Worry-free Probate Service
At a time of grieving the loss of a loved one, dealing with their affairs can feel overwhelming. We simplify estate administration with calm, professional support.
- Fixed price, agreed upfront
- No upfront payment
- We handle the paperwork
The basics
What is Probate?
Probate is the legal process that confirms a Will is valid and authorises the named executor to manage the estate of someone who has passed away: their property, money, debts and possessions. Where no Will exists, the next of kin can apply to become the administrator.
It is not always needed, and the panel below shows when it usually is. If you are unsure, call us. We will tell you honestly whether you need Probate at all, and that call costs nothing.
If you haven't yet made a Will or reviewed your wider estate plan, our estate planning advice guide is a good place to start.
Gathering the estate isn't just property and bank accounts these days, our guide to digital legacy planning covers what executors need to know about online accounts too.
- Fixed price, agreed upfrontYou know the full cost before anything begins.
- No upfront paymentFees are settled from the estate, not your pocket.
- No hidden chargesThe price we agree is the price you pay.
- Kept informed throughoutRegular updates at every stage, in plain English.
A common question
Do you even need probate?
Not always. A two-minute read of which side you fall on, and if you are unsure, one phone call settles it.
Probate may not be needed
- The estate is small
- Everything was owned jointly and passes automatically to the survivor
- There is no property held in the deceased’s sole name
Probate is usually required
- The estate includes property
- Assets were held in the deceased’s sole name
- A bank or institution asks to see a Grant (thresholds run from £5,000 to £50,000)
Two levels of help
Choose the support that fits
Grant of Probate Application
For straightforward estates where the family is happy to handle the administration themselves. We deal with the inheritance tax assessment and the Grant application.
- Inheritance tax assessment handled
- Grant application prepared and submitted
- You administer the estate once granted
Complete Probate Service
For larger or more complex estates, we manage every aspect from start to finish, so the family can simply be a family.
- Inheritance tax evaluation
- Grant application handled
- Full estate administration
- Regular progress updates throughout
Questions, answered
Probate FAQs
Occasionally a concern about a Will surfaces during probate itself. Here's what contesting a Will actually involves, and the time limits that apply.
Keep exploring
Our other services
Friendly, professional guidance across everything estate planning, always personal and always in plain English.
Let us carry the paperwork.
A quiet, honest conversation about what the estate needs, and what it does not. No obligation, no jargon.
Home visits across Somerset, or online anywhere in England and Wales.