Probate
The legal process of settling a loved one's estate, handled with care, clarity and fixed fees, so you can focus on what matters.
Accredited & Regulated
The legal authority to settle an estate
Probate is the legal process of dealing with the property, money and possessions of someone who has died. It's usually required before assets can be accessed, debts settled, and inheritance distributed.
The process can feel overwhelming, valuations, HMRC forms, the Grant of Probate, creditor notices. We handle all of it, keeping you informed without burdening you.
- ✓ Applying for the Grant of Probate
- ✓ Valuing the estate & completing HMRC forms
- ✓ Settling debts, taxes and liabilities
- ✓ Distributing assets to beneficiaries
Two paths through probate
The process differs depending on whether your loved one left a valid will. We guide you through either route.
Probate With a Will
When a valid will exists, the named executor applies for a Grant of Probate to administer the estate according to the deceased's wishes. We handle the application, HMRC forms and distribution.
EXPLORE THIS ROUTE →Probate Without a Will
When there's no valid will, the estate is shared under the rules of intestacy. The closest relative applies for Letters of Administration. We explain who can apply and manage the entire process.
EXPLORE THIS ROUTE →Still not sure where you stand?
Answer a few short questions and our online assessment will tell you whether probate is likely to be required for your situation.
Your probate timeline
A typical estate, broken into clear, manageable stages.
Initial consultation & estate review
We meet, understand the estate, and gather the documents needed to begin.
Asset valuation & HMRC forms
We value the estate, identify liabilities, and prepare and submit the inheritance tax forms.
Grant of Probate application
We apply to the Probate Registry for the legal authority to administer the estate.
Settling debts & collecting assets
We notify creditors, settle outstanding debts and gather in the estate's assets.
Distribution & final accounts
Assets are distributed to beneficiaries and detailed final accounts are provided.
Probate FAQs
Probate is the legal process of handling someone's property and possessions after they pass away. It's required when the deceased leaves behind assets that need to be valued, settled and distributed, particularly property, or larger sums held by banks.
It varies with the complexity of the estate. On average it takes several months to around a year, though simpler estates can be quicker and complex ones may take longer. We'll give you a realistic timeline at the outset.
It isn't mandatory, but it can be hugely beneficial. Professional guidance ensures the legal process is carried out correctly, avoiding costly mistakes and personal liability for the executor.
We offer transparent, fixed fees based on the complexity of the estate, never a percentage of its value. You'll have a clear quote before any work begins. See our Fees page for details.
The application form is PA1P where there is a will, or PA1A where there isn't. Inheritance tax is reported using the IHT400 (for taxable or larger estates) or the simpler route for excepted estates. Choosing and completing the right forms correctly is where many DIY applications get delayed, and we handle all of it for you.
Yes. Executors and administrators can be held personally responsible for mistakes, such as underpaying inheritance tax, missing a creditor or distributing the estate incorrectly. Acting through a specialist protects you, including placing the statutory notices that guard against unknown claims.