Probate and Estate Management

Easterbrook Eaton Ltd can assist in all stages of Probate and Estate Management. We appreciate how difficult it can be when somebody passes away, and we aim to provide a professional and caring service to ease the burden of the probate and estate process.

Whilst we can deal with the whole process of Probate and Estate administration, we can also assist in specific areas, or do as little or as much as you wish in a tailored service.

We offer a range of fees, including fixed fees, and will provide a quote to you upon engagement if you so wish. We will also keep you up to date throughout on our fees and the process itself, in what can be a long process.

Our fees vary according to the service provided. For a simple estate, for say a deceased leaving their half share in a family home to a surviving spouse, with one or two bank accounts in joint names, where we are not administering the estate and merely assisting with the probate and inheritance tax forms, the fees could be as low as £600 plus VAT. Where there are multiple accounts, or multiple assets, business interest, multiple land and property transactions, or where we are asked to call in amounts and administer an estate account for the executors, the fee could be substantially more. For this reason, if an estate is complicated we will usually charge on a time costing basis, with hourly rates dependent on the staff involved and their level of experience and expertise, with the Director’s fees currently at a rate of £190+ VAT per hour (subject to annual change and confirmation of these amounts will be available upon engagement). The reason for this is that there might be some variance in how many hours are required to complete this assignment, for example agreeing valuations with HM Revenue and Customs, and therefore our fees on an hourly basis in this example would be reflective of the actual time involved. We will be able to provide an estimate at commencement in these circumstances to offer a guide on our likely fees for a complicated estate. Where our fees are likely to exceed an estimate, we will offer interim invoices and advance warning so that you are aware of the situation. Price transparency is something that we want to reassure our clients with at all times.

There are also likely to be disbursements that you will need to pay. Typically these are probate application fees of £215 and copies of the Probate forms at 50p each. We would usually advise clients to put a statutory notice in the newspapers for claims against the estate, which vary in price but are typically £150 plus VAT each for the London Gazette and the relevant local paper (Sidmouth Herald etc.).

We are Licensed by the Institute of Chartered Accountants in England & Wales to carry out the reserved legal activity of non-contentious probate in England and Wales.

Details of our probate accreditation can be viewed at www.icaew.com/probate under reference number C001002600.

Probate regulations can be accessed at www.icaew.com/regulations.

Download our probate factsheet

Diversity Policy and Results

Easterbrook Eaton Limited are committed to eliminating discrimination and promoting a workplace based on equality and diversity. This applies to dealings with staff at all levels, clients, other professionals and anyone for whom we have influence.

As part of our regulation with the ICAEW we have conducted a diversity questionnaire, in March 2021, the results of which can be found here:

Website Diversity Questionnaire Results