Uncontested Probate - Price and Service Information

Each estate administration is different and the exact cost will depend on the individual circumstances of the matter. We set out guidelines below to indicate a starting point for our fees. In simple cases our charges will not exceed the guideline figures (and may be significantly less) but in more complex estates our charges may be higher than the sums indicated. We will be able to give you a better idea once we have details of the assets and liabilities involved.

A simple case is one where for example:

  • there is no doubt as to the validity of the Will
  • the Will does not contain complicated or unusual provisions
  • there are no foreign assets
  • there have been no significant lifetime gifts
  • there are few bank or other accounts
  • there are few beneficiaries
  • there are no missing beneficiaries
  • there are no complex tax issues
  • the estate is not insolvent
  • there are no disputes affecting the executors, beneficiaries or third parties.

For work undertaken up to and including the issue of the grant of probate or letters of administration, the starting point is a fee based on 1% of the gross value of the estate together with VAT thereon as shown in the table below. Where the estate exceeds £1 million, we charge a lesser percentage in relation to the excess.

Charging guidelines For work done up to and including the issue of a grant of probate or letters of administration
Minimum fee £1,000 plus VAT
Gross value of estate up to £1 million 1% of gross value plus VAT – subject to the minimum fee above.

Examples –

for an estate valued at £80,000 the guideline fee is £1,000 plus VAT;

for an estate valued at £400,000 the guideline fee is £4,000 plus VAT.
Gross value of estate above £1,000,000 but not exceeding £1,500,000 1% plus VAT on the first £1,000,000 and 0.75% plus VAT on the balance.

Example – for an estate valued at £1,300,000 the guideline fee is £12,250 plus VAT.
Gross value of estate exceeding £1,500,000 1% plus VAT on the first £1,000,000, 0.75% plus VAT on the next £500,000 and 0.5% plus VAT on the balance.

Example - for an estate valued at £1,800,000 the guideline fee is £15,250 plus VAT.

Where a solicitor in the firm is appointed as an executor of the Will our charges will be higher because of the additional responsibility.

For work done after the issue of a grant of probate we charge on a time basis. The current hourly rates of individual fee-earners are shown below. The amount of time spent in handling a probate case after the issue of the grant varies considerably from case to case according to the circumstances. In some cases there may be very little that needs to be done whereas in other matters the volume of work that needs to be undertaken can be substantial, protracted and time-consuming.

Generally speaking, smaller estates tend to require less work than larger estates but this is not always so. A small estate may consist of a large number of assets and liabilities and there may be numerous beneficiaries. A larger estate may consist of one major asset and there may be only one beneficiary who is also the executor.

The average charge for work done between the issue of the grant and the completion of the matter is in the region of £1,200 plus VAT.

Disbursements

In addition to our own charges there will be various disbursements that need to be incurred. These may include:

Probate Court Fees – currently £155 for estates in excess of £5,000

Office copy grants – 50p per copy

Oath fees - £5 per swearing plus £2 per exhibit

Bankruptcy searches against UK beneficiaries - £2 per person

Bankruptcy searches against beneficiaries living abroad – variable

Notices under section 27 Trustee Act 1925 – variable but in the region of £250

Unclaimed Assets Register Search - £25

Valuation and Accountancy Fees

Estates will normally need to incur valuation fees, e.g. for properties and their contents or for business assets. The valuer`s fees will vary considerably according to the number and value of the assets involved. There may also be accountancy fees to pay in relation to the tax affairs of the estate.

Work Involved in Uncontested Probate Matters

Our work in dealing with uncontested probate matters normally involves the following:

  • preliminary liaison with the personal representatives to establish details of the estate, advising as to their responsibilities and consideration of the terms of the Will
  • obtaining full details of the assets and liabilities of the estate including correspondence with banks, building societies, insurance companies and other institutions
  • obtaining valuations of relevant assets as necessary
  • collating information received and preparing all necessary papers to apply for the grant including the appropriate inheritance tax return
  • lodging documentation with HMRC and the Probate Registry
  • communication as appropriate with beneficiaries to advise of their entitlement
  • once probate has been obtained, sending copies of the grant to relevant organisations and submitting instructions for the closure or transfer of the accounts
  • advising on transfer or disposal of assets in the estate
  • collecting in assets of the estate and paying sums in to our client account
  • arranging payment of outstanding debts and liabilities of the estate from sums received
  • finalising the estate’s tax affairs
  • arranging payment of legacies
  • making distributions to residuary beneficiaries
  • preparing estate accounts

 

We undertake probate work in both of our offices:

Personnel – Bridgend Office

Name Position Number of years’ experience of dealing with probate matters Hourly rate (exclusive of VAT)
Elizabeth Thompson Partner 38 210
Emma Priest Chartered Legal Executive 20 170

Personnel – Porthcawl Office

Name Position Number of years’ experience of dealing with probate matters Hourly rate (exclusive of VAT)
Jonathan Chubb Partner 38 210
Kathryn Thompson Associate Solicitor 7 180
Clare Chubb Senior Legal Assistant 15 150

Details of the each individual’s qualifications and experience can be found on their respective pages on the website.

Elizabeth Thompson has a mixed caseload of non-contentious work. She spends two-thirds of her time on property matters and one-third on private client work. Emma Priest spends approximately 100% of her time on private client work.

Jonathan Chubb spends 60% of his time on property matters, 30% on private client matters and 10% on commercial matters. Kathryn Thompson spends 100% of her time on private client matters. Clare Chubb spends 90% of her time on private client matters.

Expert legal advice you can rely on,
get in touch today:

Please let us know you are not a robot