Probate

Infomation you will need to start this form.

You will need the deceased

Full name as appears on Passport, HMRC & NHS documents

Date of Birth

Date of Death

Details of Applicants

You can leave this form at any point and the data will be saved for you to continue at a later date.

By completing this form you agree that the information can be passed to relevant 3rd parties these are only the lenders and institutions that we are applying for finance on your behalf. We do not pass your information on to any other 3rd parties. We do not sell your information and all information is deleted once the application has been completed. Our ICO Information Commissioners Office Registration Licence No. Is ZA149282 By answering yes you agree that we can forward information to the lenders and institution that we are applying for finance on your behalf?*

YesNo

Please call us to discuss your application.

All sections with a * need to be answered if you see a warning “this field is required” this relates to ALL THE FIELDS in this question NOT just the one the warning appears to be pointing to. For example in the address, the arrow may appear to point to the postcode it actually means that an element in the whole address is missing highlighted in red.*

I understand

Approximate Value of the estate (in the deceased name only)*

Under £5,000£5000 to £325,000£325,000 to £650,000£650,000 plus

Where Names are asked for please provide a FULL Official name as it would appear on a Passport, Inland Revenue, or Social Security documents. Irrespective of whether they used the full name on a day-to-day basis or not. This is also relevant to people who are applicants for the probate application. If their Official proof of identity ie. passport is different from the name listed in the application the process will be severely delayed*

I understand

Does this estate include assets that where jointly held by a predeceased spouse.*

YesNoNot sure

We offer two types of service which do you require

Grant OnlyFull Estate AdministrationNot sureNeed more information

GRANT ONLY

We offer a “Grant only” service too. This is a low cost way of us taking the responsibility for obtaining the Grant of Probate (or Grant of Letters of Administration where there is no Will) on your behalf, and you can thereafter deal with the estate administration yourself.

What is involved?

All of the work required to extract the Grant:

· Provide you with a dedicated and experienced probate solicitor to work on your matter

· Identify the legally appointed executors or administrators and beneficiaries

· Accurately identify the type of Probate application you will require · Obtain the relevant documents required to make the application

· Complete the Probate Application and the relevant HMRC forms

· Draft a legal oath for you to swear

· Make the application to the Probate Court on your behalf

· Obtain the Probate and securely send copies to you

Timescale

On average, estates that fall within this range are dealt with within 1 month. We can usually submit the application to the Probate Registry (for non-taxable estates) within 2 weeks.

How much does this service cost?

The price will depend upon the level of experience of the relevant fee earner and the value and complexity of the estate. The price can vary and can be charged on a fixed fee basis or on an hourly rate basis but typically our fixed fees start from:

Legal fees for non-taxable estate (IHT 205)	£399
VAT on legal fees	£79.80
Total	£478.80

Legal fees for taxable estate (IHT 400)	£999
VAT on legal fees	£199.80
Total	£1198.00

Disbursements are costs related to your matter that are payable to third parties, such as court fees. We handle the payment of the disbursements on your behalf to ensure a smoother process. Please keep in mind that, as with the legal fees, the disbursements will vary depending on the type of matter.

Disbursements

Office copies	£3
Electronic ID check	£5 + VAT per person
Probate Application Fee	£273 + £1.50 per copy

This is an indication of the fees which you are likely to pay, however, if you provide us with full details of the matter, we can then provide you with a full quote;

PROBATE

FULL ESTATE ADMINISTRATION

We can help you deal with the full estate administration.

What is involved? All of the work required to complete the probate:

· Provide you with a dedicated and experienced probate solicitor to work on your matter

· Identify the legally appointed executors or administrators and beneficiaries

· Accurately identify the type of Probate application you will require

· Obtain the relevant documents required to make the application · Complete the Probate Application and the relevant HMRC forms

· Draft a legal oath for you to swear

· Make the application to the Probate Court on your behalf

· Obtain the Probate and securely send copies to you

· Collect and distribute all assets in the estate

Timescale

On average, estates that fall within this range are dealt with within 3-6 months. Typically, obtaining the grant of probate takes 4-8 weeks. Collecting assets then follows, which can take between 2-4 weeks. Once this has been done, we can distribute the assets, which normally take 2-4 weeks.

How much does this service cost?

The price will depend upon the level of experience of the relevant fee earner and the value and complexity of the estate.

The price can vary and can be charged on a fixed fee basis, fee percentage (usually between 0.5% to 2.5% is industry standard for Solicitors although banks can charge significantly more) or on an hourly rate basis but typically our fixed fees for Full Estate Administration work start from:

Legal fees	£1,500
VAT on legal fees	£300
Total	£1,800

Disbursements are costs related to your matter that are payable to third parties, such as court fees. We handle the payment of the disbursements on your behalf to ensure a smoother process. Please keep in mind that, as with the legal fees, the disbursements will vary depending on the type of matter.

