Our Executor’s Support Service

This service is specifically tailored for those Executors who only need help with particular aspects of the estate administration.

If you are not sure if you this service is suitable for you, click here to read our Guide to dealing with the death of a loved one. This guide explains what is involved in dealing with an estate.

What does the service include?

We can help with any aspect of an estate administration, although in choosing this service it will be important for us to confirm in writing at the outset what it is you have asked us to do for you and to specifically exclude from the agreed scope of work any matters which you have agreed to deal with yourself, or in respect of which you do not require advice.

You might ask us to deal with one or more of the following matters:-

  • Help with everything you need to do to collect together all of the information required for the Grant of Probate (or Letters of Administration application) and to prepare and submit your application to the Probate Registry. Thereafter, once the Grant has been issued, you may decide to deal with the estate without our assistance.
  • Draft any Affidavits, Renunciations, Notices and Statements required to support your application to the Probate Registry.
  • Advise you about how to protect yourself from a claim by lodging Trustee Act Notices and completing bankruptcy searches against beneficiaries
  • Help you find a missing beneficiary.
  • Help you to insure an unoccupied property.
  • Help after you have obtained the Grant with questions raised by HMRC in relation to Inheritance Tax, claims for reliefs and allowances and calculations of tax.
  • Assist with reporting the estate’s income and capital gains to HMRC, registering the estate with HMRC, calculations of tax, completion of tax returns, and the preparation of Statements of Estate Income for beneficiaries.
  • Transfer an asset in the estate to a beneficiary or help with selling assets.
  • Prepare a comprehensive set of Estate Accounts of your dealings with the estate’s assets, calculate the residue, and obtain appropriate receipts and discharges from the beneficiaries.
  • Advise about the possibility of a Deed of Variation of the estate.
  • Assist with the setting-up and management of trusts for minors or other beneficiaries.

What does this service not include?

Since this is intended to be a bespoke service, we will be clear at the outset about what this service will and will not include. We will agree the scope of work with you and confirm what we will do in writing.

This service would not be appropriate for those Executors who need help with the application for the Grant and the winding up of the estate thereafter. Click here for information about how we can help with these estates – Our Complete Administration Service.

This service would not include any property sale or transfer work, although our Conveyancing Team can assist with such matters.

This service would not include advice in relation to a disputed Will or claim against the estate, although our Litigation Team can assist with such matters.

How long will it take to obtain the Grant/complete the work?

It can be difficult accurately to predict how long it will take for us to complete the work for you, but we will always provide you with our best estimate of the timescale at the outset, keep you informed of progress, inform you if the timescale needs to change due to unforeseeable delays or complexities, and do our best to resolve any issues arising as quickly as possible.

If you have asked us to help apply for the Grant of Probate or Letters of Administration (if there is no Will), we can usually have the documentation ready within 7 to 10 working days once we have all of the necessary information. Once the application has been submitted, we normally receive the Grant from the Probate Registry within three weeks, although it can sometimes take longer if the Probate Registry has a busy caseload.

For other work, the timescales to completion can vary according to what you have asked us to do for you. We will always provide our best estimate of the anticipated timescale at the outset and review this if matters become more complex or protracted.

What will be the fees for this service?

Our professional fees for this service are based on the time we anticipate needing to spend in dealing with your matter and will, therefore, vary according to what you have asked us to do for you.

We will ensure that your matter is allocated to the most appropriate Wills, Inheritance Tax, Probate and Trusts Team member, taking into account the nature and complexity of the work and their hourly rate.

When providing an estimate of our professional charges, we grade cases according to their simplicity/ complexity, the value of the estate, the number of hours we expect to spend in dealing with your matter, and the level of service you ask us to provide as follows:-

Level 1 Estate

  • low value (under £325,000) / non-taxable estate / limited work or advice needed.
  • typical hourly rate may be £150 plus VAT.
  • typical fees may fall between £750 and £3,000 plus VAT for up to 20 hours of work required.

Level 2 Estate

  • medium value (between £325,000 and £650,000) / non-taxable or taxable estate / medium level of work or advice needed.
  • typical hourly rate may be £160 plus VAT.
  • typical fees may fall between £3,200 and £6,400 plus VAT for between 20 and 40 hours of work required.

Level 3 Estate

  • high value (£650,000 to £1m) / taxable estate / complex matter / detailed advice needed.
  • typical hourly rate may be £220 plus VAT.
  • typical fees may fall between £4,400 and £8,800 plus VAT for between 20 and 40 hours of work required.

Level 4 Estate

  • very high value (£1m+) / taxable estate / very complex matter / detailed advice needed.
  • typical hourly rate may be £240 plus VAT.
  • typical fees may fall between £4,800 and £9,600 plus VAT for between 20 and 40 hours of work required.
Factors which can increase fees may be:-
  • Multiple executors and beneficiaries for us to correspond with.
  • Multiple bank accounts or shareholdings to be dealt with.
  • The estate includes a property and there are bills, insurances and maintenance to deal with.
  • There are issues with the Will or disagreements between the beneficiaries.
  • There are foreign aspects to the estate.

Additional payments or disbursements:-

Since we are required to verify your identity when commencing work for you, we also make a charge of £10 plus VAT per person.

You may also incur the following disbursements:-

  • Probate Court Fee – £155 plus 50p charged for each copy of the Grant required, if you ask us to help you obtain the Grant. (Please note that Grant application fees are due to increase in April 2019).
  • Fee for obtaining a copy of a Land Registry title to a property – £3.
  • Bankruptcy search fee – £2 per person.
  • Fee for lodging Trustee Act Notices – this fee depends on the number of notices required, but in our experience, the average fee falls between £150 and £200 plus VAT.

Interested in our Executor’s Support Service?

If you would like to use our Executor’s Support Service, please enquire using the form below. Our expert team will be in touch with you to discuss your needs further.

Enquire about our Executor Support Service

Read more about: Complete Administration Service, Executor’s Support Service, Fixed Fee Consultation, Fixed Fee Grant-Only Service

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