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Probate

Please complete the form below and submit the information to provide us with the required knowledge to complete your fee page in this area.

Probate

It is highly recommended that you complete this form on a desktop or laptop computer so that the guidance can be viewed at the same time as the form.

Please note: if you leave or refresh this page the information on your current form will be lost. The form has been broken down into parts to mitigate this.

The new rules do not require you to publish a binding quote for each and every scenario which you may deal with, however they should act as clear and concise guidance for consumers. Neither you nor they wish to find out upon contact that the price will in fact be much higher, thus the prices you include should be as accurate as possible for the matter which you detail in the below forms. You do not need to consider every eventuality but should consider the norm when establishing your fee and service information.

For assistance in completing this form please contact us at anytime by email:

Or by telephone:

01443 742 895

The SRA requires only information on uncontested estates with all assets in the UK.

1. Team Information

The SRA requires that you include information on the experience and qualifications of all individuals who carry out work within this area. This should include any individuals who are involved in the process who undertake any sort of legal work which could be considered as chargeable e.g. paralegals, legal assistants.

You may wish to include secretaries or others who do not fall into the above category to provide a full picture of your team to consumers who would interact with them.

Form 1A and 1B allow the entry of up to 10 team members including the supervisor. If your team exceeds this amount then please complete the required information in a word document and send it as an attachment to:

caroline@cpm21.co.uk

Photographs: If you would like to include photographs for each team member please ensure they are at least 300px by 300px and are all of the same dimensions (e.g. square or the same size rectangle). Some cropping may occur. Email these across as attachments to:

caroline@cpm21.co.uk

1A Team Information

1A Team Information Guidance

The name of your firm for our reference.

 

The email address of the person responsible for completing this form in the event that we need to query any responses.

The name of the person responsible for supervising those who will carry out the work for this area of law.

The job title for the supervisor.

 

The year the above person qualified. Please note: if the person has not yet qualified leave this field blank.

 

The supervisors professional qualification e.g. solicitor, legal executive. 

 

A ‘blurb’ or description relating to the above person. This may already exist on your website, if so please copy it and paste it here for us to re-use. This should include information about the experience of this individual of handling matters in this area of law e.g. complexity or particular types of issues that they typically deal with.

 

Please complete the same information for the fields below relating to additional team members. If your team exceeds the amount of persons allowed by this form please complete form 1B below.

1B Team Information

1B Team Information Guidance

This form should be used in the event that you have more team members than is allowed by form 1A.

Complete the required information in accordance with the guidance from form 1A.

 

2. Fixed Fee Services

If you provide services for this type of matter based on a fixed fee please complete the below form, alternatively scroll down and complete the next form on Variable Fees.

Please note the new rules do not require you to publish a binding quote for each and every scenario which you may deal with. Consider this an extension of your requirement to provide clients with the best possible information about the likely overall cost under 1.13 of the SRA Code of Conduct 2011.

The new guidance makes it a requirement that you not only publish the cost for particular services, but also exactly what that service includes. This form aims to gather this information as well as pricing information to create your Fee Page. If you feel that any other information should be included then please contact us directly.

Please note: If you package different stages of your probate service and offer them individually (e.g. £XXX to obtain grant of probate, £XXX to collect assets) you will find that there is enough space to enter 3 different packages as fixed fees below (e.g. Part 2A, 2B, 2C). If you offer your probate service as an all inclusive fixed fee service please only complete one of these (e.g. part 2A).

2A Probate - Fixed Fees

4. Does this include VAT?

5. Does this quote only apply to cases where there is a valid will?

6. Does this quote only apply for cases where it is a non-taxable estate?

2A Probate – Fixed Fees Guidance

1. The name of your firm for our reference.

 

2. The email address of the person responsible for completing this form in the event that we need to query any responses.

 

3. Please highlight the fee for this service with detail on exactly what is included (e.g. grant of probate only, or entire probate process including grant of probate, collection and distribution of assets).

You may provide a fixed fee based on estate value, if so please indicate the range for that here e.g. up to £XXX,XXX = £X,XXX, up to £XXX,XXX = £X,XXX.

