If you want to administer an estate yourself but just need a little friendly support, you can buy advice from me at an hourly rate of £90 per hour, £45 for half an hour. You can use parts of the time whenever you need it as you move through the process.
2 DIY PLUS
Save substantially on legal fees by doing a lot of the work yourself. Suitable for simple estates. Order my probate information pack which contains the information you need to manage the probate process on your own. This includes an hour of my time for help and advice so you don’t need to waste time trawling the internet to find answers to any questions you have. You can purchase additional time at my normal hourly rate if you ever need a little more support.
3 Full Estate Administration Service
1.9% of total estate value or £90 per hour, whichever works out cheaper for you. Unlike most competitors I don’t charge a minimum fee so you can choose as much or as little support as you require.
HOW CAN I HELP WITH PROABTE AND ESTATE ADMINISTRATION?
- TAKE MEDICAL CERTIFICATES TO REGISTRAR OF BIRTHS, DEATHS AND MARRIAGES.
- SEARCH FOR A MISSING WILL
- ORGANISE FOR APPLICATIONS FOR A GRANT OF PROBATE OR LETTERS OF ADMINISTRATION
- ADVISE BENEFITS AGENCY, DWP OF THE DEATH AND COMPLETE ANY NECESSARY FORMS.
- CONTACT THE LOCAL AUTHORITY
- ADVISE UTILITIES SUCH AS GAS, ELECTRIC, WATER AND CABLE.
- ARRANGE A POSTAL REDIRECT.
- ARRANGE VALUATIONS FOR HOUSES OR OTHER ASSETS.
- ADVISE INSURANCE COMPANIES AND ARRANGE NEW COVER
- ARRANGE CONVEYANCING WORK TO TRANSFER OR SELL PROPERTY.
- ADVISE LIFE ASSURANCE COMPANIES AND ARRANGE FOR ANY PAYOUT.
- DEAL WITH OVERSEAS ASSETS.
- HANDLE BUSINESS PROPERTY
- HMRC TAX FORMS – IHT CALCULATIONS, CAPITAL GAINS ETC.
- INSTRUCT ACCOUNTANTS TO FINALISE PAYE, SELF ASSESSMENT ETC.
- AMEND MOTOR INSURANCE.
- RETURN OFFICIAL DOCUMENTS SUCH AS DRIVING LICENCE
- IDENTIFY DEBTORS AND CREDITORS.
- IDENTIFY BENEFICIARIES
- DEAL WITH REQUIRED STATUTORY NOTICES AND ADVERTISE FOR BENEFICIARIES AND CREDITORS
- OPEN EXECUTORS ACCOUNT
- BANK CHEQUES AND SETTLE BILLS
- PREPARE ESTATE ACCOUNTS
- ADVICE ON ANY SUITABLE VARIATIONS AND POTENTIAL TAX SAVINGS
- INITIAL ADVICE REGARDING ANY POTENTIAL CLAIMS FROM FAMILY AND DEPENDANTS.