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Probate Service Information

PROBATE AND INTESTACY MATTERS

What our price includes

Our estimate for our costs will include:

  • Advising you on all aspects of the estate;
  • Writing to the financial institutions to request all relevant financial information;
  • Contacting the utility companies and insurers;
  • Preparing the Inheritance Tax submission and, if necessary, arranging for the payment of Inheritance Tax.
  • Preparing the Oath and applying for the Grant of Probate or Letters of Administration;
  • Dealing with the registration of the Grant with all the asset holders;
  • Realising/transferring assets (excluding the property) in accordance with your instructions;
  • Preparing Estate Accounts;
  • Distributing the estate in accordance with the Will or under the Intestacy Rules;
  • Preparing, if necessary, Tax Returns for the administration period;

Additional charges will apply for:

  1. Preparing Deeds of Variation;
  2. Conveyancing work in relation to the property within the estate;
  3. Preparing Income Tax Returns prior to the date of death;
  4. Dealing with any contentious matters that may arise in relation to the estate.

How long will the administration of the estate take?

The time taken from receiving your instructions to distributing the estate will depend on several things.A straightforward estate where there is a Will, a small number of assets and a small number of beneficiaries with no property to sell or Inheritance Tax to pay can be completed usually within 3 to 6 months. 

If there is a property to sell then how long it will take to complete the administration of the estate will depend upon how long it takes for a buyer to be found. 

If there is Inheritance Tax to pay the Revenue can take several months to agree the tax that has been calculated and to confirm that they do not want to make any enquiries about the estate.

Stages of the estate administration process

  • Take your instructions and give you first advice
  • Obtain valuations of all assets and ascertain what liabilities there are
  • Prepare the papers to apply for the Grant and arrange for them to be signed
  • Pay any Inheritance Tax that is due on the estate
  • Apply for the Grant
  • Receive the Grant and register it with the asset holders
  • Collect in the assets and pay all outstanding liabilities and administration expenses
  • Finalise the Income Tax position
  • Prepare Estate Accounts and obtain approval to them
  • Distribute the estate to the beneficiaries

Who will work on my file?

Sarah Arundel

Sarah has many years of experience of Wills and Probate and has practised in Harrogate since qualifying as a Solicitor in 2002.  Sarah is a member of the Society of Trust and Estate Practitioners (STEP) and has many years of experience dealing with Probate, Wills, Estate Planning, Powers of Attorney and Court of Protection matters.

Tel: 01423 538111
Email: saraharundel@taylorfawcett.co.uk

 

Susan Hudson

Susan has worked in law since 1980.  She qualified as a Chartered Legal Executive in 1998 and, having always been part of a Probate & Wills Department, provides a wealth of specialist experience in the administration of estates, elderly client work, Wills and Powers of Attorney.

Tel: 01423 538111
Email: susan@taylorfawcett.co.uk

 

Kim Marley

Kim joined Taylor Fawcett in 2008 and progressed to the Probate team in 2014.  Kim works alongside and has been trained by Susan to assist her with the day to day administration of her files.   Any work carried out by Kim is be overseen by Susan.

Tel: 01423 538111
Email: kim@taylorfawcett.co.uk

 

Sandra Blackburn

Sandra joined Taylor Fawcett in 2002 and progressed to the Probate team in 2014.  Sandra works alongside and has been trained by Sarah to assist her with the day to day administration of her files.  Any work carried out by Sandra is overseen by Sarah.

Tel: 01423 538111
Email: sandra@taylorfawcett.co.uk

 

Click here to download Probate Department Fees PDF

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