Service Information

  • Initial conversation with you;
  • Arrange a half hour complimentary meeting to discuss the estate and see what is involved;
  • Send you a proposal of service and quote of our fees, and complete administrative paperwork for you to sign;
  • Ask you to provide us with a copy of the deceased’s Will and death certificate;
  • Ask you to provide us with the deceased’s paperwork for investments, assets and property and date of death valuations (unless otherwise instructed);
  • Calculate the value of the estate and consider any reliefs that may be available;
  • Notify you of any inheritance tax that may be due and how to pay;
  • Prepare the relevant papers and forms in your name for the application for probate;
  • Arrange a meeting with you to go through the application and obtain signatures;
  • Submit the application and associated papers to HMRC and the Probate Registry;
  • Once probate is received, to forward the Grant to you and we will then proceed to close our file.