Compare Fixed Price Probate Packages
GOLD £2,475 |
SILVER £1,375 |
BRONZE £495 |
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Receive death certificate, Will (if there is one) and all paperwork relating to the assets and liabilities | |||
Preliminary advice on searching for lost assets | |||
Preliminary advice on statutory advertising | |||
Preparing Death Certificate Verification Form | |||
Making enquiries of asset holders to ascertain the value of the assets within the Estate as at the date of death | |||
Making enquiries of creditors to ascertain the extent of the liabilities within the Estate as at the date of death | |||
Registering the death with all known creditors | |||
Registering the death with all pension providers | |||
Registering the death with HMRC for Income Tax purposes | |||
Review all paperwork relating to the value of the assets and liabilities of the Estate and establish the Inheritance Tax position and calculate the gross and net values of the Estate | |||
Prepare the Inheritance Tax Account | |||
Make an application for the Transferable Nil Rate Band (if appropriate) | |||
Arrange for payment of Inheritance Tax | |||
Prepare Oath for Personal Representatives/Administrators | |||
Make the application for the Grant of Representation to the Court | |||
Deal with any requisitions from the Court | |||
Register the Grant of Representation with all known asset holders and call in the assets of the Estate | |||
Preliminary advice on Capital Gains Tax position on recovery of assets | |||
Place Statutory Advertisement (if required) | |||
Dealing with the Income Tax position during the administration if approprite | |||
Dealing with the Capital Gains Tax position during the administration if appropriate | |||
Undertaking a Bankruptcy Search against all beneficiaries | |||
Settling legacies (if any) | |||
Prepare Estate Accounts | |||
Obtaining Personal Representatives approval of Estate Accounts | |||
Obtaining residuary beneficiaries approval of Estate Accounts | |||
Liasing with beneficiaries | |||
Distributing the residuary Estate to the residuary beneficiaries | |||
Advise on meaning of Will or Intestacy provisions | |||
Preliminary legal advice on variation of a Will where appropriate |
*Prices exclusive of VAT and Disbursements