Probate and Advisory Service

Classic Will Services can now offer a fixed fee service, which means you know from the outset what it will cost. We will advise you of any disbursements, such as Court fees, Oath fees etc., there are no hidden costs and there is never a ‘ticking meter’.

We will visit you, and the other Executors, in your own home if it is not convenient for you to visit our offices to talk through how we can help you and collect information about the deceased’s estate.

This includes:

  • Initial discussion with the Executors on how the Probate process works
  • Drawing up schedules of assets and valuations
  • Contacting, as appropriate, all asset holders and creditors
  • Producing draft accounts for the estate and paying any inheritance tax or funeral expenses from funds available if required
  • Preparing documentation for the Capital Taxes Office (Inland Revenue Account)
  • Preparing documentation for the Probate Office
  • Making the application for the Grant of Probate via a local firm of Solicitors
  • Calling in assets and transferring as necessary to the executors in order for them to be passed on to the beneficiaries
  • Communication with all beneficiaries, including informing them of legacies and bequests
  • Distributing the estate as defined in the Will
  • Producing final accounts and closing the estate
  •  Weekly updates to keep the executors informed of progress

Why not talk to us today?  Our Team are here to advise and you are under no obligation at all. We will talk you through the process of Probate and will arrange an appointment with you if required. Call our Freephone on 0800 068 4797 or email: mail@classicwills.co.uk for further details.