Probate

We offer a range of services for families, beneficiaries and lay executors looking to administer an estate.

Probate

We offer a range of services for families, beneficiaries and lay executors looking to administer an estate.

Probate

We offer a range of services for families, beneficiaries and lay executors looking to administer an estate.

★★★★★

Five stars on Google reviews

Family run business

Affordable prices

Regulated estate planning

PROBATE

Services for families, beneficiaries and lay executors

When someone dies, there are many practical issues to manage, which are the responsibility and legal duty of the personal representatives. Once the death has been registered and copies of the death certificate have been obtained, we can assist with all aspects of the administration.

We offer a range of services for families, beneficiaries and lay executors looking to administer an estate. We know how daunting this process can seem and we are able to advise on your best course of action to obtain a grant of probate and distribute the assets/gifts.

Administering an estate can be a complicated process, involving HMRC, the UK Probate Court and often the Land Registry. If you would like to know more about what is involved, please call us.

Call: 020 8114 7111
Call: 020 8114 7111

We can assist with any or all of the following:

  • Arranging the funeral and settling the invoices from the estate
  • Whether there is a will or not, we can help applying for a grant of probate or letters of administration
  • If you need to apply for probate, we will deal with the Inland Revenue and the Probate Court and negotiate any payment of inheritance tax if necessary
  • Contacting all relevant organisations and persons

We can also help with:

  • Completing all HM Revenue and Customs forms and establish whether an inheritance tax payment is due
  • Arranging inheritance tax advances for estates with no funds available to make payment
  • Submitting all the probate forms to the Probate Registry
  • Arranging for the deceased’s property to be insured whilst it is vacant
  • Organising clearance of any unwanted items and a team of specialist tradesmen to make any minor repairs if required
  • Selling the property and arranging all conveyancing required

A typical probate estate will require an executor to contact:

  • Banks and building societies
  • Credit card companies
  • The local register office
  • Former/current employers
  • Pension companies
  • Investment and insurance companies
  • The Inland Revenue
  • Department for Work and Pensions
  • Gas, electric, water, telephone and internet companies
  • Post Office
  • Television Licensing Agency
  • DVLA
  • The Land Registry
  • The London Gazette
  • Beneficiaries mentioned in the will
  • Charities mentioned in the will

We can assist with any parts you are not sure of, or if you wish us to take on the job of administering the whole estate, we will be happy to help. Please call us on: 020 8114 7111.

Download our probate guide
Probate-related insurance

Executor Insurance Guide

The role of an executor or personal representative carries with it great responsibility. If anyone involved in administering an estate makes a mistake, it could create liabilities for all the executors, personal representatives and beneficiaries. These risks can usually be insured against via a range of probate insurance policies.

Our partner Insuristic has written an Executor Insurance Guide which may be useful for you. You can get a quote here.

Probate House Insurance

Executors are responsible for arranging suitable property insurance. If a claim would have been covered under an insurance policy but the insurance was either not in place or did not respond to a claim because of a breach of policy conditions, it will usually mean the executors have to put things right out of their own pocket. Particularly as the beneficiaries will seek to be reimbursed for any uninsured losses.

Our partner Insuristic has developed a product designed specifically for insuring unoccupied houses in probate. You can get a quote here.

Land Insurance

If a deceased person owned land in their name that wasn’t included in the property deeds for their home you should consider arranging land insurance.

A landowner has a duty of care to prevent injury to anyone on their land. This liability would pass to the estate during probate.

As such, the executors should insure the estate against the risk of third party claims from people who were injured or had their property damaged on the land.

You can get a quote or find out more here.

Section 27 Indemnity Insurance

A Section 27 Notice only provides protection to the executors if an unknown creditor makes a claim against the estate. In the absence of insurance, this debt could be left to the beneficiaries to settle.

Section 27 Insurance will respond if a claim from an unknown creditor is received after the estate is distributed. The insurance policy can be arranged with or without a Section 27 Notice and will cover any legal costs and award. This will give peace of mind to the beneficiaries, knowing if there is a claim, they have nothing further to pay.

You can get a quote here.

Early Distribution Insurance

Most beneficiaries would like to receive their inheritance as soon as possible. With Early Distribution Insurance you can distribute the estate during the 6-month waiting period. The policy protects executors, personal representatives and beneficiaries if a claim is made by an unknown dependent. Peace of mind for all involved.

You can find out more or get a quote from our partner Insuristic here.

Missing Will Insurance

If a newer will is found after the estate is distributed, it can lead to a costly legal process and redistribution of the estate. Missing Will Insurance enables the estate to be distributed and protects any future liabilities of the executors, personal representatives and beneficiaries. Beneficiaries can relax safe in the knowledge that if another will is discovered, they won’t need to repay any of their inheritance.

You can find out more or get a quote from our partner Insuristic here.

Missing Beneficiary Insurance

Allows the estate to be distributed without any future liability if a missing or unknown beneficiary comes forward to claim against the estate. It protects the liabilities of the executors, personal representatives and beneficiaries. The beneficiaries can relax safe in the knowledge that they won’t need to repay any of their inheritance if another beneficiary comes forward.

You can find out more or get a quote from our partner Insuristic here.

We may receive a commission if you purchase insurance through Insuristic after clicking one of the links above.

★★★★★

“Southeast Legacies handled my father’s probate from start to finish. We would recommend them to anyone who needs help at this difficult time.”

Adrian Morat (originally posted at Google reviews)

★★★★★

“Absolutely flawless service. Anthony and his team handled my father’s probate, and the redrafting of our wills, with utter professionalism. I cannot recommend them highly enough. If only all businesses operated to these standards.”

Carol Lambert (originally posted at Google reviews)