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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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.
Very professional and extremely thoughtful. We choose to complete our Wills through Barrett and Co twice, and both times they have made it a simple and efficient service. We would highly recommend.
Upon needing some much needed employment related legal advice I was very lucky to come across Barrett and Co. The whole process was fluid, simple, yet professional right through from my initial enquiry to leaving the office happy and eased of mind. I would highly recommend Barrett and Co to anyone that requires legal advice of any nature; my particular case, whilst not overly complicated, regardless left me wanting reassurance and security. A quick call, appointment booking, and a 1 hour meeting with Justin later provided me with both.
I found Barrett & Co via a search on Will Aid 2019 and was lucky enough to get an appointment with Vanessa Ruparel, one of the Solicitors. The whole process of getting our wills done was very smooth and professional. Service was of high quality and very friendly. I would certainly recommend Barrett & Co. Many thanks Vannessa 🙂
I found Justin Sadler and his support team very knowledgeable, and they supported us very professionally through our case. They not only had the right legal and procedural knowledge but also the practical experience of handling cases to guide us through a difficult process. Well recommended.
Absolutely first class support and service. Mr.Wild who has been not only a great support but also a friend. He fought my corner and was understanding of my exceptional circumstances and the whole team have been amazing. The receptionist is first class everytime, very attentive when I went to the offices and knew who I was when I rang, made me feel supported st every step. Highly recommend this service
I have used Barrett & Co on several occasions and had excellent service from them. Richard Ince and his team have just completed the purchase of a house for myself, they were always on top of any issues and concerns from myself and the seller's solicitors and brought to my attention any points that they had concerns about. They could always be contacted and sent regular updates. I would definitely use them again
Thank you to Chris Miller sorting out the payment issue with advertising company but decision not gone my way in the Court. Chris done everything he can and I will be using this firm for my future assistance if needed. Thank you again Chris.