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Our Services

Probate Services

Price on application

The Problem

Probate without help can take a year and a thousand decisions.

Grieving families face HMRC forms, Inheritance Tax reports, asset valuations, executor duties and beneficiary disputes — usually for the first and only time in their lives. Mistakes cost time, money and family relationships.

How We Help

A proper probate services solution gives you:

We obtain the Grant of Probate on your behalf
Full estate valuation and HMRC Inheritance Tax submission
Asset collection, debt settlement and beneficiary distribution
Plain-English updates at every stage — you're never left in the dark
Executor protection — we help you discharge your legal duties correctly
Fixed-quote options available once we understand the estate

No obligation. No jargon. No pressure.

How It Works

Your Probate Services Process

Free initial call

We learn about the estate and explain whether Probate is needed.

Estate valuation

We value assets, liabilities and any IHT due, and submit the right HMRC forms.

Grant application

We apply to the Probate Registry on the executors' behalf.

Estate administration

We collect assets, settle debts and distribute the estate to beneficiaries.

Summary

Probate is the legal process of administering a deceased person's estate. It involves applying for a Grant of Probate, valuing the estate, paying any debts and taxes, and distributing assets to beneficiaries. Our qualified advisors guide you through every step during a difficult time.

Key Takeaways

A Probate certificate is usually required for estates worth over £5,000
If the deceased left a Will, the named Executors should apply for Probate
If there's no Will, the next of kin should apply under the intestacy rules
An Inheritance Tax report must be submitted alongside the Probate application
Professional help can save time, reduce stress, and avoid costly mistakes

When people talk about applying for Probate, they usually mean an application to the Probate Registry for a Probate certificate. A Probate certificate allows the Executors of the estate to deal with the deceased's assets.

An application to the Registry is usually required when a person passes away and leaves an estate of over £5,000. For example, if a person dies and they have £30,000 in their bank account (even if they don't leave any other assets), the bank may require the Executors to apply to Probate for the certificate to deal with the account.

As a general rule, if a person leaves assets worth less than £5,000, a Probate certificate is not required. This means that if a person passes away and they owned a property, Probate would always be required.

If the person who passed away left a Will, the Executors named in the Will should apply for Probate. If the person who passed away did not leave a Will, their next of kin (closest family members) should apply for Probate.

As part of the Probate application, you will be asked whether there is any Inheritance Tax to pay on behalf of the estate, so it's a good idea to estimate the value of the estate before applying. You should submit an Inheritance Tax report at the same time as applying for Probate. We will be happy to help you with these documents.

Common Questions