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Our Fees

We offer a fixed fee for making applications for probate. This will either be a ‘grant of probate’ where there is a Will, or a ‘grant of letters of administration’ where there is not.
What is included in our Application Only Service is detailed below, together with any exclusions.

The below prices do not include VAT or disbursements.

Probate – Administration Service

We are able to offer a bespoke service dealing with all aspects of the administration of an estate from the very beginning, right the way through to completing the administration and accounting to the entitled beneficiaries.

We pride ourselves on offering a cost-effective and personal service, with the aim of ensuring an efficient administration and timely completion.

Below is an example estimate for obtaining a grant of probate as well as administering a non-taxable estate. Our fees are calculated based on the amount of time that we spend working on the estate (charged by reference to an hourly rate)

An estimated cost for this service is provided below based on a ‘typical’ case.

Estimated Cost: £950 – £3,950

Hourly Rate: £201

Estimated Hours: 5-20

Estimated Timescale: up to 36 weeks

The estimated timescales are subject to matters outside of our control, such as response times from financial institutions, government departments etc.

If there is no valid Will extra time will need to be spent determining who the entitled applicants and beneficiaries are. This is likely to add approximately 1 – 2 hours to our costs, therefore a further £200-400 depending upon the complexity of the family circumstances. In some instances (such as where the family tree is incomplete) we would suggest instructing a genealogist to prepare the necessary family tree.

 

The Fee Includes:

Meeting with the Executors (where there is a Will) or entitled applicants (where there is none) and advising on the process of administering an estate, the duties of the Executors, and the correct interpretation of the Will (or Intestacy Rules where there is none)
Ascertaining the assets and liabilities in the estate, including corresponding with asset holders and creditors, reviewing financial records and making necessary enquiries with financial institutions
Completion and submission of Inheritance Tax forms (IHT205) for non-taxable estates, including applications to transfer unused nil-rate bands from a deceased spouse where everything passed to the spouse who has now died.
The preparation and submission of the application for grant of probate
Gathering the estate’s assets and advising on and settling the debts of the deceased, including liasing with the Department for Work and Pensions in respect of their lawful enquiries of the estate
Preparation of an Estate Account to enable the Executors to comply with their legal obligations to account for the administration of the estate

The estimate is based on a service which includes us dealing with one property and six bank/building society accounts, shareholdings etc.

This would apply if it is a non-taxable estate and where we would be distributing assets to up to four beneficiaries. This fee does allow for some intangible assets such as shareholdings.

The fee does not include:
disbursements (payments made on your behalf to third parties, such as the Court fee)
dealing with any claims made against the estate, against the validity or otherwise of a Will, or dealing with any matter preventing the issue of a Grant of Probate/Letters of Administration
Advice and/or creation of documents altering the distribution of the estate (such as variations or disclaimers)

Get a more accurate quote

Every case is different, to get a bespoke estimate contact us today and we can discuss the specifics of yours.

Call: 01633 867 000
Email: info@rlo.law

There may be additional tax due on this matter which would be separate to the estimated cost.
For additional information on Inheritance Tax please visit the gov.uk website:
gov.uk/inheritance-tax

Disbursements are costs related to third party services which we pay on your behalf. We have not included the following disbursements in the above prices which may be charged in addition to the above fee. We price these based on the cost these services are charged to us:

Probate Application Fee: £155 (plus 50p per additional copy)

Where not all executors are applying there will be a notice to non-roving executor – £30 (per notice)

Bankruptcy searches – £2 (per person)

Financial Asset Search (third party service) – £160-190

s. 27 Trustee Act Notices – £200 (approx.) 

Please note:

These fees do not apply where any assets of the estate are outside of the UK

These fees do not apply if the Will or distribution of the estate is contested or the executors are in dispute

These fees do not apply in cases of insolvent estates

These fees do not apply if there is a claim against the estate under the Inheritance (Family & Dependants) Act 1975

Fees may vary dependant on individual circumstances.

