Relationships built on trust

+01925 859 622

01925 859 622

  • 09:00 - 17:00

    Monday to Friday

  • Unit 7, Olympic Park

    Warrington, Cheshire, WA2 0YL

  • 09:00 - 17:00

    Monday to Friday

  • Unit 7, Olympic Park

    Warrington, Cheshire, WA2 0YL

Probate Service

Contact Us

We are here to help. Get in touch to learn more about our services.

  • Office Address

Unit 7, Olympic Park, Olympic Way, Warrington, Cheshire, WA2 0YL

  • Opening Times

Monday – Friday: 09:00 – 17:00
Saturday – Sunday: Closed

  • Contact Number

Landline: 01925 859 622

  • Email Address

TrustDocs Training

At TrustDocs, we believe that our clients deserve the best possible service.

LIFETIME TRUSTS

Probate Service

At TrustDocs, we understand the complexity of the probate process and are here to save you time and resources by handling it on your behalf accurately and efficiently.

We understand that every estate is unique, and we work closely with you to ensure that each probate is customised to meet the specific needs of your clients.

Our in-house team will validate Wills, calculate assets, pay off outstanding debts and taxes, and distribute assets to beneficiaries.

How can we help?

The consultant refers the case to us, and we will speak with the client and organise the probate process with them from initial contact to completion.

Our standard fee is 1.75% of the estate. We also have a fixed-price probate offer. Either of these will give you a referral fee of 0.5% of the net fee.

CONTACT US

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FAQS

Frequently Asked Questions

How long will the process take?

Time scales can vary greatly depending in the size of the estate in question. This, in combination with a backlog of cases and claims with various third parties, can mean that the process will take up to 6-8 months. However, this is just a guide line and cannot be entirely established until the size of the estate is taken into account.

How can TrustDocs help you with probate proceedings?

Our time will guide you on the process and outline the necessary information; including gathering the necessary information on the client and the notification of their passing, the application for the Grant of Probate, dealing with government bodies such as the HMRC and HMLR and distributing the deceased’s estate to their chosen Beneficiaries.

What exactly is a Grant of Probate?

If the deceased leaves a Will, this process would outline what should happen to their estate. The executors would need to apply for a Grant of Probate which would give them the legal right to administrator the estate in alliance with the clients wishes; e.g. being able to sell a property left by the deceased. If there is no Will left or the document is in some way invalid, then an administrator would then be in charge of distributing the estate, this is normally the next of kin. They would apply for what is known as a ‘Grant of Representation’, otherwise known as ‘Letters of Administration’. This serves some purpose as a Grant of Probate.