Our charges – probate and estate administration

We charge between £2,500 to £5,000 depending on the value and complexity of the matter.

If a case does not reach a conclusion, we reserve the right to charge for the work done, using our normal charging basis of £200 to £250 per hour. This applies even where a fixed rate has been agreed for the whole matter.

Our charges do not include VAT, which we will add to your bill at the prevailing rate.

Expenses – probate and estate administration

Even where our charges are fixed, we would usually expect to incur certain expenses your behalf which we will also add to your bill. The amount of expenses can vary and the following is an estimate only:

Price & Service Transparency Statement - Probate

Estimated total legal costs – probate and estate administration

We estimate that the total cost of a probate and estate administration case will be between £3,200.00 and £6,750.00 including our charges, the expenses we expect to pay on your behalf and VAT.

This estimate includes:

  • Attending you for a meeting and obtaining information, including ID checks;
  • Identifying the legally appointed executors or administrators of the estate;
  • Collating information about the Estate;
  • Preparing IHT tax return (whether or not tax is payable)
  • Preparing Oath forms;
  • Make the application for Probate on your behalf;
  • Collecting in the assets of the Estate;
  • Completing the transfer of one property into the beneficiaries name;
  • ID checks of beneficiaries and carrying out bankruptcy searches;
  • Completing estate accounts and distribution of assets to beneficiaries.

Additional costs – probate and estate administration

The ‘Estimated total legal costs’ shown above assumes. there is a valid will or the personal representative is readily identifiable, there is no inheritance tax to pay and the estate does not include any shareholdings, there is one property, up to 3 bank accounts  and there is one or two beneficiaries. Additional amounts may be payable for our charges and/or expenses if e.g. there is no will, there are several beneficiaries, there are multiple bank accounts and several beneficiaries. There is more than one property, the estate requires completion of the IHT 400 tax form, there are complex investigations about the assets of the estate, a deed of variation is required or beneficiaries or executors have to be traced, there are assets abroad   or distribution of the estate is contested.

The ‘Estimated total legal costs specifically does not include:

  • The sale or transfer of shares;
  • Completing IHT 400;
  • Transfer of several properties;
  • Completing income tax return including capital gains tax advice;
  • Dealing with the sale of any properties;

Likely timescale and key stages – probate and estate administration

Simple Probate and estate administration cases usually take 3 to 12 months from receiving your instructions to completion.  This is on the basis that there is a valid will, there is no inheritance tax to pay and the estate does not include any shareholdings.   If any complications of this or any other nature arise the matter will take a longer.  We will advise you if and when this occurs.

Most matters of this nature involve the following key stages:

  • Collating all necessary information about the assets and liabilities, 4 to 12 weeks;
  • Preparing IHT 205 and Oath for Executors, and submitting application for Probate, 4 to 12 weeks;
  • Collecting in the assets of the estate and paying off debts, 4 to 16 weeks;
  • Preparing estate accounts and distributing to beneficiaries, 4 to 12 weeks.

Our team

Our team has over 50 years of collective experience in delivering high-quality work in all matters relating to property and private client law. The team has particular expertise in services to elderly people, residential conveyancing and landlord and tenant.

For details of the members of the team who may work on your matter, please see:

Regardless of who works on your matter, they will be supervised by Chris Baldwin.

Complaints

We want to give you the best possible service. However, if at any point you become unhappy or concerned about the service we have provided, please inform us immediately so that we can do our best to resolve the problem.

In the first instance it may be helpful to contact the person who is working on your case to discuss your concerns and we will do our best to resolve any issues at this stage. If you would like to make a formal complaint, we will provide you with details of our full complaints procedure. Making a complaint will not affect how we handle your case.

We will always attempt to resolve any complaints, but where this is not possible, complaints and redress mechanisms are provided through the Solicitors Regulation Authority and the Legal Ombudsman.

Solicitors Regulation Authority (SRA)

The SRA can help you if you are concerned about our behaviour. This could be for things like dishonesty, taking or losing your money or treating you unfairly because of your age, a disability or other characteristic.

You can raise your concerns with the Solicitors Regulation Authority.

Legal Ombudsman

The Legal Ombudsman can help if we are unable to resolve your complaint ourselves. The Legal Ombudsman will look at your complaint independently and it will not affect how we handle your case.

Before accepting a complaint for investigation, the Legal Ombudsman will check that you have tried to resolve your complaint with us first. If you have, then you must take your complaint to the Legal Ombudsman:

  • within six months of receiving our final response to your complaint; and
  • no more than:
    • six years from the date of act/omission; or
    • three years from when you should reasonably have known there was cause for complaint.

If you would like more information about the Legal Ombudsman, please use the contact details below:

Visit: www.legalombudsman.org.uk

Call: 0300 555 0333 between 9am to 5pm.

Email: enquiries@legalombudsman.org.uk

Legal Ombudsman PO Box 6806, Wolverhampton, WV1 9WJ

The Legal Ombudsman deals with complaints by consumers and very small businesses. This means some clients may not have the right to complain to the Legal Ombudsman, eg charities or clubs with an annual income of more than £1m, trustees of trusts with asset value of more than £1m and most businesses (unless they are defined as micro-enterprises). This does not prevent you from making a complaint directly to us.

Complaints and redress via ODR platform

If we are unable to resolve your complaint, and it relates to a contract entered into online or by other electronic means, you may also be able to submit your complaint to a certified alternative dispute resolution (ADR) provider in the UK via the EU ODR platform.

The ODR platform is an interactive website offering a single point of entry for disputes between consumers and traders relating to online contracts. The ODR platform is available to consumer clients only, i.e. where you have instructed us for purposes outside your trade, business, craft or profession.

The website address for the ODR platform is: http://ec.europa.eu/odr.

Regulatory information

Romain Coleman is authorised and regulated by the Solicitors Regulation Authority (SRA). Our SRA registration number is 54479.