Pre-paid Probate

pre-paid probate
Plan ahead with pre-paid probate

Plan ahead to protect your loved ones from the time consuming, costly and stressful process of probate when you’ve gone

  • Pay a fixed fee at today’s price
  • Get your affairs in order in advance
  • Leave more inheritance to your beneficiaries

Probate costs at the time of need are typically around 5% of the value of your estate. By planning ahead now you can make huge savings with our fixed price plan and save your executors the expense and worry

pre-paid probate


pre-paid probate pixel
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What our Probate plan includes

  • A Secure Legacy Will
  • Identifying gathering & valuing all of your assets
  • Preparing all documentation, applying & obtaining the grant of representation from the probate registry
  • Dealing with HM Revenue & Customs. Completing Income Tax, Inheritance Tax & Capital Gains Tax forms and correcting where required
  • Identifying any tax reliefs or exemptions to the estate and calculating the tax owed
  • Liaising with financial institutions, beneficiaries of the estate and any appropriate organisations throughout the process

Plan ahead now to protect the things you've worked hard for

Find out how you can secure your legacy by booking an appointment with a local consultant or simply ask us a question. Call free on:0800 040 7191