See if you qualify

Your progress

15%

1 / 6

Progress

1/6

What is your full name?

What is your date of birth?

What is your Telephone Number?

What is your Email?

What is your Employment Status?

Any Existing Arrangements In Place?

What is a Probate Plan?

When you die most families normally use a solicitor to wind up and distribute your Estate. This is called Probate in England and Wales, and Confirmation in Scotland, it can be complex, time consuming and expensive. A Probate Plan means you fix this cost in advance and your family has peace of mind that Probate will be taken care of.

Any size of Estate could be subject to Probate

Usually done by bank or solicitor

Costs up to
5% + VAT of value of the Estate.

source: Ukcareguide.co.uk
(as per wills comments)

Costs more for complex estates

Simple, affordable and fixed fee

Why get a Probate Plan?

Probate can be stressful and difficult in a time of sadness especially if it’s a family member undertaking the process. They may be overwhelmed and worry about having the knowledge and time to do it. Our Pre-Paid Probate plans are simple and affordable.

Pre-Paid benefits

  • The cost is fixed so you know you won’t have increasing prices to worry about
  • No future costs for the services included in your plan so your family has nothing more to pay when you die
  • Stress free for your family and loved ones

What is included in your Pre-Paid Probate Plan:

Included

  • Identifying, valuing and managing your assets.
  • Preparing the necessary documentation for the application of probate.
  • Applying and obtaining the appropriate probate from the courts.
  • Ensuring accurate distribution of your estate.
  • Corresponding with HMRC to complete Income Tax, Inheritance Tax and Capital Gains Tax returns and making any necessary corrections that are required, including arranging for any Nil Rate Band Allowance to be transferred.
  • Identifying any relevant reliefs or exemptions to the estate before calculating any tax owed.
  • Liaising with the appropriate organisations, financial institutions and beneficiaries of the estate throughout the process.
  • Ensuring any debts and liabilities are paid from the estate.
  • Preparing the accounts and distributing the estate to the beneficiaries.
  • Dedicated probate lawyer.
  • Basic professional Will written by an IPW Will Writer.
  • Your fees are securely placed in an independent trust fund.

Please note, your Probate Plan may require your Estate and or beneficiaries to pay additional fees as disbursements or professional fees for services required outside of but essential to the completion of your Probate.

We use cookies to help our website function normally and to improve your experience. For more information. click here