Probate_and_estate_administration

Probate and Estate Administration

NJS customises the probate and estate administration service to support you at this difficult time, whether you require assistance in reviewing a Will or if there is no will and you want advice on how to apply the rules of intestacy.

From obtaining a Grant for the Estate for you to administer or to assisting you with the whole Estate Administration process, we are here to help.

We provide you with clear and transparent cost information from the outset. 

We break the probate process down into two stages; firstly, the work required to obtain grant of probate/letters of administration, and then, secondly, the work required after the grant is obtained to distribute the estate.

The amount of work involved will also depend on the size and complexity of the estate and whether inheritance is payable. 

Stage One

Work involved in obtaining a grant of probate/letters of administration includes:

  • Initial meeting and fact find
  • Advising on the process
  • Establishing a schedule of assets and liabilities
  • Contacting the various institutions where assets are held
  • Contacting credit card providers and utility companies to ascertain any liabilities
  • Arranging for valuation of assets, e.g. property, shares etc.
  • Preparation of Inheritance Tax return
  • Statement of Truth
  • Arranging to pay Inheritance Tax (if applicable)
  • Obtaining the Grant

In addition to the above fees there may be disbursements to pay these are as follows:

  • Probate Registry fees – £215.00 (for estates over £5,000)
  • Additional copies of the Grant – £1.50/copy
  • Client ID checks – £5.00/person
  • Bankruptcy search – £2.00/person

If Inheritance tax is not due this is called an excepted estate. For deaths prior to and including 31st December 2021 there is a requirement to submit the IHT205 to HMRC. For deaths on or post 01-01-2022 the value of the estate has to be recorded on the Probate application.

If Inheritance tax is payable on an estate, the tax is not included in our estimate of fees and disbursements.

Inheritance Tax is payable before probate is granted. If the estate includes property, only one-tenth of the tax attributable to the property is payable prior to probate being issued, with the balance payable over the next 10 years (interest is charged at, currently, 3.25% per annum) or on the sale of the property.

Options Fee Scale Timescales
Excepted Estate where you are providing all information to us £750 - £1000 plus VAT and disbursements Ready to apply for probate approximately 4 weeks after you have provided all the information, provided it is comprehensive.
Excepted Estate where we are required to obtain estate information: £1000 - £2500 plus VAT and disbursements Ready to apply for probate approximately 8 weeks after you have provided the information about the deceased’s estate in order for us to make enquiries.
IHT400 required where there is no inheritance tax payable and you are providing all information to us: £1000 - £2500 plus VAT and disbursements Ready to submit IHT400 within 6 - 8 weeks. HMRC then take approximately 4 weeks to respond to us before we can submit our application to the Probate Registry.
IHT400 required where there is no inheritance tax payable where we are required to obtain estate information: £2000-£3500 plus VAT and disbursements Ready to submit IHT400 within 8-12 weeks. HMRC then take approximately 4 weeks to come back to us before we can submit our application to the Probate Registry
IHT400 required, inheritance tax is payable and you are providing all information to us: £2500- £5000 plus VAT and disbursements Ready to submit IHT400 within 8-12 weeks. HMRC then take approximately 4 weeks to come back to us before we can submit our application to the Probate Registry.
IHT400 required, inheritance tax is payable where we are required to obtain estate information: £3000 - £6000 plus VAT and disbursements Ready to submit IHT400 within 10 – 14 weeks. HMRC then take approximately 4 weeks to come back to us before we can submit our application to the Probate Registry.
Please note that applications with the Probate Registry are taking between 4 – 16 weeks depending on the complexity of the estate.
Stage Two

Following the grant being issued, the executors/administrators must gather in the assets of the deceased, discharge any liabilities and then distribute the estate in accordance with the Will or the intestacy rules. The work usually involved is:

  • Place Section 27 Notices to protect the executors/administrators
  • Preparation of closure/transfer forms
  • Corresponding with institutions to release funds
  • Selling property, shares and investments
  • Collecting in funds
  • Settling liabilities
  • Dealing with any income received and preparing R185 forms
  • Drawing up estate accounts
  • Dealing with distribution – including verifying beneficiary ID checks and carrying out bankruptcy searches

Our charges for administering the estate are dealt with on an hourly rate basis our rates are all subject to VAT at 20% and range between £126 – £255 depending on the experience of the lawyer dealing with the matter for you.

On average, fees to complete the estate administration are between £1,000 – £2,500 plus VAT (charged at 20%) unless the estate is highly complex. We do not charge a percentage of the estate value.

The additional following further disbursements are likely to be incurred:

  • Statutory advertisements for creditors: approximately £200
  • Client ID checks – £5.00/person
  • Bankruptcy search – £2.00/person
  • Bank transfer fees – per transfer (within the UK): £30.00

Please Note – If a property is to be sold or transferred the costs for this is not included in our fees.

How we can help you

Our Private Client Team can help you with the following aspects:

  • Reviewing the Estate
  • Obtaining the Grant of Representation
  • Estate Administration
Contentious Probate - How we can help you

Call us today and one of our experienced team members will help guide you through the process. 

MEET OUR PRIVATE CLIENT TEAM

Our team has extensive experience in dealing with Probate and Estate Administration. They are sympathetic, understanding, and can help you finalise the administration of the deceased quickly and efficiently.

Nicholson Jones Sutton Solicitors offer a range of fixed price services, so you’re safe in the knowledge that whilst you have an expert legal team on your side there are no hidden fees.

If you would like to discuss an estate issue, please get in touch via phone or email to arrange a free no obligation consultation. 

CONTACT US TODAY

Use our contact form to message us below, or alternatively if you feel more comfortable, you can call us on

New Business / Marketing

If you can introduce new clients to NJS our Marketing team would love to hear from you: 

Phone Number: 01625 667 275

Email Address: newclient@njslaw.co.uk 

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Will FAQs

For any questions we may be able to answer, discover our FAQs section.

Adele Whittle

Director & Head of Strategy and Development

Adele is a qualified solicitor with over 20 years experience working in the legal sector, predominantly within Litigation.

Adele joined the firm in March 2021 and is the member of the management team responsible for the firms strategy, including the growth of a number of key areas of legal practice, heading up the Housing Disrepair and Probate Teams. She also has a keen interest in technology, in particular automation, and will be working on optimising the firm’s processes.

In her spare time Adele enjoys walking the family cockapoo, watching her son play sport, travelling to new places and is obsessed with all things interiors!

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