4. Please detail whether the fee above includes VAT.

5. Please detail whether the fee above is only valid for cases where there is a valid will.

5a. If this is the case please provide an additional cost for where there is no will.

6. Please detail whether the above fee is only valid for cases where there is a non-taxable estate.

6a. If this is the case please provide an additional cost for where the estate is taxable.

7. Please indicate the upper limit for the amount of properties within the estate which are included within the fee (e.g. offer only valid for 1 property). Please only enter the number.

8. Please indicate the upper limit for the amount of bank or building society accounts within the estate which are included within the fee (e.g. offer only valid for up to 3 bank/building society accounts). Please only enter the number.

9. Please indicate the upper limit for the amount of beneficiaries to the estate which are included within the fee (e.g. offer only valid for up to 4 beneficiaries). Please only enter the number.

10. Please indicate whether this fee allows for claims against the estate or whether this would incur additional charges.

11. Please indicate whether this fee allows for any other intangible assets within the estate (e.g. stocks or shares).

12. List the disbursements which are included within this fee. You do not need to detail their individual prices but can if you would like to publish those.

13. Please indicate if there are any other services included within the fee which have not yet been covered.

 

14. If there are additional services a customer may reasonably expect to be included in this service which you have not included when quoting please can you detail them along with additional pricing.

 

15. If you offer different pricing based on region, provide an online/mail only service, or there are any other similar, foreseeable factors which may affect your price please detail them here. Highlight alongside each factor the additional charge or % change in cost.

 

16. Please provide an estimated timescale for this sort of case at your firm. If you have prepared this form to cover your entire probate service please indicate a timescale for each key stage.

Use weeks providing a range of up to 4 weeks e.g. 18 – 22 weeks.

 

17. Each template includes a short disclaimer stating that these are expected costs based on a typical transaction, highlighting that fees could increase depending on unexpected or out of the ordinary circumstances. If you would like to include any specific circumstances in which fees may increase, please detail them here. The above questions will form the bulk of this disclaimer e.g. (e.g. only applies in cases where there is a valid will) however you may wish to include your own, or be more specific e.g.:

  • The fees do not apply where any assets of the estate are outside the UK
  • The fees do not apply if the will or distribution of the estate is contested
  • The fees do not apply if there is a claim against the estate under the Inheritance Family & Dependants Act

2B Probate - Fixed Fees

4. Does this include VAT?

5. Does this quote only apply to cases where there is a valid will?

6. Does this quote only apply for cases where it is a non-taxable estate?

2B Probate – Fixed Fees Guidance

1. The name of your firm for our reference.

 

2. The email address of the person responsible for completing this form in the event that we need to query any responses.

 

3. Please highlight the fee for this service with detail on exactly what is included (e.g. grant of probate only, or entire probate process including grant of probate, collection and distribution of assets).

You may provide a fixed fee based on estate value, if so please indicate the range for that here e.g. up to £XXX,XXX = £X,XXX, up to £XXX,XXX = £X,XXX.

4. Please detail whether the fee above includes VAT.

5. Please detail whether the fee above is only valid for cases where there is a valid will.

5a. If this is the case please provide an additional cost for where there is no will.

6. Please detail whether the above fee is only valid for cases where there is a non-taxable estate.

6a. If this is the case please provide an additional cost for where the estate is taxable.

7. Please indicate the upper limit for the amount of properties within the estate which are included within the fee (e.g. offer only valid for 1 property). Please only enter the number.

8. Please indicate the upper limit for the amount of bank or building society accounts within the estate which are included within the fee (e.g. offer only valid for up to 3 bank/building society accounts). Please only enter the number.

9. Please indicate the upper limit for the amount of beneficiaries to the estate which are included within the fee (e.g. offer only valid for up to 4 beneficiaries). Please only enter the number.

10. Please indicate whether this fee allows for claims against the estate or whether this would incur additional charges.

