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  • Debra Williamson

Understanding the stages of probate

There are three key stages in the probate process:

  1. Valuing the estate

  2. Completing all the relevant IHT forms and applying for probate

  3. Gathering in funds and then distributing them in line with the person’s Will (if they had one) or in line with intestacy rules (if there was no Will)

Some of these stages can be easier to manage than others so we offer a flexible service that can be adapted to the particular situation of your probate.

For example, we can provide legal support in just the initial stages of probate. We can contact organisations to help you identify the value of the estate, ensuring you have thought about any potential debts the person might have such as utility bills owing or credit card statements, as well as all potential assets including their home. Our experienced team can complete the required forms including IHT, handing over to you to gather the funds and distribute the estate once probate has been granted.

“An excellent service, very efficient” - Mr R (Ruislip)

We can also act until the estate is fully disposed of so that you don’t have to take on any aspect of the process. This can be particularly helpful in complex or high-value estates which can be very time consuming and take months or even years to process. Where the will has been misplaced or may be invalid, using a legal professional through the whole process means you and your family are fully protected.

P.S. We offer a clear and transparent fixed-fee policy for dealing with probate, giving you peace of mind. You can see the fees involved in each stage of probate on our website.

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