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, with no upfront costs. 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.
- 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.
What do we offer?
Level 1
Grant of Probate - Self-Registry Assistance
Grant of Probate - Self-Registry Assistance
£650.00 plus VAT*
If you have decided to apply for the Grant of Probate yourself, we can assist by:
- Completing the HMRC Inheritance Tax Forms.
- Assisting with any enquires that HMRC may have.
*Excludes probate application fee
Level 2
Grant of Probate - Application & HMRC Support
Grant of Probate - Application & HMRC Support
(from) £950.00 plus VAT*
- Complete the application to the Probate Registry for the Grant of Probate.
- Complete all HMRC Tax Forms.
- Assist with any enquires HMRCmay have.
*Depending on if it is a taxable Estate
Contact us for more details
