Process

For this service we would make the application for the grant of probate based on the information that you provide to us and will carry out the following:

  • Send notifications of death to financial institutions, Government organisations, utilities and household contacts (only if instructed);
  • Ascertain whether there is any entitlement to bereavement allowances or benefits (only if instructed);
  • Finalise the income tax and capital gains tax position of the deceased at the date of death (only if instructed);
  • Review the terms of the Will and any related codicils or deeds of variation;
  • Ascertain who the beneficiaries are;
  • Identify the composition of the estate and ascertain whether a grant is needed;
  • Calculate the gross and net values of the estate and ascertain the Inheritance Tax due (if any);
  • Claim all known relevant reliefs, Nil Rate Band and Residence Nil Rate Band allowance (if applicable);
  • Preparation of the claim to transfer the unused Nil Rate Band allowance from a predeceased spouse (if applicable);
  • Preparation of the claim to transfer the unused Residence Nil Rate Band allowance from a predeceased spouse (if applicable);
  • Preparation and submission of the relevant Inheritance Tax account;
  • Drafting of the statement of truth;
  • Prepare application for a grant of probate / grant of administration;
  • Apply for the Grant of Probate / grant of administration on your behalf and deal with any queries raised from the Court;
  • Forward official copies of the Grant to you once received;
  • Provide you with a summary of pre-Grant estate accounts with our completion letter.

You would need to make contact with the various banks and other organisations to register the death and gather the financial details for the estate, unless you instruct us to handle this on your behalf. Once the Grant is received you would deal with the rest of the estate administration yourself (unless you then decide to instruct us to handle the post-Grant administration for you).