Estate Administration Pricing

Non -Taxable Estate: Fixed fee of £650 (plus VAT at 20%) for obtaining the Grant of Probate only, plus disbursements

Taxable Estate: We charge an hourly rate of £150-£200 (plus VAT at 20%) for obtaining the Grant of Probate only plus disbursements as follows:

• Court Fee – £155
• Copies – £1.50

Grant only Service includes:

• Initial Meeting to discuss terms of Will or alternative Intestacy Route
• Reviewing asset and liability information
• Assessing position re tax
• Dealing with the Grant of Probate Application including the submission to court.

Full Estate Administration:

Full Estate Administration is based on hourly rate as opposed to a % of the estate. Our hourly rates are £150-£200 (plus VAT at 20%).

An estimate of fee is provided once the complexity of the estate has been assessed.

Disbursements are charged in addition, as follows:

• Court Fee – £155
• Copies – £1.50
• Bankruptcy searches: £3.00 per beneficiary
• Statutory Advertisements: £100 – £270 (plus VAT at 20%))

We (including colleagues in other departments) can assist with any of these aspects, if required.

On average, estates are dealt with within 12 months. The timescale may be longer than this due to factors outside our control. Typically, getting to the stage where it is possible to apply for the grant of probate takes around three months at the start of this process.

Full Estate Administration Service Includes:

• Initial Meeting to discuss terms of Will or alternative Intestacy Route
• Reviewing asset and liability information – writing to third parties for date of death balances
• Dealing with Statutory Notices – if required to do so
• Assessing position re tax
• Dealing with the Grant of Probate Application including the submission to court.
• Collecting in the Assets
• Carrying out family investigations – if intestate estate
• Paying the Liabilities
• Notifying beneficiaries of their entitlement
• Preparation of Estate Accounts
• Dealing with Final Distributions

The following are not included:

• Property sale (if applicable).
• Deeds of variation for the beneficiaries.
• Business or farming advice (if applicable).
• Any investigations by HMRC into the deceased’s lifetime tax affairs.
• Changes to legislation during course of estate administration.
• Trusts, including in which the deceased was a beneficiary as at the date of death.
• Trusts set up by the deceased under the will.
• Financial advice on the suitability of the disposal of assets in the estate.
• Personal taxation of estate beneficiaries.
• Additional or certified copies of documents.
• Transfer/Sale of Property: Dependent on Price of Property
• Deed of Renunciation – £150 (plus VAT at 20%))
• Deed of Variation – Hourly Rate

If it is necessary to obtain financial advice, we would recommend a trust financial advisor – their fees would be charged in addition.

Details of lawyers who may work on the matter

Details of supervisors