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Full Service or Grant Only Probate?

Full Service or Grant Only Probate?

Our dedicated probate team are experts in all areas of probate including full service and grant only probate. We manage estate administration ranging from the very straightforward to highly complex multi-million pound estates. Our aim is to guide you through the entire process of applying for probate as quickly and efficiently as possible while avoiding the difficulties and pitfalls that can arise on the way.

To do this, we discuss with you all your available options and advise on the most appropriate course of action. This allows you to choose how much, or how little, you wish to make use of our expertise. Our charging basis reflects this flexibility.

If you’d like to have in informal chat about how we can help, then please do not hesitate to contact a member of our team. All their direct contact details appear at the bottom of this page.

Unsure about what probate involves – read more about the key stages of probate here

Probate options – full service or grant only?

At the heart of our probate service is our commitment to providing the very best client service. Through years of experience, we understand that every case comes with unique circumstances so we pride ourselves on delivering a tailored service that is both responsive and compassionate. Our services fall into two main areas of either “Full Service” or “Grant only”

Full service probate

Full service probate is where we take full responsibility for all aspects of the administration of the estate. This could involve anything from arranging the funeral, clearing the deceased’s property, identifying and arranging valuations of assets, preparing the probate papers, collecting in the assets after the grant of probate has been issued, dealing with all tax matters, paying liabilities, preparing the estate accounts and distributing the balance of the estate to the beneficiaries.

We always work on a flexible basis so if you wish to deal with some matters yourself, such as arranging the funeral or clearing the property, we can, of course, accommodate that.

Grant only probate

Grant only probate is where we deal with the legal formalities of obtaining the grant of probate, leaving you to handle all the administrative work. We take care of the application for the grant of probate but it requires you to notify all banks, building societies and other organisations of the death and to obtain account balances or values for the deceased’s assets (and for any accounts or assets in the joint names of the deceased and another) as at the date of death.

Once this information is provided to us we will prepare all the papers, advise about any Inheritance Tax issues and make the application for the grant of probate.

After the grant of probate has been issued, you will take responsibility for the collection and distribution of the estate. We will, of course be available to provide additional assistance if required. This could range from finalising the administration of the estate to advising about specific matters such as the meaning and effect of the Will, tax issues, the preparation of estate accounts and inheritance tax and financial planning for the beneficiaries.

We can also provide our grant only service where the deceased left no will and the beneficiaries need to apply for a grant of letters of administration of the estate.

Unsure about what probate involves – read more about the key stages of probate here

Dedicated tax, property and disputes expertise

Our dedicated probate team works closely with Rix & Kay’s other specialist teams, allowing us to provide a seamless service in other key areas including: