If you have been named as the Executor in a Will, you will probably have to complete Probate on the estate and there are a number of ways of doing this. You can do this completely on your own by obtaining the documents yourself and completing the Probate process yourself. However, there are some challenges involved if you follow this route.
Another option is to buy a DIY Probate kit, these kits usually include template letters, detailed instructions on the processes involved and the necessary forms required to complete Probate if there is a Will or if there is no Will in place, can also help you to obtain the Letters of Administration.
With the DIY Probate kit from Co-op Legal Services, you will receive free initial advice. However, as this is a "do it yourself" Probate kit, no support is provided after purchase and you will be responsible for any errors or mistakes that occur. Many people do not realise that if there is a problem with Probate and it is contested, you could be held liable as the Executor.
If you do decide that you would like to complete Probate yourself, you can get a Probate form from the Gov.UK website by following the link on the section about Probate which takes you to the HM Courts and Tribunals Service (HMCTS) website to download the Probate form which is called PA1.
When you review the PA1 form, there is quite a lot of legal language, which can be confusing. It is absolutely essential that you correctly complete the PA1 form as you may be held liable if things go wrong. You can ask for help and advice from the Probate and Inheritance Tax helpline, however depending on the circumstances, they might not be able to offer advice on your specific situation or case.
To remove any uncertainty about whether or not Probate has been completed properly, the best option is to instruct a specialist Probate Solicitor to complete the Probate process for you.
The advantages of instructing Probate Solicitors at Co-op Legal Services to complete the process for you include:
- Fixed fee agreed upfront before any work starts.
- We take full responsibility for getting the Grant of Probate and dealing with all the legal, tax (excluding VAT), property & Estate Administration affairs.
- We can provide a loan for any Inheritance Tax (IHT) due from the estate*.
- We can settle the cost of a Co-op Funeralcare funeral* and reimburse any deposit paid, as soon as you have instructed us to represent you.
- Free initial face to face meeting with a local Probate Consultant at home or another location of your choice (in England or Wales).
- Complete on-going customer support from start to finish.
*Providing that the estate owns assets that can be liquidated.
Co-op Legal Services are one of the largest providers of Probate and Estate Administration services in England and Wales.