Wills Jacobsen

Wills Probate & Trusts Solicitors Huntingdon


01487 808000

Wills Jacobsen Legal
  • Home
  • Services
    • Wills
      • Making a Will
      • Why you should make a will
      • Wills pricelist
    • Powers of Attorney
      • Assigning an LPA
      • Why shoud you assign an LPA
      • LPAs pricelist
    • Probate & the Administration of Estates
      • Your obligations as a personal representative
      • Terms & Conditions
      • Probate Assist Scheme
        • Terms & Conditions
        • Probate Assist Questionnaire
        • Client care information
      • Probate Costs Transparency
        • Probate Assist Scheme
        • Fixed Fee Probate
        • Full Administration Service
    • Trusts
      • Lifetime Trusts
      • Property Trusts
      • Property Trust Questionnaire
    • Inheritance Tax
      • IHT Exemptions
      • Main Residence Relief
    • Capacity Issues
    • Asset & Wealth Protection
      • Powers of Attorney
      • Property Protection Trusts
      • Spousal Bypass Trusts
      • Family Trusts
      • Trusts for Children
      • Wills
  • About
  • News
  • FAQ
  • Testimonials
  • Contact

Probate Assist Scheme

Terms & Conditions
Probate Assist Questionnaire
Client care information

We recognise that not all the estates of someone who has died need a full administration service provided by solicitors.

However, where a person dies leaving assets of more than £15,000 it is generally necessary to obtain something called a Grant of Representation. This is a term that covers a Grant of Probate where someone has left a Will, and a Grant of Letters of Administration where someone has died without leaving a Will.

We accept that it is possible for a non solicitor to administer a straightforward estate, and that it is possible to apply for a Grant of Representation personally and not use a solicitor.

However, if you apply in person you may have to go for an interview at the Probate Registry, and you will need to complete an application form, and complete an Inheritance Tax form known as IHT205. All of this is unavoidable.

We are able to offer you a scheme to assist you with the above “legalities” but which allows you to fulfill all other administrative tasks, thus reducing the cost of administering the estate.

ADVANTAGES OF THE PROBATE ASSIST SCHEME ARE AS FOLLOWS:-

  • Convenience - it will not be necessary for you to attend the Probate Registry in person
  • Speed - a Grant of Representation can be obtained through this process much quicker than attending an interview at the ProbateRegistry.
  • Flexibility - you undertake those tasks that you do not need a solicitor to assist you on.
  • Cost effectiveness - a fixed price reduced cost service to assist in the smooth administration of an estate
  • Value for money - for any executor or beneficiary connected with an estate being administered under this Scheme we will offer a 10% reduction against our standard fees for any instructions given to us for the preparation of Wills for that Executor or beneficiary.

The estate in question will need to qualify to take advantage of the scheme. Download the client care information opposite for more details, and to see if the estate you are dealing with does qualify. If it does, you can then download, complete the Probate Assist Scheme questionnaire, and send it to us with the documents listed therein.

Alternatively, feel free to call us and we will talk you through what you need to do.

Wills Jacobsen are authorised and regulated by CILEx Regulation for Probate: Authorisation Number 2164535. Read the CILEx Code of Conduct.

Wills Jacobsen is the trading name for Wills Jacobsen Legal Ltd

Company number: 09511808

 

  • Facebook
  • LinkedIn
  • Twitter

Registered office:1 Broughton Business Centre, Causeway Road, Broughton, Huntingdon, PE28 3AR

  • Privacy Policy
  • Disclaimer
  • Cookie Policy
  • Complaints and Redress

· website built by Silver Websites · All Rights Reserved ·


Back to Top

We use cookies to make our site work. OK Cookie settings Cookie Policy
Privacy & Cookies

Privacy Overview

This website uses cookies to improve your experience while you navigate through the website. Out of these cookies, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may have an effect on your browsing experience.
Necessary
Always Enabled

Necessary cookies are absolutely essential for the website to function properly. This category only includes cookies that ensures basic functionalities and security features of the website. These cookies do not store any personal information.

Non-necessary

Any cookies that may not be particularly necessary for the website to function and is used specifically to collect user personal data via analytics, ads, other embedded contents are termed as non-necessary cookies. It is mandatory to procure user consent prior to running these cookies on your website.

SAVE & ACCEPT