A Guide to Probate

Probate and estate administration is a legal and financial process which happens after someone has died. It can be a very complicated and lengthy procedure to complete.


Applying for Probate

Whether you chose to carry out the probate and estate administration process yourself, or you instruct us to do the work for you, the application for probate is still the same and involves:

1) Finding the will:

  1. Going through the deceased’s paperwork, or requesting a copy from his or her solicitor or bank, or;
  2. if there isn’t a will, identifying the next of kin who can take on the role of administering the estate.



2) Applying for the grant of representation:

  1. Completing the probate application form.
  2. Filling in the inheritance tax forms for Her Majesty’s Revenue and Customs (HMRC) including giving valuations of all the deceased’s assets and calculating how much tax there may be to pay.
  3. Sending the above forms and relevant fees to the Probate Office.
  4. Swearing an oath that all the information provided is correct to the best of your knowledge, that you are entitled to take out the grant and that you will administer the estate in accordance with the law.



3) Administering the estate:

  1. Sending copies of the grant of representation to the deceased’s bank and other asset holders.
  2. Advertising for creditors to come forward with any outstanding debts the deceased owed them.
  3. Liquidating the assets to provide funds to pay debts, taxes and the beneficiaries of the estate.


4) Preparing estate accounts:

  1. Drawing up financial accounts which show all the transactions coming into and going out of the deceased’s estate.
  2. Distributing the assets to the beneficiaries as highlighted in the will, or as deemed by law if there isn’t a will.



5) Distributing the assets to the beneficiaries of the estate.

However, don’t worry, we can carry out some or all of these actions on your behalf and take the stress out of what is already a distressing time.

Why choose us?


We are one of only a few accountancy firms in the country who are able to become licensed to carry out probate work. This, combined with our expertise in all areas of accounts, tax and estate administration means you can have total confidence in us handling the whole process for you.


Background knowledge

Background knowledge

If the deceased was a client of ours, we are likely to have all the necessary financial information and background details to make the probate process as smooth as possible.

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If they were not a client, we can still deal with the probate application should their existing accountant not be licensed to do this work.



Quicker processing = reduced costs

As accountancy and tax specialists we are used to gathering and calculating financial and tax related information.

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In doing so, we can reduce the amount of time it takes to compile the necessary information. By speeding up the process we can help you to keep the costs down, leaving more for the beneficiaries.

Competitive Pricing

Competitive pricing

Whilst solicitors and banks can also carry out probate work, they tend to charge a fixed percentage based on the value of the estate, which could be as high as 4% even for simple estates.

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We feel that we are very competitively priced compared with other probate specialists and we are happy to give you a quote based on the volume and complexity of the work which needs to be carried out. We are confident that our approach to gathering the relevant information, calculating what tax is due and administering the estate is quicker and more succinct, therefore keeping costs to a minimum.



Personal Service

Personal service

Whilst carrying out any probate work we are always sensitive to your needs and emotions during this time.

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You can be sure that we will treat your legal and financial affairs discreetly and in the strictest confidence and take the administrative burden away from you wherever possible.

Do you have a question?

We’re just a click or a call away with the answer.

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