We take care of matters so you don't have to.
- Fixed fee probate by a qualified professional at a time you need it most.
- We take the responsibility and will ensure it's done right.
- We can take instructions by phone.
- No hassle, no jargon.
- During the current Covid 19 pandemic all meetings are done via telephone
or video conferencing
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call us now on 01908 689341
Probate is the general term used to describe the estate administration process and sorting out the affairs of a person who has died. An estate is collectively all property, savings, investments, personal belongings etc. belonging to the person who has died. These are also referred to as ‘estate assets’. Estate assets can be owned by the deceased in her/her sole name, jointly with someone else, in a partnership, in a business or in a trust.
Part of this process is obtaining the ‘Grant of Representation’ which is a certificate that shows that the estate assets can be safely handed over to the Personal Representatives (PRs) who are either Executors named in the deceased’s Will or Administrators (next of kin in order of priority dictated by the law) if there is no Will. The type of Grant of Representation issued depends on whether the deceased left a Will. If there is no Will it will be a Grant of Letters of Administration. If there is a Will it will be a Grant of Probate. The application is made by signing a Statement of Truth and submitting this to the District Probate Registry.
Following the bereavement of a family relative or friend some people may decide to apply for probate themselves. If you are thinking of applying for probate yourself you may be interested to read ‘DIY Probate can cause problems’.
In reality an estate administration requires time, a real understanding and knowledge of the law and the legal and administrative procedure that must be followed to get it right. At Geoffrey Leaver Solicitors our team have the experience and compassion when you need it most to help you through this process at what is already a difficult time.
How we can help
Our specialist team can be involved as much or as little as you would like. We can advise and assist you on a range of matters from the very simple to the very complex. Whatever the size and type of estate we can help.
We are experts in negotiating with HM Revenue & Customs to mitigate the amount of Inheritance Tax that is to be paid and we can also advise on post death variations of the Will to maximise the value of the estate.
If you have been appointed as an executor or a PR, we can support and advise you as you carry out your duties to wind up the estate. We are experienced in dealing with all sizes of estates.
Our services include:
- Registering the death and arranging the funeral (if requested).
- Applying for Grants of Probate/Letters of Administration.
- Establishing who is entitled as a beneficiary of the estate and locating missing beneficiaries.
- Identifying and administering the assets of the estate until they can be sold or distributed to the relevant beneficiaries.
- Dealing with any outstanding debts or liabilities of the deceased.
- Preparing and filing the necessary inheritance tax and income tax returns with HM Revenue & Customs,
- Contentious Probate – dealing with Will disputes.
- Distributing the estate and accounting to each beneficiary.
Call us today for a free initial consultation on 01908 689341.
- Why its important to get the right property valuation for probate
- Inheritance tax explained
- How to protect your property interests with a Declaration of Trust
What our clients say
“Dagmara took all the stress and strain of sorting wills and probate at what was a difficult time. We couldn’t have done it without her. Excellent”. Clare Dragisic
To see more client testimonials please click here
Do I need Probate?
Not all estates will require a Grant of Representation. Estates which are worth less than £5,000 do not usually require one and some organisations will release assets to a PR without one but they each have their own requirements and will need to be contacted. Where there is a property in the estate which needs to be sold a Grant of Probate will always need to be obtained and usually where the property is to be transferred unless it is passing to a joint owner by survivorship.
If you would like to learn more about Probate - CLICK HERE
THE Probate Specialists team
Dagmara Kulczykowska Partner
Private Client Services 01908 689341Dagmara is Head of the Department and has many years of experience in all aspects of private client work. Dagmara’s strengths are working with families on very sensitive and emotive matters, providing them with specialist legal advice. She ensures clients are supported but also advised clearly and comprehensively on the legal issue(s) at hand so that they can make an informed decision.