Getting Probate in Liverpool

When someone is left with the job of applying for Probate, it can present itself as a rather daunting task, especially if they are not familiar with what happens during the Probate process.

If you are appointed as one of the Executors of a Will then it is usual practice for you and the Executors to put the wheels in motion and obtain the Grant of Probate.

All Executors must apply for Probate

All the Executors named in the Will must apply for Probate jointly. If one party does not wish to then they must sign a Deed of Renunciation renouncing their right to act as an Executor.

Finding a Solicitor in Liverpool to assist with applying for Probate

The Probate process involves several steps and can be undertaken personally or with the help of a solicitor or lawyer.  Click here to find a solicitor in Liverpool to assist you with applying for probate. The Law Society also provide a list of solicitors who practice Wills and Probate which you can view by clicking here.

Main Steps when applying for Probate in Liverpool

The main steps are as follows:

• Obtain the death certificate
• Notify utility companies, banks, etc., of the death
• Find a Solicitor (or, this can be done immediately, if preferred)
• Collate documents to take to the initial appointment with your solicitor
• Collate all other documents your solicitor will have requested during the first meeting,e.g. those relating to assets owned by the deceased before they passed away.
• Notify the solicitor of the companies that have not been notified of the death so they can be written to
• Go through H M Revenue and Customs tax return with the solicitor and the relevant Oath.
• Sign the above tax forms and Oath along with the other executors

Your solicitor will then apply for Grant of Probate

Once Probate has been obtained, your solicitor will start to deal with the assets, and finalise the Estate.

Paying Tax on the Estate

As an Executor who has the responsibility of dealing with the Estate, it is important to be aware that any Inheritance Tax on the Estate must be paid within 6 months of the date of death, failing which, interest will be payable. If land or property is involved, it is possible to pay IHT in annual instalments.

Personal Application

You can apply for Probate personally in which case it must be done directly at the Liverpool Probate Registry office. You will need to make an appointment with them in order to do this.

Solicitor's Fees for Probate in Liverpool

Fees for Probate will depend on the Solicitor in Liverpool you have instructed. Some firms will charge a percentage of the value of the Estate as their fee while others may charge an hourly rate which means you will be uncertain as to what the final legal costs will be. If the Estate is complicated then you should expect to be charged more since additional work will be involved, eg, where there are a vast number of assets, missing beneficiaries or where there are assets abroad.