Probate Services Level 3

Probate and Estate Management Services

Service Level 3 – Full Estate Administration

With our Full Administration Service, we take full responsibility for getting the Grant of Probate and dealing with the Legal, Tax, and Estate Administration affairs for a fixed fee. There are no upfront costs to pay.  We price our Full Estate Administration Service with you in mind… fully transparent, upfront, and no hourly rates.

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.
• Submit Income Tax and Capital Gains Tax Returns for the estate.
• Place all statutory adverts and notices to establish whether there are any claims against the Estate both locally and nationally.
• Correspond with the Personal Representatives and beneficiaries of the Estate
• Correspond with all financial institutions and organisations throughout the administration in order to identify, verify and value all assets.
• Transfer or sell any assets
• Pay any debts owed by the estate
• Retrieve or gather in those assets and distribute the estate.
• Assist with the creation of Will Trust on death and advise to complete the management of the Trust
• Finally, we will draft and complete Estate Accounts.