Probate & Estate Administration

Probate & Estate Administration – how we can help you at a distressing time

If you need help now because someone close to you has passed away, WITH OR WITHOUT A WILL, we offer a cost-effective personal estate administration service at an agreed fixed fee and, not the never ending hourly rate and high percentage fee costs, that a large number of banks and high street solicitors seem to prefer. Navigating your way through the system can be confusing, complicated and time consuming. Let our team help you and take the worry and anxiety away at a very difficult time.

At Portcullis Legals, we provide a bespoke, caring and personalised estate administration service designed to relieve the stress and worry involved with settling your loved one’s affairs.

‘Probate’ is quite simply the process of proving a Will and everything that is involved in sorting out the assets and liabilities of someone when they die. Where there is a Will, then the executors are responsible for this, but if the person dies without a Will (i.e.intestate) then the law sets out who is able to apply to administer the estate. We provide an estate administration service.

Sometimes this process is straightforward and there are even some cases where a ‘Grant of Probate’ is not needed, for instance where assets pass automatically to a surviving joint owner.

However, the administration of a deceased’s estate is a significant task for which the executors are personally liable. It has many different aspects and there are a number of pitfalls, that the average person will not be aware of.

We understand how difficult this can be at a very distressing time for everyone involved and that is why, at Portcullis Legals, we provide a professional and understanding service.

Is a Grant of Probate needed?

In most instances, a Grant of Probate will be required to release funds from the estate but in many cases, it may not be needed and we can advise you upon that. Where financial institutions such as banks and building societies decide to pay out monies from the estate without the need for a Grant of Probate, if the assets exceed £5,0000 including half of jointly held assets, then a Grant of Probate should be obtained.

According to HMRC during the 2017/2018 tax year over £5.228 BILLION was collected in inheritance tax, which was a significant increase of 8% on the previous year. This means more estates are falling into inheritance tax payments and when applying for a Grant of Probate, these forms have to be completed accurately and truthfully. This is all part of the estate administration that we provide at Portcullis Legals.

We are on your side

Estate Administration can be a lengthy process but we can help you as much or as little as you wish. All you need to do is call us on 01752 401 401, complete our Free Online Enquiry or email us on enquiries@portcullislegals.co.uk.

Andy Kebby
Andy Kebby
18:19 18 Sep 19
My wife and I got brand new Wills and it was so easy, the process from start to finish was pitched so well. Nick who saw us was professional and he discussed everything thoroughly so we were aware of every option available to us. I highly recommend Trevor and his team.read more
Becky Candler
Becky Candler
19:20 15 Sep 19
Straight forward process, paperwork prepared at short notice, cannot fault customer service. Many thanks to Nick.
Steve Molloy
Steve Molloy
16:22 04 Sep 19
Myself and my partner have just made our first wills with Trevor at Portcullis. He made the whole thing very easy and straight forward, in a relaxed and friendly manner. Nice friendly, welcoming and professional service.read more
Tracy Tracy
Tracy Tracy
06:57 30 Aug 19
We cannot thank Trevor & the team at Portcullis enough for the outstanding professional & friendly service provided recently. Excellent customer care which we will recommend to everyone.read more
Alex King
Alex King
14:07 28 Aug 19
Excellent advise and speedy service in terms of getting the will process done and also great support and advice of whom to talk to on other legal matters after a rather torrid time. The team were considerate and effective and not only provide good service but good coffee too!read more
Linda baker
Linda baker
21:09 23 Aug 19
Just a good experience all round ,we were so comfy with all our questions being fully explained ,from our first contact to the completion of all the required paperwork . Trevor and his team are so nice ,,,can very confidently recommend them .....read more
Roger Baker
Roger Baker
21:02 23 Aug 19
We are so,so impressed with the excellent standard of comprehensive service from Trevor, he has far exceeded our expectations and we feel so grateful to have all our requirements put together,, huge thanks Trevor.read more
Deborah Ward
Deborah Ward
16:23 04 Aug 19
I have had a new Will done and the price was very good ,the staff friendly and helpful and Trevor was very friendly too . I would highly rate themread more
ian williams
ian williams
08:52 01 Jul 19
My wife and myself saw Nick to set up wills - he was extremely helpful and knowledgeable - would thoroughly recommend. Down to earth with a sense of humour is always helpful in these situationsread more
Sarah Brown
Sarah Brown
08:18 12 Jun 19
Sorting our Wills had been something that my partner and I had discussed for a while, but always kept putting it off. From the moment our enquiry was dealt with over the telephone, until the day we went in and signed our wills, the team at Portcullis were professional, explained everything in full (in simple terms) and their friendly approach makes the whole process extremely easy.read more
Phil Walsh
Phil Walsh
08:55 13 May 19
My wife and I asked Portcullis to help us write our wills and we were very pleased we did. Appointments were made promptly, everyone had plenty of time for us, everything was explained in terms we could understand and we were encouraged to take time to reflect on any important issue. This was old-fashioned courtesy and friendly service at its bestread more
John Sutherland
John Sutherland
09:44 10 May 19
As they were forces friendly, I approached Portcullis Legals to write a will and finished up with a will, a power of attorney and a trust. Everybody was most helpful and Nick explained everything without any rush and has continued to be a help since and all for a very reasonable price. I would certainly recommend them to my friends and colleagues. Thank you.read more
Kev Bickford
Kev Bickford
14:31 08 Mar 19
I asked Trevor and his team to assist me with the writing of my will. I found them to be thoroughly professional and very helpful and understanding of my needs. I would not hesitate in recommending their services to anyone. Thank youread more
Barbara Cock
Barbara Cock
16:37 10 Jan 19
We found Trevor so easy to deal with. He listened to everything we were concerned about and it was sorted with absolutely no problem. We have no hesitation in recommending Portcullis to anyone looking to get their family finances in order.read more
Charles Eatwell
Charles Eatwell
11:51 07 Jan 19
My wife and I plus had some legal work done by the team. The cost was lower than my local solicitor the process straightforward without any fuss. I would recommend them for providing a quality serviceread more
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Why Choose Us?

  • We are specialists in estate planning.
  • Over 30 years of expertise in Powers of Attorney, Tax Planning, Trusts and Wills.
  • Multi award winning business.
Awards

What clients say

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We met Trevor and the team and found their service to our needs second to none. We would recommend anyone to contact Portcullis Legals Ltd to help with their needs. We are not just saying this for the sack of saying it. We truly believe the Personnel service, and Professional help and advise given was second to none.

Mark Swift

November 8, 2018

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