As probate specialists, we help families and executors to sort out all the legal and financial matters when someone close to them dies, completing all the necessary paperwork in order to distribute the estate of the deceased to their beneficiaries, according to their last will and testament, or intestacy.  

Our probate team has three specialists and two assistants.  As we advise on probate and estate administration matters all day, every day, our technical knowledge and experience are second to none which means we encounter very few situations that we have not seen before. As no two estates are the same, we offer a flexible service tailored to meet the needs of individual executors. Following an initial review meeting and completion of an estate administration questionnaire, which helps us understand the scope of work required, we provide executors with a bespoke fee estimate for administering the estate and applying for probate.

We will guide you through the process of what constitutes probate, why probate is required, what is a grant of probate, and how you get probate. Our lawyers will work with you throughout the probate application process, helping to make the estate administration as straightforward as possible.  

We advise on:

  • obtaining the grant of representation from the Probate Registry
  • preparing estate accounts
  • setting up any trusts arising under the will or the intestacy rules
  • dealing with property in probate 
  • post-death tax planning and the preparation of deeds of variation 

We can also help if there are no surviving relatives able to manage the various administrative tasks that have to be dealt with after someone’s death. We can register the death, liaise with the funeral directors, deal with vacant property (including its sale, transfer) trace and notify beneficiaries, and sort out any outstanding liabilities. 

I would just like to thank you for all your help in handling my Mother's estate. The speed it was sorted out was much quicker than I thought possible. Thank you.

Michael Fitzpatrick

Pricing transparency

Quality assured: Wright Hassall is Lexcel accredited, the Law Society’s legal practice quality mark for practice management and client care.

The fee scale indicated in the table below relates to uncontested estates and reflects the amount of work required to administer the estate, rather than a percentage of its value. For instance, a simple estate with one or two beneficiaries, a property and a bank account will be at the lower end of the fee scale (regardless of its value), whereas a more complex estate with several beneficiaries, bank accounts, investments,  properties, farms and private company shares will be at the higher end.

Fees
  Fixed Fee (including VAT) Estimated completion time
*Grant of probate only 

£1,860

[Standard Grant of Probate]

£2,040

[Standard Grant of Probate claiming double nil rate band
Two months
 

Average fee scale (including  VAT)

NB: This fee scale is a guide only. We will send you a questionnaire to complete so we can establish how much work will be involved in administering the estate before giving you an accurate estimate.
*Grant of probate and IHT return (IHT 400)

£2,400

£6,000

Six to eight months

*Full estate administration £4,800 £15,000+ Ten to twelve months

The prices above do not take into account any costs payable to a third party such as Probate Court fees and office copies, swearing fees, Will and asset searches, bankruptcy searches and statutory notices, or any taxes payable to HMRC in the estate For more information please see the Gov.UK website.

NB. During 2019 it is likely the Probate Court fees will increase substantially for estates with a value of more than £2 millon.

Face to face review meeting

Price (including VAT)

Initial meeting to discuss the scope of what is likely to be involved in administering the estate. If we are instructed to act in the estate, this cost will be incorporated into our overall estimate and included in our first invoice.  We reserve the right to charge separately if not instructed.   £200 - £300

The details

*Grant of probate

Work involved will include:

  • Review of the will and executors’ duties.
  • Review of assets and liabilities.
  • Preparation and signing of inheritance tax forms,  arrange for the swearing the oath/signing of statement of truth.
  • Apply to the Probate Court to obtain Grant of Probate and requisite number of office copies to enable the executors to distribute the assets of the estate.

*Grant of probate and IHT return (IHT 400)

  • Review of the will and executors’ duties.
  • Review of assets and liabilities.
  • Consider any transferable nil-rate band, residence nil-rate band, gifts made in the past seven years, and any available exemptions.
  • Prepare IHT form 400, calculate any tax owed, advise on timings and options for payment, arrange for the swearing of the oath/ signing of the statement of truth.
  • Submit IHT 400 once tax has been paid and receipt obtained from HMRC.
  • Apply to the Probate Court to obtain Grant of Probate and requisite number of office copies so executors can distribute the estate’s assets.
  • Consider IHT loss relief claims on assets sold by executors, report any corrective figures to HMRC, and deal with any HMRC queries, obtain IHT clearance.

*Full estate administration

  • Review of the will and executors’ duties.
  • Prepare and submit statutory notices to claimants in the London Gazette and local press and undertake Will and asset searches for later Wills or unknown assets in the deceased’s name.
  • Review of assets and liabilities and obtain valuations.
  • Contact all beneficiaries to advise them of their entitlement.
  • Consider any transferable nil-rate band, residence nil-rate band, gifts made in the past seven years, and any available exemptions.
  • Prepare the relevant tax forms (IHT 205 or IHT 400) and provide Statement of Affairs to Executor.
  • Calculate any tax owed, advise on timings and options for payment, arrange for the swearing of the oath/signing of the statement of truth.
  • Submit the relevant IHT form, pay any tax owed and obtain receipt from HMRC.
  • Apply to the Probate Court to obtain Grant of Probate and requisite number of office copies.
  • Collect assets, pay outstanding liabilities, and reimburse Executors’ expenses, pay legacies.
  • Send a Beneficiary Statement of Affairs to the residuary beneficiaries and correspond with executors and beneficiaries regarding the transfer of assets and distribution of the estate.
  • Consider IHT loss relief claims on assets sold by executors, report any corrective figures to HMRC, deal with any HMRC queries or additional payments including income tax and capital gains tax, obtain IHT clearance.
  • Prepare estate accounts for executor approval, pay balance to beneficiaries and prepare tax deduction certificates.