11. Please indicate whether this fee allows for any other intangible assets within the estate (e.g. stocks or shares).

12. List the disbursements which are included within this fee. You do not need to detail their individual prices but can if you would like to publish those.

13. Please indicate if there are any other services included within the fee which have not yet been covered.

 

14. If there are additional services a customer may reasonably expect to be included in this service which you have not included when quoting please can you detail them along with additional pricing.

 

15. If you offer different pricing based on region, provide an online/mail only service, or there are any other similar, foreseeable factors which may affect your price please detail them here. Highlight alongside each factor the additional charge or % change in cost.

 

16. Please provide an estimated timescale for this sort of case at your firm. If you have prepared this form to cover your entire probate service please indicate a timescale for each key stage.

Use weeks providing a range of up to 4 weeks e.g. 18 – 22 weeks.

 

17. Each template includes a short disclaimer stating that these are expected costs based on a typical transaction, highlighting that fees could increase depending on unexpected or out of the ordinary circumstances. If you would like to include any specific circumstances in which fees may increase, please detail them here. The above questions will form the bulk of this disclaimer e.g. (e.g. only applies in cases where there is a valid will) however you may wish to include your own, or be more specific e.g.:

  • The fees do not apply where any assets of the estate are outside the UK
  • The fees do not apply if the will or distribution of the estate is contested
  • The fees do not apply if there is a claim against the estate under the Inheritance Family & Dependants Act

2C Probate - Fixed Fees

4. Does this include VAT?

5. Does this quote only apply to cases where there is a valid will?

6. Does this quote only apply for cases where it is a non-taxable estate?

2C Probate – Fixed Fees Guidance

1. The name of your firm for our reference.

 

2. The email address of the person responsible for completing this form in the event that we need to query any responses.

 

3. Please highlight the fee for this service with detail on exactly what is included (e.g. grant of probate only, or entire probate process including grant of probate, collection and distribution of assets).

You may provide a fixed fee based on estate value, if so please indicate the range for that here e.g. up to £XXX,XXX = £X,XXX, up to £XXX,XXX = £X,XXX.

4. Please detail whether the fee above includes VAT.

5. Please detail whether the fee above is only valid for cases where there is a valid will.

5a. If this is the case please provide an additional cost for where there is no will.

6. Please detail whether the above fee is only valid for cases where there is a non-taxable estate.

6a. If this is the case please provide an additional cost for where the estate is taxable.

7. Please indicate the upper limit for the amount of properties within the estate which are included within the fee (e.g. offer only valid for 1 property). Please only enter the number.

8. Please indicate the upper limit for the amount of bank or building society accounts within the estate which are included within the fee (e.g. offer only valid for up to 3 bank/building society accounts). Please only enter the number.

9. Please indicate the upper limit for the amount of beneficiaries to the estate which are included within the fee (e.g. offer only valid for up to 4 beneficiaries). Please only enter the number.

10. Please indicate whether this fee allows for claims against the estate or whether this would incur additional charges.

11. Please indicate whether this fee allows for any other intangible assets within the estate (e.g. stocks or shares).

12. List the disbursements which are included within this fee. You do not need to detail their individual prices but can if you would like to publish those.

13. Please indicate if there are any other services included within the fee which have not yet been covered.

 

14. If there are additional services a customer may reasonably expect to be included in this service which you have not included when quoting please can you detail them along with additional pricing.

 

15. If you offer different pricing based on region, provide an online/mail only service, or there are any other similar, foreseeable factors which may affect your price please detail them here. Highlight alongside each factor the additional charge or % change in cost.

 

16. Please provide an estimated timescale for this sort of case at your firm. If you have prepared this form to cover your entire probate service please indicate a timescale for each key stage.

Use weeks providing a range of up to 4 weeks e.g. 18 – 22 weeks.

