Wills & Probate Services

Wills:

At Whitefields Solicitors, our team of dedicated solicitors are here to assist you in creating legally sound and personalised will that reflect your wishes and provide peace of mind for you and your loved ones.

How we can assist you:

Drafting Wills

Our experienced solicitors can assist you in drafting a clear and comprehensive will that reflects your wishes regarding the distribution of your assets, guardianship of minors, and any other specific instructions you may have.

Will Review and Updates

Life circumstances change, and so should your will. We can offer periodic reviews to ensure your will stays up to date with your current wishes, taking into account changes in family dynamics, financial situations, or legislative updates that may affect estate planning.

Complex Wills

For more intricate estates or specific requirements, our experienced solicitors have the expertise to craft complex wills that address unique situations, such as business ownership, overseas assets, or charitable bequests.

Our Legal fee for preparing a Will is: £495.00 plus VAT (for a straightforward will, for a complex will please contact us for a tailored quotation).

Probate Services:

Losing a loved one is undoubtedly one of the most challenging experiences one can face. At Whitefield Solicitors we offer a comprehensive range of services to guide you through every aspect of the probate process, whether a person passes away with a will or without one (intestacy). Our probate lawyers understand the emotional strain and additional burden that comes with administering an estate during such a difficult time. It is our commitment to alleviate your stress by addressing your concerns and guiding you through each stage of the probate process with empathy and expertise.

The key stages of the Probate process:

Immediate Support

Our support begins as soon as you need us. We understand the urgency and sensitivity of the situation, and our lawyers are ready to assist you promptly. We will take your instructions, obtain and verify your identity documentation, obtain money on account and we will provide you with initial advice.

Notification to Relevant Parties

Dealing with paperwork and notifying various parties can be overwhelming. Our team will handle the necessary notifications to banks and other relevant entities on your behalf.

Determining the Value of the Estate

Our lawyers will assist you in identifying and valuing the assets left behind by the deceased. From properties to personal belongings, we ensure a comprehensive assessment to facilitate the probate process. We will collate all the information in order to make the application.

Debt Settlement and Inheritance Tax (IHT) Calculation

We handle the settlement of outstanding debts/liabilities and calculate any applicable taxes, including Inheritance Tax (IHT). Clearing these obligations is a crucial step in preparing for the distribution of the estate. Our experts will meticulously assess the estate to determine the applicable IHT and guide you through the necessary steps.

Grant of Probate Application

Obtaining the Grant of Probate is a crucial legal step in administering an estate. Our experienced lawyers will navigate the application process efficiently and ensure all requirements are met. We will identify the legally appointed executors/ administrators and identify the beneficiaries. We will draft and prepare the legal Oath to swear. We will complete the probate application.

Estate Accounts Preparation

Detailed and accurate estate accounts are essential. We will prepare comprehensive accounts, providing transparency in the distribution of assets.

Estate Distribution to Beneficiaries

Our goal is to make the distribution process as smooth as possible. We will handle the distribution of the estate according to the wishes outlined in the will, ensuring fairness and compliance with legal requirements.

Our legal fees for dealing with uncontested probate matters are as follows:

We anticipate a typical matter will take between 8 and 20 hours work at £300.00 per hour rate plus VAT at 20%. Therefore, the total costs are estimated at between £2,400.00 and £6,000.00 plus VAT at 20%. Please note, the exact cost will depend on the individual circumstances of the matter. For example, if there is one beneficiary and no property then the costs will be at the lower end. If there are multiple beneficiaries and other assets the costs will be at the higher end. At our initial meeting we will usually be able to give you a clearer indication of costs and advise you about how much of the process we are able to deal with on your behalf.

The above quote is for estates where:

  • There is a valid will.
  • There is no more than one property.
  • There are no more than a few bank accounts.
  • There are no other intangible assets.
  • There are no more than two beneficiaries.
  • There are no disputes between beneficiaries on division of assets. If disputes arise this is likely to lead to an increase in costs.
  • There is no inheritance tax payable, and the executors do not need to submit a full account to HMRC.
  • There are no claims made against the estate.

Disbursements (These are costs related to your matter that are payable to third parties and we handle the payment of these disbursements on your behalf):

  • Probate Application Fee: £273.00 (where the value of the estate is more than £5,000.00) and further £1.50 for each copy of the Grant – not subject to VAT.
  • Swearing of the Oath Fee: £    7.00 per executor – not subject to VAT.
  • Bankruptcy Search Fee: £    2.00 per beneficiary – not subject to VAT
  • Land Registry Transfer Fee: £20.00-£80.00 (where there is a property that needs to be transferred to the beneficiaries) – not subject to VAT
  • Statutory Advertisement: £300.00 estimated (to protect administrators and executors against unexpected claims from unknown creditors).
  • Valuer’s Fees: TBA
  • House Clearance/ Disposal Fee: TBA

Potential additional costs:

  • If there is no will or the estate consists of any share holdings (stocks and bonds) there is likely to be additional costs that could range significantly depending on the estate and how it is to be dealt with. We can give you a more accurate quote once we have more information.
  • If any additional copies of the grant are required, they will cost £1.50 (1 per assent usually).
  • Dealing with the sale or transfer of any property in the estate is not included. If you wish to instruct us to act in the sale of any property then we will provide you with a separate conveyancing quotation for this.
 

Timescales in relation to uncontested matters:

On average, estates which are straightforward can take anywhere between 7 – 12 months.  Typically, obtaining the grant of probate takes 5 to 6 months. Collecting assets then follows, which can take between 2 to 4 months. Once this has been done, we can distribute the assets, which normally takes up 2 to 4 months.

Please note this is an estimate and will vary case to case depending on the individual circumstances of the case i.e. the efficiency of the executor, the complexity of the estate, and the workload of the probate registry.

We can confirm that Mr Saqib Malik and Mr. Alec Jose deal with wills and probate matters and their information can be found on the ‘Our Team’ section of our website.