Meet the Team

Damian Lines

Partner, Head of Wills, Trusts and Probate, Solicitor, Registered Trust and Estate Practitioner
Qualified: 2007

I am a Partner of the firm and Head of Wills, Trusts and Probate. After reading law at the University of Bristol I began my career with a well established Bristol firm. From the beginning of my career I conducted a mixed practice including criminal defence, civil lititgation and complaints against the police, and property sales but focused my training on the area of Wills, Trusts, Probate and associated matters. I qualified as a solicitor in 2007, and now practice solely in the field of Wills, Trusts, Probate and matters concerning the vulnerable. In 2008 I moved closer to home to take a position at Rubin Lewis O’Brien, becoming a partner of this firm in 2011. Since 2011 I have been a Full Member of the Society of Trust and Estate Practitioners (STEP), a worldwide organisation of experts in the field of Wills and Trusts and one of only very few solicitors in the area to hold this qualification. I have been recognised by the national learning disability charity MENCAP as having expertise in assisting families with wills, trusts and matters concerning the affairs of those with learning disabilities and mental capacity issues. I am listed as a recommended solicitor for our area and MENCAP refer clients to me in the knowledge that I will give not only the required legal advice but also the support and guidance to put it into action. I have also been privileged to be invited to give seminars by the team at MENCAP. I also appear on the legal advisers list for SCOPE and NAS (the National Autistic Society), recognising my expertise in this field. More recently I have delivered legal workshops for Carers Wales, the Welsh arm of national charity Careres UK. I grew up in Pontypool and now live in Griffithstown with my wife and son. For many years I have been a member of a local mixed-voice choir, regularly performing in concerts locally and further afield. My wife informs me that I am a keen gardener and DIY enthusiast, but I am yet to be convinced! MENCAP recommended solicitor for Wills and Trusts NAS (National Autistic Society) recommended specialist solicitor SCOPE recommended specialist solicitor

Kate Toner

Solicitor
Qualified: 2017

I joined Rubin Lewis O’Brien in June 2017 following the completion of my Training Contract. Prior to my Training Contract, I read Law with Criminology at the University of Sheffield. Whilst studying at Sheffield I was awarded the coveted Habendum Scholarship for academic excellence for two consecutive years. After graduating, I then studied the Legal Practice Course at Cardiff University. During my Training Contract I was fortunate to train in many areas however I found that Private Client work was something I was particularly interested in. As a result, I made the move to Cwmbran in order to specialise in the area I was most passionate about. I have the ability to provide advice in numerous areas including Wills, Lasting Powers of Attorney and Probate matters. I can also assist with Court of Protection matters. I have a particular interest in working with the elderly and have been praised for my empathetic and understanding manner, whilst being robust and thorough in my approach to legal issues. Additionally, I enjoy building a relationship with my clients in order to provide a service that suits their individual requirements. In my spare time I enjoy attending the gym. I particularly enjoy running, and in turn, raising money for charities such as the Alzheimer’s Society, Cancer Research and the Cystic Fibrosis Trust. In addition, I play the Clarinet, travel and attend gigs.

Aimee Breen

Trainee Solicitor

I am a trainee solicitor, and I assist in all matters relating to the work of the department. Prior to commencing my training contract at this firm, I worked at a large Cardiff firm assisting in the administration of estate on behalf of large corporate clients.

Our Process

Probate

Stage 1

Valuing the Estate

At this stage we will go through the deceased’s papers and bank statements to establish their assets and liabilities. This can be quite straightforward, however in some cases there may be multiple investments, properties, and other personal belongings to consider  – as well as joint ownership which will need to be determined.

At this stage we may need to contact banks, lenders, fund managers, pension providers, the local government, the DWP, HMRC, and other institutions to obtain a full pricture of the estate.

Stage 2

File Inheritance Tax Forms

Regardless of whether Inheritance Tax (IHT) must be paid the correct forms must be completed. One form is used for non-taxable estates, another set of forms for taxable or more complex estates.

We will complete the relevant forms as well as any relevant schedules to ensure that the Executors fulfil their legal duties and correctly declare the value of the estate. It is at this point that we will establish the amount of tax payable (if any).

Stage 3

Pay Inheritance Tax

If IHT is payable on the estate then it must be paid prior to obtaining the Grant of Probate. Funds can be transferred directly from the deceased’s accounts, or other assets utilised, and we will assist in complying with the strict time limits set by law.

Stage 4

File The Application for Probate

Once we have ascertained the  value of the estate, and account for all assets and liabilities, we will be able to lodge the formal application for the Grant of Probate at the Probate Registry.

The Executors will need to sign documents formally confirming that the details given are correct.

At this stage we will pay the applicable probate fees on your behalf. These are fixed regardless of the size of the estate and are detailed above in the disbursements section.

Stage 5

Administer the Estate

We will collect in the assets of the estate, discharge any liabilities and subsequently distribute the estate in accordance with a Will (or the Intestacy Rules if there is no Will).  At this stage we will deal with any complications that have arisen and will make sure that the Executors are fully advised about their responsibilities, and ensure that they have complied with them.