Probate & Deeds of Variation

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Losing a family member

Losing a family member or loved one will always be one of the saddest times in our lives. Unfortunately, it can be very stressful should certain steps not have been taken, or measures put in place. Probate or rather applying for probate takes place during this early phase of bereavement.

Deeds of Variation

As part of our probate service, our team can also offer you independent advice on the Will itself and may, under certain circumstances, recommend that a Deed of Variation be set up in order to vary the Will. This process would effectively ensure that the beneficiaries of the Will receive as much or little of their inheritance. Ultimately, they do not want to pay out large amounts of tax or miss out on entitlements. This process must be executed within two years of death and with agreement of all the beneficiaries.

Contesting the Will

As part of our service, our team can also offer you independent advice on the Will itself and if you were dependent on the deceased, may under certain circumstances, advise you to contest the Will.

PROBATE & DEEDS OF VARIATION FAQS

  • Probate is the legal process of distributing the assets once belonging to the deceased via a trusted executor to the beneficiaries.

  • Probate is required whenever the deceased owned property/s, isa’s, shares, bonds or has savings of a certain amount in their bank account/s (all specified individually by that bank/building society)

  • Depending upon the complexity of the estate, will depend upon how long Probate will take. It would be hopeful to complete the process within 8-12 months.

HOW IT WORKS

The Branch Process

Complete our enquiry form or send us an email or give us a call

Our estate planning team will be in touch to find out your situation

We will provide you with our fee quote to undertake your estate plan

Your estate planner will liaise with you to assess your estate and create your tailored plan

Our annual review will ensure your Estate Plan is up-to-date to reflect any changes you’ve made or any legal changes are reflected accordingly