Probate Complete Service - Fixed Fee
For free initial advice about Probate in England or Wales call our Probate team on 03306069584 or contact us online and we will help you.
With our Probate Complete service we take full responsibility for getting the Grant of Probate and dealing with the Legal, Tax (excluding VAT), Property and Estate Administration affairs; for a fixed fee. There are no upfront costs to pay.
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*.
*Providing that the Estate owns assets that can be liquidated.
Once we have provided you with a written quote for the agreed work to be done, that price will not change unless the original information we are given is shown to be incorrect or circumstances change.
For free initial advice and guidance call our Probate team on 03306069584 or contact us online and we will call you.
Complete Probate and Estate Administration Service
With Co-op Legal Services there are no upfront costs to pay as our Probate fees are deferred and will be taken from the Estate once it is in funds.
In order to carry out our Probate and Estate Management services more often than not we have to appoint third party organisations to provide specialist services. The costs of these services are disbursements of the Estate and will be charged in addition to the fixed fee. All fees and disbursement costs that are able to be identified will be detailed on the written Probate quote that we provide before any work starts.
Probate Complete Service includes:
We take full responsibility for getting the Grant of Probate and dealing with the Legal, Tax (excluding VAT), Property and Estate Administration affairs.
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.
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.
*Providing that the Estate owns assets that can be liquidated.
For free initial advice and guidance call our Probate team on 03306069584 or contact us online and we will call you.
Probate Complete Service includes the following Legal, Tax, Estate Administration and Property matters:
Legal
- Preparing the necessary documentation for the Grant of Probate application.
- Carrying out all necessary checks to ensure the validity of any Will in existence.
- When there is no valid Will, applying the Rules of Intestacy to the Estate of the deceased to identify the Personal Representatives and beneficiaries and to establish the entitlement of the beneficiaries.
- Applying to the Probate Registry and obtaining the Grant of Probate.
- Ensuring the accurate distribution of the Estate.
- Assessing and dealing with any claims against the Estate.
- Placing all statutory adverts to manage claims against the Estate.
- Assessing variations to the distribution of the Estate.
Tax
- Completing the following tax forms for HMRC:
- The Income Tax return from 6th April to the date of death.
- The appropriate Inheritance Tax form, either an IHT 205 or IHT 400.
- The Capital Gains Tax return, if required.
- Conducting all correspondence with HMRC relevant to completing the above tax forms.
- Taking any corrective action required by HMRC during the Estate administration process.
- Claiming any relevant tax reliefs or exemptions applicable to the Estate.
- Calculating any Inheritance Tax, Income Tax and Capital Gains Tax that is owed.
- Ensuring payment of any outstanding tax from the Estate.
- Calculating and arranging for the transfer of any Nil Rate Band allowance if available, in order to reduce Inheritance Tax.
Estate Administration
- Identifying and corresponding with the Personal Representatives and beneficiaries of the Estate throughout the Estate administration process.
- Identifying and corresponding with all financial institutions and organisations relevant to the Estate throughout the Estate administration process.
- Identifying, verifying and valuing all assets based in England and Wales.
- Gathering all the assets of the Estate.
- Transferring all jointly held assets into sole name, including property held as joint tenants.
- Paying any debts and liabilities from the Estate.
- Preparing the accounts of the Estate.
- Distributing the Estate to the beneficiaries.
- Setting up any Trusts relevant to the Estate.
Property
If there is a property in the Estate, our Probate Complete Service includes where necessary:
- Ensuring that the buildings and contents insurer is fully aware of the change in circumstances and making sure that appropriate insurance is in place.
- Appointing the Royal Mail to re-direct post to us during the period of administration in order to manage all the affairs of the Estate.
For an additional fee, we can also deal with the following: - Transferring ownership of registered property from the deceased to the beneficiaries.
- Appointing a specialist Conveyancer to register any unregistered land at HM Land Registry, if required.
If there is a property to be sold, then, for an additional fee, we can deal with the following:
- Appointing an Estate Agent for the marketing and sale of the property.
- Appointing and managing a specialist Energy Performance Certificate (EPC) provider in obtaining an EPC for the property where appropriate. An EPC is a legal requirement for the marketing and sale of a property.
- Appointing and managing a specialist Conveyancer for the transfer of ownership of the property.
- We will notify you in writing of any additional fees relating to our property services before we start work on them.
For free initial advice and guidance call our Probate team on 03306069584 or contact us online and we will call you.
Benefits of Using Co-op Legal Services for Probate
Free initial advice and guidance by phone from a Probate Specialist.
A face to face discussion with an experienced Probate Consultant who is local to your area. Local Probate Consultants are available throughout England and Wales by appointment only.
Our Probate team has more than 20 specialist Probate Solicitors and Lawyers, and over 130 trained Probate Consultants, Case Handlers and Advisors, including members of the Society of Trust and Estate Practitioners (STEP).
Co-op Legal Services are trusted to deal with over £500 million in Estates every year, making us one of the largest providers of Probate services in England and Wales.
Authorised & Regulated by the Solicitors Regulation Authority
Probate Estate Administration in England and Wales is not a reserved legal activity which means that unregulated providers can offer Probate Estate Administration services regardless of whether they are insured, experienced or qualified to provide a full Probate service.
Co-op Legal Services is a trading name for Co-operative Legal Services Limited which is authorised and regulated by the Solicitors Regulation Authority, giving you peace of mind knowing that your Probate affairs are being dealt with by a regulated organisation and by a brand name you know and can trust.
For free initial advice and guidance call our Probate team on 03306069584 or contact us online and we will help you.
For more details see 10 Benefits of using our Probate Complete Service.
At Co-op Legal Services we aim to keep the Probate process as straightforward as possible to minimise the burden on you. Our customers consistently rate the quality of our legal advice and services at 4.4 out of 5 stars.
Many of our Probate Solicitors and Probate Case Handlers are members of the Society of Trusts and Estate Practitioners (STEP).
Co-op Legal Services have offices in Manchester, Bristol and London.