Our Private Client team can assist with all aspects of Probate – which is the legal work dealing with the estate after a person has passed away.
We understand that this is often a difficult and very distressing time for family and friends. You want probate solicitors who are empathetic and experienced.
Simple or complicated estate?
Some estates are very straightforward to deal with in terms of probate and there is little in the way of administration that needs to done. This is often the case where there is a surviving spouse and all the assets of the estate are in joint names, or perhaps all the funds are held in bank accounts.
However, often a person’s affairs will be much more complicated, either because there are many different assets, or because assets are held abroad, or held in trust. It may be, particularly in cases where there is no Will, that the distribution of the estate is complicated or disputed. Our Private Client team is experienced in dealing with these and many other aspects of estate administration.
Grant of Probate?
Many people have heard of ‘Probate’ but do not necessarily know when it is relevant. Whether the person who has died has left a valid Will does not determine whether it will be necessary to obtain a Grant of Probate. This will depend on the assets which make up the estate and sometimes on who is going to inherit the estate. Our Private Client team can advise on whether a Grant of Probate is required, what type of application is necessary and other matters, such as any queries over the validity of the Will.
Inheritance Tax – Reductions?
Inheritance Tax is also often a concern and we can advise and assist Executors to complete the HMRC forms that are required, advise on claims for the transfer of the Nil Rate Band on the second death of a married couple, (which has been allowed since 2007) and advise on the payment of Inheritance Tax where applicable.
Where a married couple made Wills designed to save Inheritance Tax, often there is a Discretionary Trust over the estate of the first to die and we can advise on the various options available to the surviving spouse.
There can also be situations where Inheritance Tax is payable on the estate but a post-death variation of the distribution of the estate could reduce the amount of tax, or there may be some other reason to vary the estate.
We are able to advise on this and prepare the required legal documentation. Where the person who died has left part of or the entire estate to charity, we are able to deal with the relevant charities and ensure that their specific requirements with regard to the administration are complied with.
Do You Want Us To Be The Executor?
Being an Executor can be a daunting and very time consuming role and many people find it difficult to devote the time to administration, particularly if they have work or family commitments. They may live a long way from the property in the estate or perhaps live abroad making it much more difficult to deal with the estate.
Whether the person who has died made a Will or not, it is necessary to establish the value of the estate, settle any debts, ensure that any tax matters are dealt with and obtain the necessary authority, such as a Grant of Probate, in order to reach the point where the Executors are ready to distribute the estate.
For complete peace of mind, we can manage all aspects of the estate on behalf of the Executors or we can assist them with those parts of the estate which they may find more difficult.
Dealing with Assets
Naturally, we can also deal with insuring the property, clearing its contents or, if it is tenanted, we can liaise with the managing agents or tenants as required. We work closely with our experienced Property Conveyancing department which can ensure the sale of an estate property efficiently on behalf of the Executors. We can then collect in the assets of the estate and distribute the estate at the end of the administration.
Where we are appointed as the Executors of the estate, we will deal with all aspects, liaising with any co-Executors as necessary and we can also deal with matters such as registering the death and arranging the funeral, where of course we would consult with any family members where appropriate.
Transparent fees for Probate
Many people are worried about what Solicitors charge for dealing with the administration of an estate. Although it is difficult accurately to estimate the costs of a matter, our costs are straightforward and transparent and we would be happy to discuss these with an Executor before proceeding to deal with things. (You may find our tips on administering an estate useful reading).
For further information please read our Probate Fees page and then contact the Private Client team on 0118 958 9711 or by email to [email protected] who will be happy to put you in touch with one of our expert probate Solicitors and we shall do everything we can to help throughout a difficult time.
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From start to finish these guys made me feel at ease during a turbulent time. First class service from all who I death with so I highly recommend them.
6th May 2020
Vanessa Ruparel helped me to write my will after I re-married. She also sorted out my uncle's probate, which was more complicated than we anticipated. I have used Barrett & Co before many years ago when I divorced, so I didn't hesitate to use them again. They always give a quote up front for their work and if there are any problems and costs change they inform you and get your approval. I would never hesitate to recommended them (and I have done so). Thank you for all your help.
17th April 2020
Used Barrett and Co extensively with my business and recently for a personal matter, excellent service on all occasions, you only get what you pay for, would have no hesitation in recommending their services. A big thank you to Vanessa for all her advice and assistance.
17th April 2020
Sometime ago I used Barrett and Co to create a will using Will Aid and it was a friendly and simple process. I have recently been made redundant so I went for an hours fixed fee meeting to discuss my settlement agreement, again this was a very informative meeting and helped me understand the process and provide me with useful questions to ask.
30th March 2020
Paul Wild is the best solicitor you can wish for. I benefited from his crucial law experience and wisdom. Excellent customer service.
5th March 2020
During the process of repossession proceedings against my tenant I felt reassured by the open and honest advice I received from Chris Miller. I was impressed by the efficient, professional and friendly service. I can highly recommend this company.
1st March 2020
I had a very delicate but deeply personal matter that I needed professional legal help with.in short it involved a matter of my father's will,inheritance and money owed to me from a sibling.After much research I contacted Justin at Barrett and co.After an hours consultation with him and Hilary Buckle I gained the confidence to take further steps.it was in their mannerism and approach and they even gave me a written quote detailing exactly what stage they would charge me for ,and even this quote was much lower than other specialst solicitors .They were so considerate with me and their reputation so high that my sister instantly gave me large sum of money owed to me and as a bonus all siblings have begun mending our relationship.
6th February 2020
I used Barrett and Co for my will via the Will Aid scheme. They were very professional, efficient and friendly. They took time to explain things simply and effectively - offering advice on the implications of different scenarios and ensuring I 'future proofed' my will. Very pleased with the service all round. Charlotte Fox was excellent.
22nd January 2020