Probate

Events following a bereavement can be overwhelming but we can help take away some of the administrative burdens of Probate and give you one less thing to worry about.

If you have been appointed as a personal representative (executor or administrator) to wind up someone’s estate, you will be faced with some important responsibilities.

Our experienced Probate team is recommended by The Legal 500 for advising on Personal Tax, Trusts and Probate.

We offer a FREE ONE HOUR CONSULATION to help you decide which of our Probate services is right for you.

Probate services

The role of an executor or personal representative can be an onerous responsibility and leave you open to personal liability but we can help you manage the risks involved.

We offer our clients three levels of service: Probate, Probate Select and Probate Premium. Following our free one hour consultation about probate matters we will help you decide which level of service is right for your needs.

Probate

We will look at the nature and value of the assets and agree a FIXED FEE to obtain probate.

  • You collate the financial information
  • We complete and submit the relevant Inheritance Tax Return
  • We prepare paperwork to obtain Probate and make an application to the Probate Registry on your behalf
  • We hand matters back to you to complete the administration

Probate Select

Probate Select service allows you to choose from a list of tasks which of those you would like Furley Page to undertake on your behalf, and which tasks you wish to administer yourself.  We agree a plan to administer the estate from start to finish and provide a detailed estimate of costs once the package has been agreed.

Probate Premium

Probate Premium is our complete service.  It enables you to hand over all the work to us. We will report to you throughout and ensure you fulfil your responsibilities.  We will give you a detailed estimate of the costs at the outset and manage the entire process to make sure you free of risk and the estate is administered correctly.

Using our Probate Premium service, the tasks we will complete for you are:

  • Meet with you to ascertain assets and liabilities of the estate
  • Obtain valuations
  • Prepare schedule of assets and liabilities
  • Prepare HMRC Inheritance Tax Return
  • Prepare legal Probate statement
  • Apply for and obtain appropriate Probate Certificate
  • Arrange to settle Inheritance Tax and negotiate tax clearance with HMRC
  • Register the Probate Certificate
  • Gather assets, arrange to pay liabilities
  • Pay bequests
  • Prepare and submit Income Tax Returns from the date of death
  • Prepare estate accounts
  • Arrange distributions to beneficiaries
  • Transfer assets and advise about any continuing Trusts

Why choose Furley Page

Furley Page has a long history of helping families at difficult times. Our Private Client team will not only help guide you through the Probate maze, but will also be able to spot tax planning opportunities that could result in substantial savings for the beneficiaries.

We can meet you in the comfort of your own home or office or at any of our four office locations.  If you wish to meet us out of hours this can be agreed by prior arrangement.

We offer a FREE one hour consultation and our service is professional, friendly and value for money.

We have technical skills that are recognised by The Legal 500 and the Society of Trust and Estate Practitioners (STEP).

 

Probate services