When a loved one passes away, we are here to help. Dealing with Probate or administering an estate can feel overwhelming during an emotional time. Our team provides clear, structured support to help you navigate every legal step - with minimal stress and maximum care.
Preparing Estate Accounts
Introduction
Losing a loved one is never easy, and dealing with probate can add extra strain during an already difficult time. Our specialist probate solicitors are here to ease the burden, guiding you through the legal and practical steps with empathy and expertise. Whether you’re dealing with a simple estate or complex inheritance matters, we’ll handle everything from applying for probate to distributing assets, keeping you informed and supported throughout. We offer clear fixed-fee probate services and help families across England and Wales navigate this process with sensitivity and confidence.
At Lyons Bowe, we offer three clear Grant of Probate options to suit your needs. Choose our Grant of Probate for straightforward applications, Grant of Probate with Inheritance Tax (IHT) for more complex estates, or our Full Estate Administration service where we handle everything from start to finish.
Perfect for straightforward probate and those who just need a helping hand in obtaining the grant of probate.
How it works
Complete the grant application forms
Liaise with the Probate Registry
Provide legal advice and support along
the way
*Prices exclude 20% VAT & Disbursements
Ideal for those who need additional help and support through obtaining the grant of probate.
Whats included?
Complete the inheritance tax forms and liaise with HMRC
Complete the grant application forms and liaise with the Probate Registry
Provide legal advice and support along
the way
*Prices exclude 20% VAT & Disbursements
Perfect for more complex estates that require a bit more heavy lifting and legal support.
Whats included?
Everything in our "Grant of Probate" plus...
Gathering in all assets & paying all liabilities
Distributing the estate in accordance with the will/intestacy rules
Preparing estate accounts
*Prices exclude 20% VAT & Disbursements
ID Check £24 inc VAT (per executor), Probate Court Fee £300 (if estate is worth over £5000), Certified Copy £1.50 (per copy of the Grant required)
Deed of Variation, Deed of Appointment, Inheritance Tax advice, Capital Gains Tax advice from £500 + 20% VAT and disbursements
Getting a Probate doesn’t have to be complicated or overwhelming. Our team is here to guide you through every step — with clarity, flexibility, and support — so you can protect the people and wishes that matter most.
Not every estate needs probate — it depends on the type and value of the assets involved. For example, banks may release funds without a Grant of Probate, depending on their internal policies. However, if property is part of the estate, probate is usually required.
We’ll help you by:
Understanding the total value of the estate is an essential part of the probate process. It involves calculating the value of all assets — like property, savings, and investments — and deducting any debts such as mortgages or credit cards.
We’ll help you by:
Once the estate has been valued, we’ll prepare and submit the probate application on your behalf, including any relevant tax forms. Depending on the complexity, this stage typically takes 1–3 months.
You can choose:
After the Grant of Probate has been issued, we can help you manage the estate administration. This process can take 3–9 months and includes paying debts, settling taxes, and distributing funds to the beneficiaries.
This stage may involve:
Our Wills solicitors are here to make preparing for the future simple, so that you can be at ease in the present and enjoy it with confidence.
Your legal future is deeply personal, and we understand that. That’s why we’ve developed a range of services tailored to your needs. Whether you prefer the convenience of making your Will over a video call between putting the laundry on and doing the school run, or would rather visit us face-to-face to talk about things over tea and biscuits, the choice is yours. We’re committed to giving you a service that suits your lifestyle, your way.
Our firm works in an integrated, seamless structure. This means that if you’re dealing with a loved one’s estate whilst you make or update your own Will, all of our departments will work together and rally around you to support you in every way we can.
Whether you’re working out what to do after the death of a loved one, or planning to secure your family’s future, our Wills & Probate Solicitors will help you to make informed choices in a safe, supportive environment.
Probate is the legal process of proving that a Will is valid (if there is one) and confirming who has the legal responsibility or authority to execute (carry out) the wishes in the Will of the person who has died.
Before the next of kin or executor of the Will can do anything with any of the assets (belongings) in the deceased’s Will, they may need to apply for a grant of probate first.
If someone has left a valid Will, the executor may need to apply for a grant of probate. If the person who died did not leave a Will, they may need to apply for a grant of letters of administration instead.
Both documents are applied for to give the named person the legal authority to deal with the estate of the deceased.
If the estate of the deceased is small (no property and savings of less than £5,000) it is not likely that probate will be needed. Legally, some assets and small amounts of money can be dealt with without probate. It’s important to note that some companies and financial bodies set their own regulations for probate so it’s worth getting in touch with them first to check whether probate is needed.
If you’re unsure, always check with a solicitor first. You can book a free 30 minute consultation with one of our expert solicitors to work out whether you might need probate here.
