Probate Services
Probate services for clients in Staffordshire, Cheshire and surrounding areas
Estate Planning
Probate Services
Marshall & Co is authorised by the Institute of Chartered Accountants in England and Wales to offer probate and estate administration services to members of the public. As such, we are best placed to help you take care of your probate administration and estate administration needs.
Estate Planning
Probate and Estate Administration Services
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What Is Probate and When Is It required?
What is Probate and when is it required? Probate is the legal and financial process of dealing with the property, money and possessions of a person who has died.
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Our Grant of Probate Application Service
If the estate you are dealing with is fairly straightforward, you may just want help in applying for the Grant of Probate itself, leaving you to then deal with the administration of the estate once the Grant is received. We can handle this for you, charging a fixed fee, agreed in advance and only payable once you start to receive in monies from the estate.
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Our Complete Probate Service
We can take full responsibility for obtaining the Grant of Probate and dealing with all the legal, tax, property and estate administration work, all for an agreed fixed fee, payable from the estate, with no upfront costs. Once we have provided you with a written quote for the work, that price won’t change unless the original information is found to be incorrect or incomplete.
Probate Services
How can we help you with probate?
At Marshall & Co, we understand that navigating probate can be daunting, but our probate services aim to ease the burden during this challenging time.
We offer comprehensive assistance in managing the legal and financial complexities of probate, ensuring a smooth and efficient process. Our expert team provides guidance on everything from gathering and valuing assets to filing the necessary paperwork with HMRC and the Probate Registry to obtain the Grant of Probate. With our support, you can confidently navigate the probate process whilst honouring your loved one's wishes and ensuring an ordered distribution of assets.
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Probate is the legal process of administering a deceased person's estate, ensuring their debts are paid and assets are distributed according to their will. It's typically necessary when the deceased owned assets solely in their name.
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The duration of probate varies depending on factors such as the complexity of the estate, any disputes that arise etc. On average, probate can take anywhere from several months to a few years to complete.
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Not necessarily. Small estates with limited assets may qualify for simplified probate procedures or even avoid probate altogether. Assets held jointly with rights of survivorship, assets with designated beneficiaries (like life insurance policies or retirement accounts), and assets held in trusts typically bypass probate.
Estate Planning Services
Bereavement Support Services.
When someone dies, there are certain practical things that have to be done, but these tasks come at what is an incredibly difficult time when we are most vulnerable and feel least able to cope. At Marshall & Co, we can help you deal with what needs to be done and we offer as much or as little help as you feel you need, assisting with just one or two things or managing the whole process for you.
You can find all the really useful information you need at www.gov.uk Death & Bereavement and also at www.ageuk.org.uk where there are step by step guides and leaflets to assist you – we also keep a stock of these in our offices. Once you have got to grips with what needs to be done, we are here to support you as much as you feel you need.