Probate Services Level 1
Probate and Estate Management Services
Service Level 1 – Probate Application and HMRC Forms
We can complete the application to the Probate Registry for the Grant of Probate, as well as complete all the HMRC Tax Forms and assist with any enquires HMRC may have.
This would then leave you and the family to administer the estate once the Grant of Probate has been obtained.
You would then need to administer the estate, consider any Income or Capital Gains Tax issues and then complete the Estate Accounts yourselves.
We will:-
- Prepare the necessary documentation for the Grant of Probate application in order to apply for and obtain the Grant of Probate.
- Complete HMRC Tax Forms and correspond with HMRC as necessary.
- Consider the validity of the Will (if relevant).
- We will send the Grant of Probate to the Executors or Administrators to allow them to complete the estate administration process.
Talk to us today about how we can help you with your Probate and Estate Management. Call our Probate advisors in Norfolk and Suffolk on 0333 1300 509 or fill in the form below.
Other services for Probate and Estate Administration
LEVEL 2
Completing HMRC Forms Only
If you have decided to apply for the Grant of Probate yourself, we can assist by completing just the HMRC Inheritance Tax Forms. In this instance, we would also assist with any enquires that HMRC may have.
LEVEL 3
Full Estate Probate Administration
With our Full Administration Service, we take full responsibility for getting the Grant of Probate and dealing with the Legal, Tax, and Estate Admin affairs for a fixed fee. There are no upfront costs to pay.