PRIVATE CLIENT

Probate & Estate Administration Services

Expert Legal Support for Estate Administration and Probate Matters.

Coole Bevis’s private client team provides specialist advice in Probate and Estate Administration to help you navigate the legal complexities following the death of a loved one.

Administering an estate can be challenging, with various legal, financial, and tax implications to consider. Our team at Coole Bevis supports clients across Sussex and beyond, offering personalised advice in all aspects of estate administration, from gathering and valuing assets to distributing inheritances. Whether your loved one left a Will or not, our solicitors will guide you through each stage of the process, ensuring all legal obligations are met with care and precision.

Our Services include:

Dedicated specialist advice on all aspects of Probate administration
Estate Valuation
Inheritance Tax (IHT) advice and guidance and completion of Returns and all ancillary forms.
Applying for Grants of Representation (including Grant of Probate, and Letters of Administration)
Distribution of the Estate
Liaising and working with other professional third parties such as Accountants and Independent Financial Advisors

Recommended Lawyers:

Coole Bevis’s private client team has previously won ‘Best Probate Law Firm’. This platform champions the best support provided to probate researchers by a law firm. The award from top forensic genealogists celebrated the achievements and skills of Coole Bevis’ specialist team.

“I would just like to say thank you …. for all that has been done in regards to my late father’s affairs and I would like to say a very big thank you for helping us when we really needed it, times are still very very hard for us….but once again thank you very much.”

Costs of Fixed Probate Applications

Open pricing

Close pricing

We are able to offer a service whereby you as the client obtain all the information required to enable us to prepare the inheritance tax account and probate application and we then deal with the preparation of those documents and filing on your behalf with HMRC and the Probate Registry on a fixed fee basis:

Probate Application – no inheritance tax return required, application only – client obtains valuations of assets and liabilities – £1,500 – £2,000 plus VAT @ 20%

Probate Application – no inheritance tax return required, application only and we obtain valuations of assets and liabilities – £2,500 – £3,500 plus VAT @ 20%

Probate Application – no inheritance tax to pay but inheritance tax account must be filed – client obtains valuations of assets and liabilities – £4,000 – £5,000 plus VAT @ 20%

Probate Application – no inheritance tax to pay but inheritance tax account must be filed – we obtain valuations of assets and liabilities – £5,500 – £6,500 plus VAT @ 20%

Probate Application – inheritance tax payable -full inheritance tax account must be filed and tax paid – client obtains valuations of assets and liabilities; we assist with arrangements for initial payment of tax £6,000 – £7,500 plus VAT @ 20%

We are able to offer a complete probate administration service where we deal with all aspects of the administration, from obtaining valuations of assets and liabilities, to preparing the probate application and any supporting inheritance account; arranging for the discharge of any inheritance tax liability; administering the estate once probate has been obtained; ensuring the deceased’s income tax affairs are settled; preparing detailed estate accounts and ultimately distributing the estate to the beneficiaries. Our costs for this service will depend on the nature and complexity of the estate but generally speaking we would not expect the overall costs to exceed between 2.5% – 3.5% of the gross value of the estate. In simple estates the costs may be less and in very complex estates more.

Please note: All costs information given here are examples, we will provide more precise and personalised cost information upon receipt of specific estate information from you.

Contact us

If you need assistance with probate or estate administration, contact our expert private client team today.

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