PROFESSIONAL ADVICE AND GUIDANCE TO FULL ADMINISTRATION OF YOUR LOVED ONES ESTATE
APPLYING FOR PROBATE CAN BE A DAUNTING PROCESS
We are here to offer step by step Probate assistance and guidance or we can take the worry from you and complete the full administration for you.
WE ASSIST WITH THE FOLLOWING:
Providing full Probate and Administration of Estate Service
- Let us take the weight on our shoulders instead of yours by dealing with the full administration of the Estate.
- We offer a competitive fixed fee which is transparent right from the start.
Please call for a quote today.
Grant Assist Service
We will obtain the Grant of Probate on your behalf and leave you to deal with the administration of your loved ones Estate.
This is a fixed fee service of £850
Hand Hold Service
If you wish to deal with your loved ones Estate yourself but would like to rely on specialist professional advice and guidance then we are here to help. The fee for this service is charged at an hourly rate of £100 per hour leaving you in control of the Estate and the level of support you require.
- advise you regarding your duties and responsibilities of being an Executor and also your duty as a trustee
- advise on the terms of the will
- advise on the setting up of a trust provision within the will
- initial steps to ascertain assets and liabilities in the estate
- assistance and guidance for completion of either PA1, IHT 205 or IHT 400 forms
- advice on preparing for your appointment with the Probate Registry
- submitting the application to the Probate Registry
UPON RECEIPT OF THE GRANT OF PROBATE/ LETTERS OF ADMINISTRATION
- template letters provided
- completion of stock transfer forms (shares)
- completion of claim forms
- advice on collection of all assets and payment of any liabilities
- assistance with completion of HM Revenue & Customs Potential Repayment to the Estate
- advice on distribution to beneficiaries
- drafting of Estate accounts to provide to all beneficiaries
FOR INFORMATION REGARDING OUR PROBATE SERVICES PLEASE CONTACT US ON:
Tel: 01673 860822