Probate & Estate Administration Pricing

We will handle the full process for you. This estimate is for estates where:

• There is a valid Will;
• Whether any executors have died or refuse to act;
• There is no more than one property;
• There are no more than 3 bank or building society accounts;
• There are no other intangible assets;
• There are no more than 4 beneficiaries;
• Whether any beneficiaries do not have capacity under the Mental Health Act or a minor;
• There are no disputes between beneficiaries on the vision of assets. If disputes arise this will lead to an increase of costs;
• Whether there are any trusts in the Will;
• There is no inheritance tax payable and the executors do not need to submit a full account to HMRC;
• There are no claims made against the estate.

Fixed Fee:

We can help you through this difficult process by obtaining the Grant of Probate on your behalf.  We will also undertake the collecting and distribution of assets. As part of the fixed fee we will:

• Provide you with a dedicated and experienced probate solicitor to work on your matter;
• Identify the legally appointed executors;
• Accurately identify the type of probate application you will require;
• Complete the probate application and relevant HMRC Forms;
• Draft a legal oath for you to swear;
• Make the application to the Probate Court on your behalf;
• Obtain the probate and securely send two copies to you.

We do offer a fixed fee for dealing with the administration of an estate from start to finish and this will depend on the complexity of the estate and will be agreed in writing before work is commenced.

Disbursements are costs related to your matter that are payable to third parties, such as Land Registry fees or court fees. We handle the payment of the disbursements on your behalf to ensure a smoother process.

Anticipated Disbursements

In the event that there is no Will or the estate consists of any share holdings (stocks and bonds), there is likely to be an additional cost. This could range significantly depending on the estate and how it is to be handled. We will discuss this with you in detail and give you advice regarding any additional fees.

In the event that additional copies of the Grant of Probate are required, these will be charged at £1.50 per copy or per asset.

In the event that the Estate is subject to Inheritance Tax, or there is a need to complete the long Inheritance Tax return, then our fixed fee will increase from £850.00 plus VAT to £1,200.00 plus VAT. If you have instructed us to deal with the whole of the Estate administration, then this is likely to incur a further 3-4 hours of work.

The cost of selling or transferring a property is not included in this price. If you require this service, please advise and we will provide you with an estimate in that regard.

On average, the typical Estate will take between 6 – 18 months.  Generally, the time taken to obtain the Grant of Probate will take between 3 – 6 months, followed by the collection of assets and distribution of the assets which can take between 4 -12 months. This range takes into account a straightforward Estate through to complex Estates.

With every transaction there are key milestones, which may vary according to individual circumstances. They may be as follows. We will:

• Apply for Grant of Probate;
• Obtain Grant of Probate;
• Settle Liabilities;
• Collect funds ready for distribution;
• Distribute funds;
• Produce Estate accounts.

• We do not undertake tax advice.
• We do not undertake valuations for property, savings, investments or other assets.