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Highly Efficient Probate
Probate is the legal process of administering the estate (Estate Administration) taking into account any Will which clarifies who the beneficiaries are and also any tax payable (IHT) on the assets.
We have some of the most highly qualified people who follow our client charter which in short puts the interest of the family very much in the centre of everything we do.
We Offer
Three Levels
of Probate
Free for all Legacy Connect Clients
Probate Guidance
A face-to-face, video-conference or telephone meeting with you and the nominated executors.
During the meeting a qualified probate adviser will guide you through the key steps involved in the transfer of assets from the deceased to the nominated beneficiaries. Where there is a Will in place, we will check the Will for any inaccuracies or anomalies, verifying all details needed in the process of probate.
If there is no Will (intestate) we will be able to guide you through the process of an application for letters of administration and statutory Will. This does not include any of the completion of documents or lodging with the courts.
A Fixed-Fee service at £895 including VAT
Probate Assist
A face-to-face, video-conference or telephone meeting with you and the nominated executors.
During the meeting a qualified probate adviser will guide you through the key steps involved in the transfer of assets from the deceased to the nominated beneficiaries including the completion and checking of all necessary documents ready for the executors to send to the Probate Courts.
Where there is a Will in place, we will check the Will for any inaccuracies or anomalies, verifying all of the detail needed in the process of probate.
A Fixed-Fee Percentage at 1.5% plus VAT
Probate Professional
This service is a full probate enabled service and is based upon a qualified probate adviser managing the entire probate process from start to finish. During the process, the executors will be kept informed on a regular basis.
At the end of the probate process the executors will be provided with full estate accounts showing how the assets have been accounted for. This will include any tax payable to HMRC and also bequests which have been settled with charities or legacy beneficiaries.
At all stages of the probate process any estate monies shall be held in a designated client account. Any accrued interest shall be paid to the beneficiaries in their exact proportions according to the Will.
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How Your Legacy Solutions
Can Help
At Your Legacy Solutions we have developed close working relationships with our trusted tax partners to ensure we take account of any tax liabilities.
This has become a complex area and a carefully executed Legacy Plan can be an effective way of mitigating tax for the next generation.
