Probate Services

Probate is the word commonly used to describe the legal process of dividing up the estate of someone who has passed away. Our probate lawyers understand that the loss of a loved one is a difficult and sensitive time, so we always aim to make the probate process as straightforward and hassle free as possible. Our dedicated team of probate solicitors have years of experience and we offer a free initial 30 minute consultation at either our Cardiff or Newport office.

The probate process usually involves the following:

1. Checking to see if a Will exists
2. Establishing who the Executor/Administrator of the estate is
3. Understanding and applying the terms of the Will or the intestacy rules
4. Finding out the financial affairs of the person who passed away
5. Calculating whether there is any tax to pay
6. Completing forms for HMRC
7. Making a statement of truth and submitting this to the District Probate Registry
8. Paying inheritance tax (where applicable)

Following the issue of the Grant of Representation (which could be a Grant of Probate or a Grant of Letters of Administration), the Personal Representative(s) named on the Grant of Representation are entitled to receive the assets on behalf of the estate.

Some organisations will transfer assets to Personal Representatives without asking for a Grant of Representation. Some or all of the assets may need to be sold. All testamentary expenses and debts of the estate should be paid before the estate is fully distributed to the beneficiaries. Estate accounts should also be prepared. The estate accounts will help the calculation of any income tax and/or capital gains tax that may be payable by the estate as well as setting out how the distributions are calculated.

We understand that each individual situation is different, so let us know how we can help you today. Click here to contact us directly and find out more about our probate services.