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Probate: Do it yourself

There is no reason why you should not undertake the obtaining of probate and winding up of the estate without involving a professional unless the estate is complicated by one or more of the factors listed below. If you decide to do-it-yourself, we will provide a comprehensive guide with pro-forma letters (all free of charge) and on-going support (to be chargeable on a basis we can agree). Simply contact us, by telephone or email, to discuss the details.

It is advisable to consult a professional in the following circumstances:

  • The Will cannot be found
  • The Will is not valid
  • The Will is likely to be contested
  • The beneficiaries cannot be located
  • The terms of the Will are not clear
  • The estate is subject to inheritance tax
  • The deceased was married, but left no Will and the final value of the estate is over the inheritance threshold, currently £325,000
  • There is no Will, the value of the estate is over £250,000 and there is a spouse or civil partner with children / There is no Will, the value of the estate is over £450,000 and there is a spouse or civil partner with no children (£200,000 for deaths before 1st February 2009)
  • Part of the estate will be passed to children under the age of 18, whether there is a Will or not
  • The deceased has left money or property in trust
  • The deceased owned a business or was a partner in a business
  • The deceased owned land or property that has an unregistered title
  • The deceased owned land or property abroad
  • Someone is due to benefit from a life interest in the estate
  • If the deceased inherited from another estate within the last two years
  • The estate is insolvent
  • The deceased is involved in any court proceedings
  • The estate belonged to a widow or widower and may be liable to inheritance tax, as some of the previously deceased spouse’s unused tax allowance may be used