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Probate Services and Will Writing
If you don’t have a will when you pass away, it can make things more difficult for those you leave behind. Wellden Turnbull is a specialist probate accountant, providing probate services and will writing.
You might assume that how your estate should be divided is obvious, but without a will to specify your intentions your estate may not be distributed as you would have intended. Additionally, there can be increased administration costs to your estate and there can be further tax implications for your loved ones.
Probate is the process of gathering a deceased person’s estate, paying any tax and debts and distributing the balance to the beneficiaries in accordance with the will, any codicils, and letters of wishes.
In general, this is left to the family of the deceased person, however, it is always advisable to get professional help with this complex and sometimes overwhelming duty.
Why choose Wellden Turnbull?
At Wellden Turnbull, we always gain an in-depth knowledge of our client’s financial affairs – including matters around succession. Our team is experienced in all areas of personal finance, putting us in a great position to help you with probate issues.
Dealing with probate on death is a natural extension to our services, as a client’s financial information will be readily available. We develop close relationships with our clients as we deal with annual compliance and ad hoc advisory matters.
With can help with:
- Will writing as part of our consideration of your overall taxation and financial affairs
- Applying for probate
- Acting as an executor
- Assisting executors
- Providing help with identifying the assets and liabilities of an estate
- Dealing with all administration regarding the estate (including all tax returns)
- Preparing the inheritance tax return including claiming all reliefs that the estate is entitled to
- Completing form PA1 (probate application form)
- Distributing the estate
- Preparing the estate accounts
Our fees are based on a time basis and will reflect the complexity involved. No two estates are alike and the value and complexity of the estate needs to be assessed before a fee estimate can be provided.
We charge on an hourly basis. As an approximate guide, our average fee for probate work is currently between £3,000 and £5,000 per case.
Please get in contact with us if you have a case which you would like to discuss.
Will writing in London and Surrey
A will sets out exactly what you want to happen after you pass away or can no longer make decisions due to illness. It might seem to you that what you want is obvious – such as for your assets to pass to your spouse or children, but without a will stating this clearly, there is no guarantee that what you imagine to happen will occur. Your will is a legal document that must be followed.
At Wellden Turnbull, we can provide you with will writing services to ensure that you have everything in order.
If you would like to learn more about how we could help you with will writing or probate services, get in contact with the team at Wellden Turnbull today.