours.

    Estates beyond this will need to be quoted on request during a no-obligation free consultation.
  • Additional disbursements: £215 probate fee; 50p per copy of the Grant of Probate; £5 swearing an oath; £3 bankruptcy search fee; £60-90 deceased estate notice; £162 landmark financial asset searches

Assent form or
Deed of Variation

£ 300 fixed fee per form, inc. VAT
  • Free initial consultation
  • Drafting of the documents to your wishes
  • Explanation of what the document means in relation to you and the estate

Private client matters are worked on by a chartered legal executive who has worked on wills and probate matters for 8 years and has completed over 250 cases over those years, as well as a probate solicitor with 6 years experience handling probate matters completing over 250 cases. All matters are ultimately supervised by a qualified solicitor (LPC) with 17 years experience practising law. The list of Disbursements is not exhaustive and others may be on a case by case basis but they are usually limited to the above.

Ever considered a life folder?

Just one of those questions you should ask yourself every now and then. In case anything was to happen to you, it’s probably a good idea to have a folder with your most important documents to hand so that those closest to you can have peace of mind in knowing what to do next. Click the button below for our guide to a good life folder!