Worry-free
Probate Service
At a time of grieving the loss of a loved one, dealing with their affairs can feel overwhelming. If you don’t want to face this challenge alone, allow us to take the weight off your shoulders. Friendly, professional support to make the estate administration process more straightforward. Whether you would like full support, or help applying for a grant, we can help you.
What is Probate?
Probate is a legal process that confirms the validity of a Will and gives the named Executor the authority to manage the deceased person’s estate. This process involves dealing with the deceased’s property, money, debts, and personal possessions. In cases where there is no Will, a next of kin can apply to become the Administrator, allowing them to carry out the necessary responsibilities in managing the estate.
Before any assets are transferred or distributed, it is important to check whether applying for Probate is required. Failing to do so could delay the estate administration process.
Do You Need to Apply for Probate?
In many cases, you may not need to apply for Probate, especially if the estate is small. Probate is generally unnecessary if the deceased only owned joint assets, as these automatically pass to the surviving owner. However, when it comes to larger or individually owned assets, Probate is often required.
Typically, Probate is necessary when the deceased owned property or significant assets solely in their name. Each financial institution, such as banks or building societies, has different thresholds that dictate whether Probate is needed. These thresholds can range from £5,000 to £50,000, and even if a specific account falls below the threshold, the size of the overall estate could still prompt a request for a Grant of Probate.
It’s best to contact the relevant organisations holding the assets or seek professional advice to determine if Probate is necessary.
Our Probate Service – a Simple Approach
Our Probate Service is provided at a fixed, agreed price. There are no hourly rates or hidden charges, and we don’t ask for any payment upfront. This ensures you receive a smooth, hassle-free estate administration experience without unexpected costs during the probate process.
Fixed price, agreed upfront
No upfront payment
No hidden charges
Enjoy a smooth, hassle-free experience
Compare the different ways our Probate Service can help you
Grant of Probate Application
If the estate is straightforward, or you’re confident proceeding alone, we will arrange for the Grant of Probate so that you can get started.
We will:
- Establish if any inheritance tax is due
- Apply for a grant of probate
Complete Probate Service
If the estate is more complex, or you’re not happy handling it yourself, then relax and let experts handle everything and help to ensure that matters are handled swiftly.
With our complete probate service we will:
- Establish if any inheritance tax is due
- Apply for a grant of probate
- Carefully manage every aspect of the estate administration process
- Ensure you are regularly updated of all progress
Navigating the Probate Process
Probate is an essential legal procedure for handling a deceased person’s estate, ensuring that their assets are distributed correctly and according to the law. While it may seem complex, understanding when Probate is necessary and who can apply for it simplifies the process. By knowing what to expect in terms of timeframes and responsibilities, you can approach estate administration with greater confidence.
If you are unsure whether Probate is needed or how to proceed, it is always a good idea to seek professional advice. An expert can help guide you through the steps and ensure that everything is handled efficiently and accurately.
