Probate & Estate Administration

When a relative dies we can assist those left behind with the administration of the Estate. The death of a loved one is a difficult time and can be made worse by having to deal with bank accounts, unpaid bills, the sale of a house and obtaining Probate. We can be instructed to do some or all of the work and we do not charge a percentage of the Estate for our services.

Dealing with the entire Administration of the Estate

When instructed on this basis, we will handle the full administration of the Estate for you from beginning to end including applying for the Grant of Probate, collecting in the assets and distributing to the beneficiaries once the liabilities have been settled.

The exact cost will depend on the individual circumstances of the matter. For example, if there is one beneficiary and no property involved, costs will be at the lower end of the range. If there are multiple beneficiaries, a property to sell and multiple bank accounts, building society accounts and shares then costs will be at the higher end.

Costs are generally in the region of £3,000 to £5,000 plus VAT and disbursements (third party costs).

This includes Estates where:

  • There are no foreign assets;
  • There are no disputes between beneficiaries and/or Executors;
  • There are no claims made against the Estate; and
  • There is no Inheritance Tax payable and the Executors do not need to submit a full account to HMRC.

Ready to get started with your will?

Call Baldeep on either 0121 559 2922 or 0121 585 3900 for a free friendly, no obligation consultation.

Baldeep Kaur Kooner, Jordans Solicitors

The most common disbursements (third party costs) linked with the Administration of the Estate are as follows:-

  • HMCTS Court Fees – £155.00 for obtaining the Grant, £12.00 for settling the Grant (if applicable) and £0.50 for each sealed copy of the Grant;
  • Statutory Advertisements which can protect against claims from unknown creditors – The London Gazette Notice costs around £93.00 and a Notice in the public notices section of a local newspaper can range from £110.00 – £180.00;
  • Bankruptcy Searches – £2.00 per Beneficiary; and
  • HM Land Registry search Fees – £3.00 per entry.

You will be provided with more information about these costs if you decide to proceed so that you can decide whether they are applicable to your circumstances. Some third party costs such as the HMCTS fees are compulsory when a Grant of Probate is required.

 

For Estates in England and Wales, the personal representatives cannot be compelled to distribute the assets of the Estate until at least one year has elapsed from the date of death (Section 44 Administration of Estates Act 1925). This is commonly referred to as the Executor’s year. Often, Estates are dealt with well within this time-scale but if there is a property to sell that is on the market for a considerable length of time, time-scales can vary enormously.

 

As part of the Administration of the Estate we will:-

 

  • Provide you with a dedicated and experienced solicitor to work on the matter throughout;
  • Identify the legally appointed Executors or Administrators and beneficiaries;
  • Accurately identify the type of application required e.g. Grant of Probate, Grant of Letters of Administration, Grant of Letters of Administration with Will Annexed, Grant de Bonis Non etc;
  • Obtain the relevant financial information required to make the application;
  • Draft the relevant HMRC papers;
  • Draft a legal Oath for you to swear in the presence of an independent solicitor;
  • Lodge the papers with HMCTS on your behalf;
  • Collect in all assets once the Grant of Representation has been issued by the Court;
  • Settle the liabilities of the estate; and
  • Distribute the estate in accordance with the Will or the Intestacy (where there is no Will).

You can contact us by phone or email to obtain a tailored fixed fee based on the estate that you are dealing with.

Obtaining the Grant of Probate only

When instructed on this basis, we will assist you in obtaining the Grant of Representation from HMCTS and once this has been done, we are not then involved with the administration of the Estate as a whole.

Costs are generally in the region of £500.00 inclusive of VAT plus disbursements (third party costs).

This assumes that:

  • There are no foreign assets;
  • There are no disputes between beneficiaries and/or Executors;
  • There are no claims made against the Estate; and
  • There is no Inheritance Tax payable and the Executors do not need to submit a full account to HMRC.

The most common disbursements (third party costs) linked with obtaining the Grant only are as follows:-

  • HMCTS Court Fees – £155.00 for obtaining the Grant, £12,00 for settling the Grant (if applicable) and £0.50 for each sealed copy of the Grant;
  • Statutory Advertisements which can protect against claims from unknown creditors – The London Gazette Notice costs around £93.00 and a Notice in the public notices section of a local newspaper can range from £110.00 – £180.00; and
  • HM Land Registry search Fees – £3.00 per entry.

You will be provided with more information about these costs if you decide to proceed so that you can decide whether they are applicable to your circumstances. Some third party costs such as the HMCTS fees are compulsory when a Grant of Probate is required.

Costs will vary from the above if the Estate is liable for Inheritance Tax and/or a transferable nil rate band application is required and/or the residence nil rate band has to be applied for. We will advise you further in relation to these elements if you decide to instruct us.

When you instruct us to obtain the Grant of Probate only we will:-

  • Provide you with a dedicated and experienced solicitor to work on the matter throughout;
  • Identify the legally appointed executors or administrators;
  • Accurately identify the type of application required e.g. Grant of Probate, Grant of Letters of Administration, Grant of Letters of Administration with Will Annexed, Grant de Bonis Non etc;
  • Highlight the relevant financial information that is required to make the application so that you can obtain this information from the various financial institutions directly;
  • Draft the relevant HMRC papers;
  • Draft a legal Oath for you to swear in the presence of an independent solicitor;
  • Lodge the papers with HMCTS on your behalf; and
  • Once the Grant of Representation has been issued by the Court we forward the same to you so that you can then deal with the administration of the estate without our assistance.

You can contact us by phone or email to obtain a tailored fixed fee based on the estate that you are dealing with.

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