Our Fixed Fee Consultation Service

Dealing with the estate of someone who has passed away can be stressful and challenging. The legal duties and responsibilities of an Executor are considerable and there are traps for the unwary.

For a one-off meeting, either at the outset of the administration to set you on the right path, or to help you with an aspect of the estate you might be struggling with, we can provide a fixed fee one hour consultation.

What advice can we provide during the consultation?

The purpose of the one hour consultation service is to provide Executors or Administrators with the opportunity to obtain some general advice about the administration of the estate.

Whilst this is not intended to be an exclusive list of the advice we are able to provide, you might need help with the following:-

  • Whether the Will is valid.
  • The legal position if there is no Will.
  • The interpretation of the provisions of the Will.
  • Finding a missing beneficiary.
  • Whether probate is needed and what the process is.
  • How to deal with the assets in the estate, including a residential or leasehold property.
  • How to deal with the debts and liabilities of the estate.
  • How to deal with the payment of legacies.
  • How you can protect yourself as an Executor.
  • Reporting to HMRC and Inheritance Tax.
  • The taxation of the estate’s income and capital gains.
  • Accounting to the beneficiaries.
  • Valuation of property- sometimes a market appraisal or sometimes a valuation.

Please note that we are unable to provide detailed and specific advice during this one hour consultation. We will keep a written record of the meeting, a copy of which can be provided to you upon request.

What will be the fees for this advice?

Our fixed fee for this one hour consultation is £150 plus VAT which includes a charge of £10 plus VAT per person to undertake an electronic check against your identification documents.

If following the consultation you decide that you would like additional advice or assistance, we will provide a fee quotation in writing for that work.

 

Interested in our Fixed Fee Consultation?

If you would like to use our Fixed Fee Consultation service, please enquire using the form below. Our expert team will be in touch with you to discuss your needs further.

Enquire about our Fixed Fee Consultation

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

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