Wills, Trusts & Probate

Services for You

Our experienced team is on hand to provide you and your family with peace of mind, offering expert, tailor-made advice when you need it most. From assisting you with decision-making to ensuring your affairs are in order, our team are ready to help. Our services span West Sussex and Hampshire, with offices in Chichester, Bognor Regis and Worthing, Littlehampton and Portsmouth, and we can arrange home visits if required.

Our Private Client Team can advise you on the following:

Wills, Trusts and Estate Planning

Some of the most important and impactful decisions our clients make involve transferring and managing wealth between generations. Our specialist Wills and Estates Team will help you to optimise your estate, enabling you to protect your wealth for the future, provide for your loved ones and minimise tax.

Additionally, our team of experts can assist you in setting up and administering trusts to give you peace of mind and assurance that your family are secure and your assets are protected.

Lasting Powers of Attorney

There are two types of Lasting Power of Attorney:
Property and Financial Affairs and Health and Welfare.

Our team can assist with the preparation and registration of both.

Having valid Lasting Powers of Attorney means having confidence. If you cannot manage your affairs, the people you have appointed in your Lasting Powers of Attorney will know exactly what to do when managing your affairs on your behalf.

Doing this now can protect you and your loved ones from financial and emotional distress further down the line. And it ensures that, as a vulnerable person, you can trust implicitly that your affairs will be handled correctly and quickly.

Deputyship Applications

Suppose an individual cannot make decisions concerning their financial affairs, health or personal welfare. In that case, unless they have made valid Lasting Powers of Attorney, someone will need to be appointed by the Court of Protection to make decisions on their behalf.

This person is known as a “Deputy”. The Deputy’s role is to make decisions on a vulnerable person’s behalf, acting in their best interests.

Our knowledgeable team can expertly guide you through the application process, ensuring it progresses as smoothly and quickly as possible.

Our team also have extensive experience acting as a Deputy for individuals who have lost the mental capacity to manage their financial affairs.

Probate and Estate Administration

When someone dies, this can bring up a lot of difficulty and emotion. However, our team can assist you through the process with the compassion and sympathy needed during these challenging times.

Upon death, an Executor or Personal Representative must administer the deceased’s estate to ensure, at the very least, all their liabilities are paid and their assets are collected and distributed to their beneficiaries. A Grant of Probate is often required to formalise the appointment of an Executor or Personal Representative.

Some estates, however, can be handled without needing a Grant of Probate. A member of our experienced team can advise whether or not this is a requirement.

Our team can help with as much or as little of the process as possible. We can simply get a Grant of Probate for you, or you can pass all your Executor duties on to us.

We can advise on estate administration if someone close to you has died without a Will. Where appropriate, we can also advise whether a Deed of Variation might benefit the deceased’s Will, redirect gifts made under the Will, or use exemptions to reduce any potential Inheritance Tax liability.

Managing the Financial Affairs of the Vulnerable or Elderly

We have a dedicated team who can act on your behalf if you can’t manage your financial affairs or on behalf of a family member if required.

Disputed Wills and Contentious Probate

We understand how difficult it can be when the terms of the deceased’s Will are not as expected or when disagreements arise between those inheriting and those in charge of administering the estate or looking after the various assets.

Our litigation team can help with issues such as:

  • Contesting a Will
  • Making an Inheritance Act claim if you feel you have not been included in the Will or have not received a reasonable amount
  • Disputes over how the estate is administered

We can also assist if you are an executor or beneficiary facing a challenge to a Will.

If you would like to contact one of our Wills, Trust & Probate team directly, please see their details below or click on the Contact Us button.

Alan Wheatley – [email protected] – Solicitor qualified in 2001

Amber Bettles-Hall – [email protected]

Andrew Boxall – [email protected]

Andrew Robinson – [email protected] – Solicitor qualified in 1983

Caroline Wood-Roe – [email protected] – Solicitor qualified in 2005

Dorlee Monschau – [email protected] – Solicitor qualified in 1997

Hilary Calvert – [email protected]

Mark Baines – [email protected] – Paralegal with over 35 years experience

Robin Townsend – [email protected] – Solicitor qualified in 1980

Zovie Saw – [email protected] – Solicitor qualified in 2023

Applying for the grant, collecting and distributing the assets

We anticipate this will take between 12 and 20 hours work at £275.00 per hour plus VAT at 20%. Total costs estimated at -£3,300-£5,500.00 (+VAT at 20%).

The exact cost will depend on the individual circumstances of the matter. For example, if there is one beneficiary and no property, costs will be at the lower end of the range. If there are multiple beneficiaries, a property and multiple bank accounts, costs will be at the higher end.

We will handle the full process for you. This quote is for estates where:

  • There is a valid will
  • The deceased is resident and domiciled in the UK
  • There is no more than one property, wholly or jointly owned by the deceased
  • There are no more than 3 bank or building society accounts
  • There are no other intangible assets (such as investments or shareholdings)
  • There are 1-3 beneficiaries
  • There are no disputes between beneficiaries on division of assets. If disputes arise this is likely to lead to an increase in costs
  • There is no inheritance tax payable and the executors do not need to submit a full account to HMRC
  • There are no claims made against the estate

Disbursements included in this fee (where applicable VAT is included at 20%):

  • Probate application fee of £273.00
  • £5 Swearing of the oath plus £2.00 for each exhibit (per executor).This disbursement is not subject to VAT
  • Bankruptcy-only Land Charges Department searches (£2.40 per beneficiary)
  • £109.20 Post in The London Gazette – Protects against unexpected claims from unknown creditors.
  • £186.29 Post in a Local Newspaper – This also helps to protect against unexpected claims.

