We are able to tailor our service, so you can choose the precise level of involvement you need from us.
Dealing with an estate from start to end involves various stages which are detailed on a separate schedule.
We charge on a time spent basis. All work will be carried out by Leanne Wootton FCCA CTA and Rob Beale FCA CTA. Both have passed the probate and estate assessment enabling them to carry out the reserved legal activity of non-contentious probate.
Work will be charged at the charge out rates applicable at the time the work is carried out, and will be explained in the initial meeting.
The cost of dealing with an estate will depend on the complexity of the estate and the level of involvement that is required from us. Where possible an indication of the likely fee will be provided in the initial meeting.
Typical disbursements would include the probate application fee, placing creditor’s notices in The London Gazette and local newspaper and indemnities for lost share certificates. All of these costs will be dependent on the charges at the time of dealing with the estate.
Recent case study
We were provided with a list of assets, the executors having already written to various third parties to confirm values etc.
Date of death: December 2017
We were appointed: January 2018
Probate granted: June 2018
Final distribution made and estate wound up: March 2019
Estate value: £705,090 containing 15 shareholdings, 12 bank accounts, no gifts
Cost of dealing with the estate, including tax return to date of death and for the period of administration: £8,034 including VAT
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We’re always happy to hear from new and existing clients