Probate Services

A SERVICE WHICH OFFERS PROFESSIONAL ADVICE AND GUIDANCE RIGHT UP TO FULL ADMINISTRATION OF YOUR LOVED ONE’S ESTATE (Working in conjunction with the SWW Trust Corporation)

Applying for probate can be a daunting and time consuming process. We are here to take the worry away from you at this difficult time.

We assist with the following:

SERVICE ONE:   PROVIDING A FULL PROBATE AND ADMINISTRATION OF THE ESTATE

  • Let us take the strain by dealing with the full administration of the estate
  • We offer a very competitive fixed fee service, so you know what you will pay right at the start.

Contact us for a no obligation quote

SERVICE TWO:  GRANT OF PROBATE ASSISTANCE SERVICE

  • We will obtain the Grant of Probate on your behalf and leave you to deal with the administration of your loved one’s estate

We will:

  • Advise on the terms of the will
  • Advise you as your duties/ responsibilities as an executor
  • Advise on setting up the trust provision within the will
  • Ascertain the estate’s assets and liabilities
  • Assistance for completion of either PA1, IHT 205 or IHT 400 forms
  • Advice on preparing your appointment with the Probate Registry
  • Submitting the application to the Probate Registry

Upon receipt of the Grant of Probate or Letters of Administration we will:

  • Completion of stock transfer forms
  • Completion of claim forms
  • Advice on the collection of assets and payment of any liabilities
  • Completion of HMRC form R27
  • Advice on distribution to beneficiaries
  • Drafting of estate accounts to provide to beneficiaries

Contact us for further information