Estate Planning & Probate

 

Dealing with the loss of a loved one or arranging your estate for those close to you can be a stressful and confusing time. We’re here to guide you through the process, working flexibly, efficiently and with empathy to make it as smooth and simple as possible.


Applying for Probate

Applying for probate offers a chance at closure in the loss of a loved one – paying final bills, executing the will – but it can be a complex process.

With our experience and expertise, we can make the process simpler, allowing you to be as involved as you wish to be. At each step, we will act in your interests, providing guidance and advising with empathy on the best actions to take for you and your family.

The probate process involves:

    • Finding the Will and codicils, if applicable
    • Valuing the Estate
    • Calculating the Inheritance Tax and preparing the necessary forms
    • Applying for the grant of representation
    • Administering the estate
    • Preparing the estate accounts
    • Distributing the assets to the beneficiaries of the estate.

 


Why us?

We are licensed practitioners for probate related work and specialists in all aspects of taxation, accounts and estate administration.

Unlike some solicitors or other advisers, we take the time to understand your situation and provide the best advice for your needs. As an added benefit, our experience in accountancy and wealth management means we can advise on the right opportunities to best consolidate your assets – whether that’s your savings, your home or inheritance.

Knowledge

If the deceased is a client of ours, we are likely to have all the necessary financial information and a personal understanding of the circumstances to make the process as smooth as possible. If the deceased is not a client of ours, we can still deal with the probate application should their existing accountant, if applicable, not be licensed to do this work.

Efficiency

As specialists we’re used to gathering and calculating financial and tax related information therefore speeding the process up for you and keeping the costs down leaving more for the beneficiaries.

Cost

We are competitively priced and are happy to give you a quote based on the volume and complexity of the work which needs to be carried out.


Contact us

For more information on how we can help you please contact 01733 421909 or email us at bdepp@bulleydavey.co.uk.

Our Estate Planning and Probate service is provided by Bulley Davey Wills and Probate Limited, registered in England and Wales company number 11210542. Registered office: Peterborough.

We are licensed by the Institute of Chartered Accountants in England and Wales (ICAEW) to carry out the reserved legal activity of non-contentious probate in England and Wales.

A summary of the data held about the diversity of the team involved in our Estate Planning and Probate service is available here.