When to seek help from a Probate specialist?

Although some people are able to manage the administration of a straightforward estate, there are often occasions where it’s prudent to seek professional guidance from a Probate Specialist. The Probate process can be arduous and stressful and mistakes made during the process can have consequences further down the line.

It’s advisable to use the services of a Probate Specialist where:

  • The person has a large estate and died intestate (without a Will).
  • The estate is large or complex – for example, where there is a lot of property, assets held in trust or abroad, or the person owned a business.
  • The estate is over the Inheritance Tax (IHT) threshold (currently set at £325,000) – the IHT rules can be complicated and mistakes can incur financial penalties.
  • There is a dispute over the assets – this could be over the validity of the Will itself or if there are dependents who were left out and want to make a claim for reasonable financial provision under the Inheritance (Provision for Family and Dependants) Act 1975.
  • There may be an issue with bankruptcy – either the estate is bankrupt or there are suspicions that this may be the case.
  • The named Executors have renounced their role or need to be removed and there are no suitable alternative Administrators.
  • The Executors or Administrators realise that the task is beyond their capability – many Executors are family members who may simply find the role too much to cope with on top of their bereavement.

 If you’d like to speak to someone about working together, please get in touch with the Laurelo team for an informal chat, on 0203 058 2329 or email info@laurelo.co.uk.

LAURELO PROBATE LATEST NEWS

Family Name: Phillips

Family Name: Phillips

Aug 18, 2024

Location: Cornwall Background: My wife of 43 years sadly passed away after a short but strong battle with illness. The time leading up to her death and coming to terms with this was a real struggle for both myself and my two daughters.  How Laurelo Helped: Most of the...

read more

Patrick and Phillipa Vickery (Executor)

"When you lose a parent it’s an emotionally challenging time. Finding people to genuinely help with the mountain of subsequent issues is not easy. We dealt with Laurelo who took care of our Probate. Communicative and easy to talk to, Laurelo took away a bunch of stress and handled a complex estate excellently. I have no doubt that his experience has saved my family a significant tax burden."

C Hardman (Executor)

"Well informed, helpful and efficient throughout the whole probate journey. I was particularly impressed by the speed of response when I had questions"

V Garner (Executor)

"Thank you for dealing with the probate so efficiently. I would not hesitate to recommend your services in the future."

J Jackson (Executor)

"It has been my absolute pleasure to have met Michael and for him to act on my behalf, a wonderful, professional,  caring person whose services I would recommend to anyone."

Peter Nash/Paula Cranmer (Executors)

"I would recommend Laurelo to anyone who needs good and sensible advice about the probate process at a very reasonable price."

A Wilson (Executor)

"I wouldn't hesitate in recommending Laurelo in what, at the outset felt like a daunting task, but in reality once explained to us and the burden of completing the forms taken away and completed by a professional the process was seamless."

Lorri Turner Senior Manager (Herongate Wood)

“I have always found Michael at Laurelo to be engaging, honest and supportive of the customers needs. The offer of a home visit to see clients within their own familiar surroundings further supports this. I have no difficulty in recommending their services."

G Perrett Will Protect Ltd & Executor

“Michael's professionalism and knowledge of every aspect of probate is only matched by his sensitivity and patience. He instinctively knows what to say and when to say it and I am so grateful to him for helping me navigate the most difficult period of my life so far safe in the knowledge that I could simply "park" this part of the process and leave it with him to "sort out"."

K Whittle (Executor)

“They provided a professional and emphatic approach and took all the stress away from dealing with probate. Filing the forms very promptly and the whole process was dealt with in just over a month. I would highly recommend and I again thank them for their help."

Mr. A Browne (Executor)

“The pricing point is good and in line with a few others, we found however for the service we received I do not think we could have put a price on it.

We would wholeheartedly recommend Michael and his team."

John F Smith (Executor)

“I was most satisfied with the service he provided, and his gentle and considerate manner was most comforting at a difficult time in my life."

Robert Evans (Executor)

“I just wanted to express my sincere thanks to Michael for the way in which he managed the probate arrangements at what was a very difficult time for myself and the family. Whilst always professional and efficient he was very sensitive and supportive - explaining things clearly and making the whole process (which was totally new to us) that much more straightforward. It took a load off our minds and he progressed things really quickly Thank you"

Here at Laurelo, we're committed to our clients and their path to probate

CONTACT US

Here at Laurelo, we're committed to our clients and their path to probate

CONTACT US