Shipleys LLP
Chartered accountants and professional business advisers

Probate services

The Shipleys Probate Services team are highly experienced in probate and specialists in high value estate management. 

We understand how difficult it can be to handle someone’s legal and financial affairs, particularly at a time when you’re likely to be coming to terms with the death of someone close. But don’t worry, we’re here to help. Our subsidiary, Shipleys Probate Services Ltd, are highly experienced in probate and specialists in high value estates . We can provide as much or as little support as you need to get things done.

 

What does probate and estate administration involve?

Probate and estate administration is a legal and financial process which happens after someone has died. It can be a very complicated and lengthy procedure to complete. To help explain the process and the legal and financial terms used, please read our guide.

 

Applying for Probate

Whether you choose to carry out the probate and estate administration process yourself, or you instruct us to do the work for you, the application for probate is still the same and involves:

  • Finding the will
  • Applying for the grant of representation
  • Administering the estate
  • Preparing the estate accounts
  • Distributing the assets to the beneficiaries of the estate.

A more detailed overview of the process can be found in our ‘Guide to Probate’.

 

Why choose a licensed accountancy firm for probate?

Specialists - We are one of only a few qualified accountancy firms in the country who are licensed by the Institute of Chartered Accountants of England and Wales to carry out probate work. This, combined with our expertise in all areas of accounts, tax and estate administration means you can have total confidence in us handling the whole process for you.

Background knowledge - If the deceased was a client of ours, we are likely to already have all the necessary financial information and background details to make the probate process as smooth as possible. If they were not a client, we can still deal with the probate application should their existing accountant not be licensed to do this work.

Quicker processing and less hassle – As accountancy and tax specialists we’re used to gathering and calculating financial and tax related information. In doing so, we can reduce the amount of time it takes to compile the necessary information. By speeding up the process we can help you to keep the costs down, leaving more for the beneficiaries.

High quality and personal service – whilst carrying out any probate work we are always sensitive to your needs and emotions during this time. You can be sure that we will be attentive, responsive and treat your legal and financial affairs discreetly and in the strictest confidence. Our team of experts will take the administrative burden and hassle away from you wherever possible.

Value for money – Whilst solicitors and banks can also carry out probate work, they tend to charge a fixed percentage based on the value of the estate, which could be as high as 4% even for simple estates. We feel that we are very competitively priced compared with other quality probate specialists and we’re happy to give you a quote based on the volume and complexity of the work which needs to be carried out.

We are confident that our approach to gathering the relevant information, calculating what tax is due and administering the estate is quicker and more succinct, therefore keeping costs to a minimum.

 

How we can also help

In addition to providing the probate and estate administration service, we can also help you and your family in the following related areas:

  • Estate planning
  • Executorships
  • Financial planning and wealth management
  • Inheritance tax planning
  • Retirement planning
  • Trusts planning and administration
  • Will writing

 

For more information about our Probate and Estate Management Services contact:

 

 

Terms and Conditions for Shipleys Probate Services Ltd

You can find our terms and conditions for Shipleys Probate Services Ltd here

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