Specialist probate lawyers
We understand what it means to lose someone and the support and sensitivity which is needed. Dealing with someone's estate can vary enormously, depending on the complexity of the will and estate and how much work you want to do or have time to do yourself.
We have helped generations of executors, personal representatives and administrators. Whether you are facing probate with no will or contentious probate, we know how to deal with every scenario. To help you better understand what is involved we have created a step by step Bereavement Guide.
Why choose Thomson Snell & Passmore
- 98% of our clients rated our service as ‘excellent’
- We offer highly cost competitive legal services including fixed fees for our grant only services and no hidden extras
- We can offer a free initial consultation by telephone
- We offer free storage of your will
- We make it easy for you to contact us and you will have a dedicated lawyer’s direct dial and email address
- We ensure that you always know how your matter is progressing
- We are committed to full transparency and providing our clients with a range of services and pricing options to suit their needs.
Understanding the role of an executor of a will or personal representative
The role of the executor or personal representative (PR) is to distribute the deceased person’s estate according to their wishes, as stated in their will or if there is no will in accordance with the intestacy rules.
The role can be a difficult responsibility and leave you open to personal liability, but our expert probate lawyers can help you manage the risks involved.
Choosing the right probate service for you – four options to suit your needs
- Full estate administration: we will deal with each aspect of the probate process, so you are not burdened with the responsibility
- Executor support service: you choose which parts of the process you want to carry out yourself and which parts you would like us to do
- Grant-only service: we apply for the Grant of Representation on your behalf, enabling you to do the rest of the work yourself
- Independent administration: a service for estates that are in dispute and require an independent administrator to be appointed to deal with the estate administration up to the point of distribution.
If you would like one of us to discuss your needs and the options please complete this short probate questionnaire and we will contact you. Alternatively, you can contact our probate lawyers on 01892 510000 (Tunbridge Wells) / 01322 623700 (Thames Gateway) or online using the get in touch form on this page.
Resolving probate complications
Having support from a probate lawyer takes away stress at a difficult time. We can help you with issues such as:
- What to do when someone dies without making a will (intestate): we advise you of the steps you need to take and the rules about entitlements
- Inheritance Act claims: expert advice and assistance when a claim is threatened or proceedings are issued
- Probate disputes: we help you through the process and find the best solution.
How much does it cost?
Fees vary according to the level of service you need. We will always give you clear guidance on the fees at each step of the process so that you are clear about what it will cost. To help control fees, we ensure that the right person handles your matter and we always discuss this at the outset.
Grant-only services
These are provided on a fixed fee basis and will involve us in drafting the probate papers from the information that we receive from you. The fixed fee excludes any investigative work by us which we will be pleased to assist with and we will agree the costs of any additional work with you should you require our help.
- Excepted estates – our normal charge for obtaining a Grant and completing an IHT205 is £1,300 excluding VAT + the probate court fee of £155.00 plus 0.50p per sealed copy. An additional fixed fee of £250 + VAT is chargeable where a transferable nil rate band is claimed.
- Non-taxable estate - Our normal charge for obtaining a Grant in a non-excepted estate where no Inheritance Tax (IHT) is payable and an IHT400 is required is £2,800 excluding VAT + the probate court fee of £155.00 plus 0.50p per sealed copy.
- Taxable estate - Our normal charge for obtaining a Grant in a taxable estate requiring an IHT400 is £3,800 excluding VAT + the probate court fee of £155.00 plus 0.50p per sealed copy.
The fixed fees assume that the personal representatives are able to provide full information in the Grant-only probate questionnaire together with all relevant documentation referred to in the above links, and that there is no requirement to undertake further investigation of the deceased’s estate.
In some cases, the replies given in the questionnaire may necessitate investigative work for which an additional charge will be made and we will confirm what our costs will be for any additional work. For more information, have a look at our Grant-only infographic.
How long does it take?
For an excepted estate using our grant only service, once we have been given all of the information the time period to extract the grant is about 4-6 weeks.
For taxable and non taxable estates once we have been given all of the information the time period to extract the grant is about 7 – 10 weeks. These time periods are not precise because we are reliant on third parties (for example to settle inheritance tax) but are an illustration of duration.
Full estate administration
Probate costs depend on the complexity of the estate. In our experience, we find that typically the fee equates to 1.75% to 2% excluding VAT of the gross estate.
The exact cost will depend on the individual circumstances. For example, if there is one beneficiary and no property, costs will be at the lower end of the range and possibly even less than the typical fee. If there are multiple beneficiaries, a property and multiple bank accounts, costs will be at the higher end. In some cases our fees may be higher due to the nature of the assets to be dealt with or negotiated with HMRC or because of the relationship between family members. We will handle the full process for you.
If you find yourself dealing with an estate whose value you are unable easily to quantify and identify possible issues, please do call us and we can agree a scope of work with a fixed budget until estate matters become clear, at which point we can estimate costs for you.
Before we begin each stage of the process, we will give you clarity on costs, explaining what work will be covered. This fee example is for estates where:
- There is a valid will
- There is only one property
- There are only 3 bank or building society accounts
- There are only 5 investments
- There are no other intangible assets
- There are up to 4 beneficiaries
- There are no disputes between beneficiaries on division of assets
- There are no enquiries by HMRC into the Inheritance Tax Account
- There are no trusts under the will
- There are no claims made against the estate
- There are no tax planning exercises to be carried out in terms of the disposal of assets.
For more information, have a look at our Grant-only infographic.
Additional fees and disbursements
Disbursements are expenses of your matter that are payable to third parties, like those listed below. Not all may be applicable.
- Probate Registry fee – currently £155 plus 50p for each sealed copy of the grant. Fees are expected to rise in April 2019
- Unclaimed Asset Register search fees - £25
- Statutory Advertisements – in the region of £250 - protect against unexpected claims from unknown creditors.
How long does it take to administer an estate?
On average, estates can take up to 12 – 14 months, depending on whether there are a ny enquiries into the Inheritance Tax Account and assuming third parties provide relevant clearances. Typically, obtaining the grant of probate can takes up to 3 months from when we are instructed; collecting assets then follows and can take 3 – 6 weeks, if straightforward. If there is a property to be sold, it will take as long as it takes to find a purchaser and the conveyancing transaction to complete. Revenue clearances then have to be obtained which may take several months, after which the estate can be distributed. The distribution is dependent on advice concerning the Inheritance Act claims time limit which might alter the date upon which the executors can distribute the estate.
A full list of what is included as part of our full administration service can be found here: Probate summary of work.
IHT enquiries and disputes are outside our scope of being able to estimate costs and these areas will increase costs and lengthen the time that it takes to complete the estate administration.
We can offer additional services, such as after death tax planning e.g. deeds or variations, planning estate disposals for CGT purposes, conveyancing for the estate property, advice on trusts contained within wills including trust management and also wills for the beneficiaries.
Who will work on my estate?
All work is supervised by the Head of Department or a senior fully qualified member of the team who also has supervisory authority. If you instruct us we will advise you as soon as possible who will be working on your matter and who the supervisor is.
See the bottom of the page for details of the team who may work on your matter.