 

17. Each template includes a short disclaimer stating that these are expected costs based on a typical transaction, highlighting that fees could increase depending on unexpected or out of the ordinary circumstances. If you would like to include any specific circumstances in which fees may increase, please detail them here. The above questions will form the bulk of this disclaimer e.g. (e.g. only applies in cases where there is a valid will) however you may wish to include your own, or be more specific e.g.:

  • The fees do not apply where any assets of the estate are outside the UK
  • The fees do not apply if the will or distribution of the estate is contested
  • The fees do not apply if there is a claim against the estate under the Inheritance Family & Dependants Act

3. Variable Fee Services

If you provide services for this type of matter based on a variable fee please complete the below form.

Please note the new rules do not require you to publish a binding quote for each and every scenario which you may deal with. Consider this an extension of your requirement to provide clients with the best possible information about the likely overall cost under 1.13 of the SRA Code of Conduct 2011.

The new guidance makes it a requirement that you not only publish the cost for particular services, but also exactly what that service includes. This form aims to gather this information as well as pricing information to create your Fee Page. If you feel that any other information should be included then please contact us directly.

Please note: The opportunity to package your service does not apply when providing a variable fee estimate. This fee should include the entire probate process.

3A Probate - Variable Fees

4. Does this include VAT?

5. Does this quote only apply to cases where there is a valid will?

6. Does this quote only apply for cases where it is a non-taxable estate?

3A Probate – Variable Fees Guidance

1. The name of your firm for our reference.

 

2. The email address of the person responsible for completing this form in the event that we need to query any responses.

 

3. Please highlight an estimated fee for this service. You must include information on how you reached this estimate so please include the following information:

Your hourly rate and an estimated number of hours (e.g. between X and X).

The total estimated cost of disbursements for the case or an estimate within a small range (e.g. between £XX and £XXX).

We will use this information to create a final estimate which will be published. 

4. Please detail whether the fee above includes VAT.

5. Please detail whether the fee above is only valid for cases where there is a valid will.

5a. If this is the case please provide an additional cost for where there is no will.

6. Please detail whether the above fee is only valid for cases where there is a non-taxable estate.

6a. If this is the case please provide an additional cost for where the estate is taxable.

7. Please indicate the upper limit for the amount of properties within the estate which are included within the fee (e.g. offer only valid for 1 property). Please only enter the number.

8. Please indicate the upper limit for the amount of bank or building society accounts within the estate which are included within the fee (e.g. offer only valid for up to 3 bank/building society accounts). Please only enter the number.

9. Please indicate the upper limit for the amount of beneficiaries to the estate which are included within the fee (e.g. offer only valid for up to 4 beneficiaries). Please only enter the number.

10. Please indicate whether this fee allows for claims against the estate or whether this would incur additional charges.

11. Please indicate whether this fee allows for any other intangible assets within the estate (e.g. stocks or shares).

12. List the disbursements which are included within this fee. You do not need to detail their individual prices but can if you would like to publish those.

13. Please indicate if there are any other services included within the fee which have not yet been covered.

 

14. If there are additional services a customer may reasonably expect to be included in this service which you have not included when quoting please can you detail them along with additional pricing.

 

15. If you offer different pricing based on region, provide an online/mail only service, or there are any other similar, foreseeable factors which may affect your price please detail them here. Highlight alongside each factor the additional charge or % change in cost.

 

16. Please provide an estimated timescale for this sort of case at your firm. If you have prepared this form to cover your entire probate service please indicate a timescale for each key stage.

Use weeks providing a range of up to 4 weeks e.g. 18 – 22 weeks.

 

17. Each template includes a short disclaimer stating that these are expected costs based on a typical transaction, highlighting that fees could increase depending on unexpected or out of the ordinary circumstances. If you would like to include any specific circumstances in which fees may increase, please detail them here. The above questions will form the bulk of this disclaimer e.g. (e.g. only applies in cases where there is a valid will) however you may wish to include your own, or be more specific e.g.:

  • The fees do not apply where any assets of the estate are outside the UK
  • The fees do not apply if the will or distribution of the estate is contested
  • The fees do not apply if there is a claim against the estate under the Inheritance Family & Dependants Act

Congratulations on completing the questionnaire. We will be in touch should there be any more detail required.

Should you have any queries contact us on:

01443 742 895

caroline@cpm21.co.uk