Dealing with an Estate is often challenging especially when you are also delaing with the loss of a loved one.

It can seem that there is endless paperwork, and difficult tax and legal paperwork to complete.

Traditional solicitors often charge high fees at hourly rate or set fees at a rate determined on the value of an estate.

Here at Wales Wills and Estates that goes against our ethos. We understand that dealing with a deceased estate is one of the more difficult challenges in life.

So, let us help you by:

Interpreting the Will so you understand clearly what it means
Advising executors and trustees in regard to their duties
Assist you with all the paperwork wqhen you apply for Probate of the Will
Assist you to deal with intestacy (where there is no Will)
Helping you to organise your information for estate tax returns

Our Fees

1. Grant Only -no inheritance tax

To keep legal fees down We often help people and a grant only basis. This means that we will meet with you and carry out a fact find of what is involved in the estate. We will advise you in the process and what steps to take, and we will help you to complete all of the necessary legal and tax paperwork to enable a grant of probate to be obtained.(This is on the basis that you are providing all the information)

We then leave it to you to deal with distributing the estate.

In most cases in straightforward estates where there is no inheritance tax to pay we can carry out the service for a fee of between £500  plus court fees of £215

In most cases we can carry out this work and assit you to be able to apply for probate within four weeks.

2. If there is Inheritance Tax to pay /full tax form is needed

If the estate is large and there is inheritance tax to pay, or where there is a full tax form required because assets are complicated (You are providing all the information) then we will assisit you  with all the tax forms for a fixed fee of £1000