Home / Probate Solicitors in Sussex and Kent / Case study: Grant of probate service (estate value £147k)

Key Facts

Rix & Kay Service: Grant only
Value of Estate: £146,800 (under Inheritance Tax threshold)
Make up of Estate: Property, cash in bank accounts, premium bonds, limited personal possessions
Beneficiaries: Sister

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(In this example we have changed some details to protect confidentiality)

Mr D left a will in which he appointed his sister, Ms E, as his sole executor and sole beneficiary.  Mr D owned a small flat worth £125,000, savings in a bank account of approximately £20,000 and some NS&I premium bonds worth £5,000.  Mr D’s funeral cost £2,900 and he had an outstanding credit card bill of £300.  Therefore the total net value of Mr D’s estate was approximately £146,800 which was below the Inheritance Tax threshold of £325,000.

Outline of Rix & Kay’s service

Ms E instructed us on a ‘grant only’ basis.  She had obtained two valuations of the flat and she had written to the bank and NS&I and notified them of the death. During our initial meeting with Ms E she provided us with the original will, the property valuations, correspondence from the bank and NS&I showing date of death balances, a copy of the funeral account and a letter from the credit card company showing the date of death balance.

We obtained the grant of probate.  Official copies of the grant were passed to Ms E and she administered the estate herself, including marketing the flat.  Once a buyer for the flat was found, she instructed our Residential Property Team to handle the sale at fee she agreed with them at that time.

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We obtained the grant of probate for Ms E within two months of her initial meeting with us.


Our fees and disbursements were as follows:

  • Our fees: £1,000; VAT @ 20%: £200
  • Fees for swearing the executor’s oath: £7
  • Probate Registry fees to include five copies of the grant: £157.50
  • Official copy of Land Registry title to flat: £3; VAT @ 20%: £0.60
  • Total: £1,368.10

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quote marks

An excellent service was provided by a very professional and caring team in achieving probate, completing property conveyancing and distributing the estate proceeds to the beneficiaries. I have no hesitation in recommending Rix & Kay to anybody needing good quality legal services that represent good value for money.

John Dallaway – client quote from Rix & Kay’s client satisfaction survey

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