Probate

Find peace of mind knowing that your loved one’s estate is in capable hands. Our team of experienced probate specialists is committed to providing you with the support and expertise you need to navigate probate efficiently and effectively. 

We’re here for you

Losing a loved one can be an emotional time. For those coming to terms with the death of a spouse or family member, it is important you have a professional that can provide compassionate and considered assistance with the Administration and Probate of their estate.

We help you to understand the process and provide expertise to deal with the practicalities and are on hand to make sure that any complications arising from the death can be dealt with, whether or not the individual left a will. 

We can also advise on inheritance tax and how to minimise liability with use of IHT exemptions and reliefs.

Reliable and stress-free support

Our Probate team can assist you to apply for the Grant of Probate to enable you to administer the Estate and handle any paperwork that comes in from HMRC, collect any assets, oversee liability payment and help to prepare the Estate’s accounts for their distribution to beneficiaries.

Whether your loved one’s personal and financial affairs are straightforward or complex, At Jermyn Taylor our professional and compassionate team can assist with all aspects of their estate administration. We will arrange an initial face-to-face consultation at a time and location that suits you; either in your own home, at our offices, or on a video call.

Frequently Asked Questions

  • What is probate?

Probate is the legal process involved in dealing with the estate of someone who has died. It involves various steps, including gaining control of the estate, paying any Inheritance Tax (IHT) due on the estate and distributing the assets in the estate according to the Will (or the rules of intestacy where there is no Will).

The person in charge of probate is known as the Executor (where there was a Will) or the Administrator (where there was no Will).

  • What happens if the person who died didn’t leave a Will?

If your loved one passed away without leaving a legally valid Will, their wishes will not be formally documented. In this instance, the Rules of Intestacy must apply, with the law deciding who gets what. We can apply for a Grant of Letters of Administration to secure the legal authority to deal with your loved one’s estate.

  • Do I know if Probate is necessary?

Even if your loved one left a Will, many estates are still required to go through Probate. The purpose of a Will is to ensure your loved one’s wishes regarding the inheritance of their estate are carried through. However, a Grant of Probate is a necessary legal document which enables ownership of the assets to be formally transferred from the deceased to the Executors, before being distributed accordingly.

  • How long does probate take?

In many cases, probate can be completed in around 6-9 months, but it can take significantly longer depending on the circumstances. Various factors will affect how long probate takes, including how complicated the estate is, whether there is any property that needs to be sold and any other specific issues that need to be dealt with.

Speak to our team

Not sure what you need or perhaps you need advice in what might be an extremely challenging time? Reach out to our friendly team for peace of mind and advice on the next steps.