Probate and Estate Services

Probate is the process whereby an executor is granted the legal right to administer and wind up a deceased’s estate.

It involves the filing of legal, financial and tax information about the deceased’s estate to the appropriate authorities, including:

  • Finding the Will
  • Determining whether a grant of probate is required or not
  • Applying for the grant of representation
  • Administering the estate
  • Preparing the estate accounts
  • Distributing the assets to the beneficiaries of the estate

This can be a complex and confusing process which family members must sort out whilst dealing with the loss of a loved one, but at Jefferies Probate we can ease this burden for you.

Why chose Jefferies Probate?

  • You can choose how much support you need – From a simple overview of the probate related work you have undertaken to handling everything for you, we can help.
  • You can have confidence in our financial and taxation expertise – We are experts at gathering and understanding financial information, calculating the relevant tax liabilities and advising you along the way.
  • You can trust us to complete the process in an efficient manner – We aim to conclude the process swiftly so the assets can be distributed to the beneficiaries as soon as possible.
  • You will receive a very personal, supportive service – We understand how difficult losing a loved one can be. We adopt a professional, yet personal service to help you and your family come to terms with your loss.
  • You can have peace of mind over the costs – We will discuss with you the deceased’s estate and the work involved before giving you a quote, so you know from the outset what the likely costs will be. Furthermore, we are very competitively priced compared to solicitors and banks.
  • You won’t have to pay VAT on top of your fees – The fees we charge do not incur VAT, thereby helping to keep the costs of carrying out the probate process to a minimum.

Examples of our probate work

The amount of involvement we have in each probate case depends on how much work the family or executors want to do themselves.

For some families, we have simply overseen the process, providing guidance on what is required during each step. In other cases, we have completed and submitted the different forms to the relevant authorities and have handled the whole process.

We have worked on estates involving distant relatives, non-domiciled individuals, as well as estates involving annual gifts and transfers.

We can do as much or as little as required in order to complete the process in a satisfactory manner. As a result, we tend to be more cost effective than say solicitors or banks, who generally want to handle the whole probate process, and charge you accordingly!

Our fee is £150 per hour (No VAT). We recently charged clients between £1,900 – £5,500. The exact cost will depend on your specific circumstances. For example, if there is one beneficiary and no property, costs will be at the lower end. If there are several beneficiaries, property and multiple bank accounts, costs will be at the higher end.

Additional costs

Probate fee: £273

Potential additional costs

The list below gives an indication of work which might need to be carried out at an additional cost. We can give you a more accurate quote once we have more information about your specific situation.

  • There is no will or it has been altered after the signature
  • Executors have died or refuse to act or have an existing Power of Attorney
  • The estate consists of shareholdings (stock and bonds)
  • Additional copies of the grant are required
  • Work required if the inheritance tax is payable, including preparing full inheritance tax account,
    submission to and dealing with HMRC
  • There are missing beneficiaries

How long will the work take?

On average, estates that fall within this range are usually dealt with between 2-3 months. Obtaining the grant of probate typically takes 8-12 weeks.

The above time estimates are for guidance only and vary depending on the work involved and Probate and IHT office delays.

We are authorised and regulated by CILEx Regulation to provide probate legal services. CILEX-ACCA Probate Entity 3001259.

If we carry out both: probate or letters of administration work, and estate administration work, we are authorised and regulated by CILEx Regulation for the part of the work relating to probate or letters of administration work. The estate administration work is carried out by Jefferies Probate and regulated by CILEX. You can talk to us if you need more information about this.

We have Professional Indemnity Insurance (PII) which covers all work that we provide. This insurance ensures that you do not lose out financially in the unlikely event that the firm makes a mistake.

Further information

To help explain the probate process, we have written a couple of blogs, which we hope you will find useful, please click on the links below:

For more information about our Probate and Estate Administration service, please contact Keith Jefferies on 01491 845575 or email: keith.jefferies@jaslimited.co.uk.

I recently went to Keith to ask him to arrange a Grant of Probate as I was the executor of a Will. I was very pleased at how quickly and professionally he did this for me. And his fee was considerably less than I was quoted by a solicitor.” David Reynolds