Martin & Co 

Chartered Certified Accountants and Chartered Tax Advisers

Probate and Estate Services

Probate is the process whereby an executor is granted the legal right to administer and wind up a deceased’s estate. It involves the filing of legal, financial and tax information about the deceased’s estate to the appropriate authorities, including:

  • Finding the Will
  • Determining whether a grant of probate is required or not
  • Applying for the grant of representation
  • Administering the estate
  • Preparing the estate accounts
  • Distributing the assets to the beneficiaries of the estate

This can be a complex and confusing process, which can seem overwhelming whilst dealing with the loss of a loved one, I aim to ease this burden for you.

Why choose Martin & Co for probate?

  • You are free to choose exactly how much support you need – From a simple overview of the probate related work you have undertaken to handling everything for you, I am happy to help.
  • You can have confidence in my financial and taxation expertise – I am experienced at gathering and understanding financial information, calculating the relevant tax liabilities and am happy to advise and reassure you along the way.
  • You can trust me to complete the process in an efficient manner – I aim to conclude the process swiftly so the assets can be distributed to the beneficiaries as soon as possible.
  • You will receive a very personal, supportive service – I understand how difficult losing a loved one can be. I seek to adopt a professional, yet personal service to help you and your family come to terms with your loss.
  • You can have peace of mind over the costs – I will discuss with you the deceased’s estate and the work involved before giving you a quote, so you know from the outset what the likely costs will be. Furthermore, As I work as I work alone and from home I am very competitively priced compared to high street solicitors and banks.

Examples of my probate work

The amount of involvement I can have in each probate case depends on how much work you want to do for yourself. For some cases, if required, I can simply oversee the process, providing guidance on what is required during each step. In other cases, if required, I can complete and submit the different forms to the relevant authorities and handle the whole process.

I can work on estates involving distant relatives, non-domiciled individuals, as well as estates involving annual gifts and transfers.

I am happy to work with you and do as much or as little as required in order to complete the process in a satisfactory manner. As a result, I tend to be more cost effective than high street solicitors or banks, who may want to handle and control the whole probate process, which will be reflected in their fees.

Probate Costs

My time is charged at £150 per hour.

I would estimate that fees could cost between £1,000 – £5,000, with the exact costs depending upon the complexity of the estate and your specific requirements.

Additional disbursement fees will also be due for example probate fees, which cost £273 for one certificate.

 I can give you a more accurate quote once I have more information about your specific situation, but certain situations are likely to result in increased costs being incurred for example:

  • There is no will or it has been altered after the signature
  • Executors have died or refuse to act or have an existing Power of Attorney
  • The estate consists of shareholdings (stock and bonds)
  • Additional copies of the grant are required
  • Work required if the inheritance tax is payable, including preparing full inheritance tax account, submission to and dealing with HMRC
  • There are missing beneficiaries

How long will it take?

On average obtaining the grant of probate typically takes between 8 and 12 weeks but this estimate is for guidance only and in reality will vary depending on the work involved and potential Probate and IHT office delays.

Legal information

I am a CILEX Practitioner (ACCA-Probate), which means I am authorised by CILEX Regulation to carry on probate activities, which is a reserved legal activity. I am required to carry out probate work on behalf of Martin & Co through a CILEX-ACCA Probate Entity, being Martin & Co Probate Services Limited, Company Number 13736283, CILEX-ACCA Probate Entity 3001223. If I carry out both: probate or letters of administration work, and estate administration work, I am authorised and regulated by CILEX Regulation for the part of the work relating to probate or letters of administration work. The estate administration work is carried out by Martin & Co and regulated by ACCA, Martin & Co's ACCA number is 3289115.

Please feel free to talk to me if you need more information about this.

I have Professional Indemnity Insurance (PII) which covers all work that I provide. This insurance ensures that you do not lose out financially in the unlikely event that my firm makes a mistake.

I am required to inform you that should you have any concerns about the level of service you are provided with, you should complain to me in the first instance and I would aim to resolve your complaint within 8 weeks. If you are still unhappy with the resolution you may be entitled to complain to the Legal Ombudsman. The Ombudsman would generally expect clients to follow a firm’s internal complaints procedure first however. Complaints to the Ombudsman should normally be made within six months of receiving my final response to your complaint and no more than 6 years from the date of when the problem arose (or if you were not initially aware of the problem, within 3 years of when you should reasonably have known that there was cause for complaint). You can find further information about the Ombudsman on the website legalombudsman.org.uk. You can write to the Ombudsman at Legal Ombudsman, PO Box 6806, Wolverhampton, WV1 9WJ or by email on enquiries@legalombudsman.org.uk or call on 0300 555 0333.

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