Disbursements are costs related to your matter that are payable to third parties, such as court fees. We handle the payment of the disbursements on your behalf to ensure a smoother process.

Potential additional costs

  • If there is no will or the estate consists of any share holdings (stocks and bonds) there is likely to be additional costs that could range significantly depending on the estate and how it is to be dealt with. We can give you a more accurate quote once we have more information.
  • If any additional copies of the grant are required, they will cost £1.50(1 per asset usually).
  • Dealing with the sale or transfer of any property in the estate is not included.

How long will this take?

On average, estates that fall within this range are dealt with within 6-9 months. Currently, the Probate Registry is stating that it will take 16 weeks to process the application for the Grant of Probate and will only dealt with calls or correspondence chasing for an update after this period has lapsed. Collecting assets then follows, which can take between 1-2 months. Once this has been done, we can distribute the assets, which normally takes 1-2 weeks.

Example template (fixed fee)

Probate

We can help you through this difficult process by obtaining the Grant of Probate on your behalf.

How much does this service cost?

TOTAL: fixed fee of £3,600.00 (incl. VAT).

This fixed fee is for estates where: –

  • here is a valid will
  • The deceased is resident and domiciled in the UK
  • There is no more than one property, wholly or jointly owned by the deceased
  • There are no more than 3 bank or building society accounts
  • There are no other intangible assets (such as investments or shareholdings)
  • There are 1-3 beneficiaries
  • There are no disputes between beneficiaries on division of assets. If disputes arise this is likely to lead to an increase in costs
  • There is no inheritance tax payable and the executors do not need to submit a full account to HMRC
  • There are no claims made against the estate

Breakdown of costs:

Legal fees £3,000.00

VAT on legal fees £600.00

Disbursements (£4,196.69 in total including VAT at 20% where applicable):

  • Probate court fee of £273.00. This disbursement is not subject to VAT
  • £5 Swearing of the oath plus £2.00 for each exhibit (per executor). This disbursement is not subject to VAT
  • Bankruptcy-only Land Charges Department searches (£2.40 per beneficiary). This disbursement is inclusive of VAT
  • £109.20 Post in The London Gazette – Protects against unexpected claims from unknown creditors. This disbursement is inclusive of VAT
  • £186.29 Post in a Local Newspaper – This also helps to protect against unexpected claims. This disbursement is inclusive of VAT

Disbursements are costs related to your matter that are payable to third parties, such as court fees. We handle the payment of the disbursements on your behalf to ensure a smoother process.

As part of our fixed fee we will:

  • Provide you with a dedicated and experienced probate solicitor to work on your matter
  • Identify the legally appointed executors or administrators and beneficiaries
  • Accurately identify the type of Probate application you will require
  • Obtain the relevant documents required to make the application
  • Complete the Probate Application and the relevant HMRC forms
  • Draft a legal oath for you to swear
  • Make the application to the Probate Court on your behalf
  • Obtain the Probate and securely send two copies to you
  • Collect and distribute all assets in the estate
  • On average, estates that fall within this range are dealt with within 6-9 months. Currently, the Probate Registry is stating that it will take 16 weeks to process the application for the Grant of Probate and will only dealt with calls or correspondence chasing for an update after this period has lapsed. Collecting assets then follows, which can take between 1-2 months. Once this has been done, we can distribute the assets, which normally takes 1-2 weeks.

The Probate Team has more than 150 years combined experience.

Caroline Wood-Roe qualified in 2005 and has over 18 years’ experience.

All work is supervised by Caroline Wood-Roe and Dorlee Monschau.

What Our Clients Say

You and Wannops have been a pleasure to deal with, and I would not hesitate to return should other matters need to be addressed.

I would like to congratulate you on the diligent and efficient manner in which you fulfilled B’s wishes. As a diligent and efficient person herself, she would have been very pleased.

I am grateful for the careful and detailed way in which you have looked after my late father’s affairs and guided me through the probate for the estate.

We have all been very pleased with the service at Wannops. Coming to my mother’s home has enabled clarity, trust and expedition of the arrangements. On behalf of my mother and siblings, thank you all (including your very good Reception staff) very much.

Thank you for your impeccable and patient work in bringing the administration of the estate to a satisfactory conclusion and for your help and advice to the Executors throughout. Given the extreme complexity, we could not have done it without you.

May I thank you very much for the highly professional manner in which all these matters have been handled? I was always confident that you were on top of the work, providing good advice and taking a pragmatic view where necessary.

I wanted to thank you very much for your hard work in helping to complete my late father’s estate. I have very much appreciated your help, and I’m sure my father would have wished me to thank you on his behalf.

Please accept my personal thanks for your help, understanding and efficient manner when dealing with my aunt’s estate. I know my brothers also appreciate the smooth way everything went. You made the whole process so easy for us all.

Rupi Adams was calm, kind and considerate. Rupi gave excellent professional advice and always took into account any specific needs we had. She handled the matter very well, never once creating stress in a situation that could have been an anxious time.

Get in Touch

 Are you seeking help and advice on wills, trusts and probate issues?

 Whatever your question, get in touch with us, and we’ll get back to you as soon as possible.