Disbursements

Office copies	£3
Land charges search	£2 per person
Electronic ID check	£5 + VAT per person
Bank transfer fee	£35 + Vat per transfer
Probate Application Fee	£273+ £1.50p per copy
Case Management Fee	£71/£113
London Gazette notice	£83.40 (incl. VAT
Local Newspaper notice	Approx £50 - £150 + VAT
Land Registry fee	c.£40 - £60

This is an indication of the fees which you are likely to pay, however, if you provide us with full details of the matter, we can then provide you with a full quote;

Number of Applicants*

OneTwoThreeFour

Principal point of contact.*

Applicant 1Applicant 2Applicant 3Applicant 4

App.1 Full Name*

PrefixFirst NameMiddle NameLast Name

App.1 Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

App 1 Date of Birth*

Must be OVER 18

App 1.Relationship to the deceased*

App 1 Phone Number*

Area CodePhone Number

App 1 Email*

example@example.com

App.2 Full Name*

PrefixFirst NameMiddle NameLast Name

App.2 Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

App 2.Relationship to the deceased*

App 2 Date of Birth*

DD/MM/YYYY

App 2 Phone Number*

Area CodePhone Number

App 2 Email*

example@example.com

App.3 Full Name*

PrefixFirst NameMiddle NameLast Name

App.3 Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

App 3.Relationship to the deceased*

App 3 Date of Birth*

DD/MM/YYYY

App 3 Phone Number*

Area CodePhone Number

App 3 Email*

example@example.com

App.4 Full Name*

PrefixFirst NameMiddle NameLast Name

App.4 Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

App 4.Relationship to the deceased*

App 4 Date of Birth*

DD/MM/YYYY

App 4 Phone Number*

Area CodePhone Number

App 4 Email*

example@example.com

Details of the person who has died and probate is being applied for.

Name. As it appears on the Death Certificate*

PrefixFirst NameMiddle NameLast Name

Any other names that may appear on official documentation.

PrefixFirst NameMiddle NameLast Name

Any other names that may appear on official documentation.

PrefixFirst NameMiddle NameLast Name

Any other names that may appear on official documentation.

PrefixFirst NameMiddle NameLast Name

Any other names that may appear on official documentation.

PrefixFirst NameMiddle NameLast Name

Where did they pass away*

At HomeAt a relative's home (but still officially living at their home)At Hospital (but still officially living at their home)At a care home (but still officially living at their home)At a care home (where that was their official address)At a hospital (where a care home was their official address)Other

Permanent Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Name of Hospital / Care Home*

Address of Hospital / care home *

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Date of Birth*

Where they were born.*

Enter country if not UK.

Date of Death*

Have you or are you using the government tell us once service? a service that lets you report a death to most government organisations in one go.

https://www.gov.uk/after-a-death/organisations-you-need-to-contact-and-tell-us-once

Where did they die.

Enter country if not UK.

Did the person who died live permanently inEngland and Wales at the date of death, or intend to return to England andWales to live permanently?*

YesNoOther

What was the marital status of the person who has died when they died?*

Date Marital Status Changed*

What is the name of the court where the Decree Absolute, Decree of Dissolution of Partnership or Decree of Judicial Separation was issued?*

Occupation*

National Insurance Number (if Known)

Did the person who has died own any foreign assets? (not including houses or land)*

YesNoOther

Was there any assets in the process of being transferred to their name but not in their name at the time of death?*

YesNoOther

Was the person who has died or any of their relatives legally adopted in or out of the family?*

YesNoOther

Details of the Will and any codicils.

What is the date of the will you are submittingto the court?*

Did the person who has died also leave any codicils, made since that will?*

YesNoOther

Did the person who has died have any wills that were made outside of England and Wales*

Did the person who has died marry or enter into a Civil Partnership after the date of the Will or any codicils?*

YesNoOther

Is there anyone under 18 years old who receives a gift in the will or a codicil?*

YesNoOther

Are there any executors of the will who are not making this application*

YesNoOther

List Names of executors not making this application

in order to prepare your probate application and tax forms, you'll need to track down some key details about the estate. This includes things like

Copy of the last Will and any codicils.

Debts, forward any loan agreements

Tax owed, forward tax demand letter

Gifts made in the last 7 years, forward amount and to who and date

Shareholdings, details

Investments, details

life insurance, amount of cover company policy number

Pensions company account number lump sum payment on death amount

Balance in any bank accounts. Bank name and account number

Details of any property owned value

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Notes

Please enter any relivate information

Email documents to enquiry@saxongroup.org

Phone 01406 422 492 mobile 07 917 360 928

It is advisable to print this form so that you have a record of the information