PROBATE & ESTATE
Supporting You Through Difficult Times
Our aim is to reduce any undue stress during this process.
We completely understand that at a time of bereavement it can be difficult to focus on anything else. We’re here to help you with friendly, compassionate advice.
Everything is explained step by step in our detailed guide. Sign up and get your free copy today.
Peace of Mind in 3 Easy Steps
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Competitive pricing to suit every budget.
We provide full guidance, ensuring you and your family are protected. So you can focus on enjoying life.
We take pride in our company ethos and the services we provide. Make the right choice. Choose My Estate Planning Service to help you
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Supporting you through difficult times
Losing a loved one can be a strenuous and difficult time for anyone. Our team are ready to assist handling your estate administration matters with complete care and professionalism. Our aim is to relieve you of any stress during this process.
What Does Probate Mean?
why choose this service?
- There are many duties and obligations when dealing with estate administration.
- Probate can be a complicated process, and correctly completing it is very critical.
- Our expert legal team have the experience and skills to conduct all procedural probate requirements effectively.
- Any issues are identified and addressed, all accounts are managed with full legal compliance.
we're here to help
Our specialists will be on hand to guide your loved ones through the entire probate process. During what can be emotionally draining and difficult, we’re by your side to make things as stress free as possible. We take on the responsibility on your behalf, so you don’t have to worry. Below is a list of some of the points we cover in the probate process, we’ll give you a booklet that summaries the whole process.
- Organising, drafting and submitting the probate documents.
- Establish and maintain any Trusts that the Will has formed.
- Identifying any life or minority interests as well as join assets.
- Preparation of tax forms for income, inheritance and capital gains.
- Calculation and payment of what is owed.
- Procuring clearance from HM Revenue and Customs
- Collection of assets.
- Securing formal evaluations.
- Organising sales and closing accounts.
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Frequently Asked Questions
The executor named in the will can apply for probate or if you are named in the will to receive some/all of the estate and there is no executors willing to apply. If there is no will, then the next of kin may apply: spouse, civil partner, children (including adopted), parents, siblings, grandparents, aunts and uncles.
If more than one person applies then a joint application may be made. No more than four applications is permitted, and the applicants are required to attend an interview with the Probate Service at HMCTS.
Fees tend to be case specific however £150-£250 for investments priced at £5,000 or more is about average. Generally, charges are set at cost recovery rates.
You can’t get a Grant of Probate if there is no Will, but through a slightly different method called intestacy you can apply for a Grant of Administration. Only spouses, civil partners, children and immediate relatives can inherit under these rules.
An executor simply put is a person nominated by the deceased to deal with the administration of their estate after their death. A beneficiary is an individual who will inherit that property. It is common for the executor and beneficiary to be the same person.
A simple estate with a few UK-based assets and a small number of beneficiaries would take less time to handle than a large estate with multiple assets both in the UK and abroad, with a large number of beneficiaries some of whom may not be easily found.
Generally, you will need a grant of probate if the person who died held assets in their own name. There are exceptions, if the assets value does not exceed more than £5000, or where all assets are kept in joint names.
A will must be dated and signed.
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0204 516 5969
Planning together so you can focus on enjoying life.