Grant of Probate, Grant of Letters of Administration (No Will), Full Estate Administration, Executor Assistance, Deed of Variation.
Probate is the legal process that grants authority to manage a deceased person’s estate, ensuring assets are distributed correctly and debts are settled. When a valid will exists, the appointed executor must apply for a Grant of Probate to legally administer the estate.
If there is no will, the estate follows intestacy rules, requiring an administrator to be appointed. Executors and administrators hold lifelong legal responsibility, meaning any errors or omissions, even if unintentional, remain their liability. If mistakes result in financial loss, they can be held accountable and may face legal action from disappointed beneficiaries.
Many assume that family members can handle probate themselves. In reality, the emotional strain of bereavement often makes estate administration overwhelming. Many executors end up instructing a solicitor, who will handle the process but at a significant cost to the estate.
We provide a cost-effective alternative, ensuring the estate is wound up efficiently, legally, and with full compliance. If we are appointed we will prepare all the submissions to the Probate Office and our associate solicitors will then extract the Grant of Probate and complete any reserved legal work.
We offer fixed, transparent fees with no hidden costs, clear pricing, and complete peace of mind.
We handle the entire probate process – Preparing paperwork, submitting legal documents, and ensuring compliance.
We provide compassionate support – We act with sensitivity, discretion, and professionalism.
We ensure full legal compliance – We meet HMRC requirements, follow probate office regulations, and protect executors. We hold affiliate membership with CILEX (Chartered Institute of Legal Executives).
TASK | FREQUENCY | GUIDANCE |
---|---|---|
Locate and Review the Will | At the start of probate | • Ensure the will is valid and the latest version. • Identify named executors and instructions. |
Secure the Estate | Immediately after death | • Secure property, inform banks, and freeze accounts. • Cancel recurring outgoings like utilities or subscriptions. |
Obtain Estate Valuations | Early in the process | • Value property, savings, pensions, and personal items. • Check debts, loans, and funeral costs. |
Submit Inheritance Tax Forms | Before applying for probate | • Complete IHT205 or IHT400 forms as required. • Pay any tax due or request a payment plan if needed. |
Apply for the Grant | Once valuations and forms are ready | • Apply for the Grant of Probate or Letters of Administration. • Include original will and supporting documents. |
Collect and Distribute Assets | After grant is issued | • Close accounts, sell or transfer property. • Distribute gifts and remaining funds to beneficiaries. |
Prepare Final Estate Accounts | Before final distribution | • Document all incoming and outgoing estate transactions. • Provide a copy to each beneficiary for transparency. |
PROBATE SUPPORT SERVICES | RELATED LEGAL APPLICATIONS | COMMON PROBATE FEATURES |
---|---|---|
Executor Support & Briefing | Inheritance Tax Reporting (IHT205/IHT400) | Executor Responsibilities Overview |
Estate Administration Oversight | Trust Creation During Probate | Estate Valuation Requirements |
Beneficiary Communication Support | Will Validity Checks | Debts and Liabilities Handling |
Handling Insolvent Estates | Beneficiary Disputes & Mediation | Final Estate Distribution Advice |
Missing Asset & Liability Searches | Cross-Border Probate Considerations | Timescales for Grant Issuance |
Assisting with Estate Bank Closures | Joint Asset Transfer Support | Estate Record Keeping & Receipts |
Probate Application Pre-check | Advice on Insolvency Proceedings | Final Accounting to Beneficiaries |
Service Areas