Choosing the right solicitor for your Will, LPA, Trust, or Probate needs is about more than just legal expertise - it is about finding a team you can trust to guide you through life's important moments with compassion, structure, and genuine support. At Lyons Bowe, we are proud to offer a Wills & Probate service that is built around real people, real futures, and real care.
Personal, Compassionate Service
We understand that planning for the future or managing the loss of a loved one can feel overwhelming. Our team takes the time to explain everything clearly, listen to your needs, and make the legal process as simple and supportive as possible.
Structured, Modern Approach
We have built a better way of delivering Wills & Probate services — combining structured workflows, smart digital tools, and clear next steps to keep everything on track and transparent.
Giving Back Through Every Will
Through our Lyons Bowe Charity Will Scheme, we help clients leave lasting legacies by supporting UK-registered charities - building a future that benefits not just families, but communities too.
Clear, Fair Fees
No surprises. We offer fixed-fee pricing wherever possible, and make sure you know exactly what to expect at every stage of the process.
Through the Lyons Bowe Charity Will Scheme, we also help clients create a legacy by offering you 50% off our standard Will-writing fees when you include a charitable gift whilst planning for your future.
It is part of our commitment to supporting causes that matter, and using legal services to make a real difference.
From online appointments, fixed-fee pricing to secure digital storage and registration with the National Will Register, everything we do is built around your peace of mind.
Over £4 Million Pledged in 2024
Together with our clients, we have helped pledge over £4 million to charities through the Lyons Bowe Charity Will Scheme in 2024. Every pledge, no matter the size, is a step towards real change. Join thousands of others making a lasting difference through their Will.
Support Any UK-Registered Charity
With our scheme, you are free to leave a gift to any UK-registered charity of your choice. Whether it is a national organisation or a cause close to your heart, we make it easy to include a meaningful gift in your Will, on your terms.
Discounted Wills, Expert Support
When you leave a gift to charity in your Will, we will join your contribution by providing you with a 50% discount on our standard fees. Our experienced team will guide you through every step offering clear, compassionate advice to help you create a Will that reflects your wishes.
Forget the confusing lingo and overly wordy explanations. Our app makes sense of it all - seamless, convenient and designed with you in mind.
When it comes to Wills, Probate, and Estate Planning, our clients trust us to deliver clear, structured legal services with genuine care and outstanding results. Thousands of five-star reviews reflect the pride we take in providing a service that is modern, responsive, and built entirely around you.
We have ten offices across the South West & South Wales, but our reach is national.
Whether you visit us in person or prefer to work with us remotely, our team is ready to support. Clear communication, dedicated teams, and real-time updates mean the same high standard of service - no matter how you choose to work with us.
Have questions about property, family, wills & probate law, or the Lyons Bowe way? Find quick answers in our FAQs, or contact us for expert legal advice.
Contact usThis depends on the organisations holding the assets. Once we have the grant of probate, we'll send it off with the necessary paperwork to release the funds. It can then take some time for the money to arrive. For larger estates, there's usually a waiting period of around 6 to 10 months after probate is granted before the final inheritance can be distributed, to allow for any potential claims. We always advise not to spend any money until you've actually received it.
The cost of probate can vary depending on the complexity of the estate and how much help you need. At Lyons Bowe, our fixed fee probate services start from £1500 plus VAT, and there are also some additional costs called disbursements, like the probate court fee which is currently £300 for estates worth over £5,000. We can tailor our services to your specific needs, so get in touch for a chat about your situation.
This is dependant on the organisations we are working with. Once probate is granted, we will send the grant and a completed withdrawal form on your behalf. Once the funds arrive, we will prepare the estate accounts for the executor of the Will to arrive before paying out residuary payments. Pecuniary Legacies are paid as soon as the estate has sufficient funds. Until the executor has approved the final accounts (after the S27 notice expires), claims can still come forward for unpaid taxes or from the Department for Work and Pensions. There is usually a waiting period of 6 to 10 months from grant of probate on any medium to large estates before funds can be distributed. For this reason, we always advise that you not spend any money before you receive it.
The intestacy rules apply. This means that the laws of the land determine who will receive the estate rather than the deceased person’s wishes. If a loved one has died without a valid Will in place, our Will and Probate solicitors can guide you through this process.
Yes, we can help you with everything that you need to deal with an estate remotely via video calls or phone calls.
From when we submit the application to the Probate Registry, it usually takes between 8 and 12 weeks to process probate, however if you are submitting a paper application, it can take around 16 weeks. We will submit your application as soon as we have either a completed questionnaire from you, or after fully investigating all assets and liabilities. We may also need to send you some tax forms to sign and have them processed by HMRC before we can apply for probate in IHT paying estates.
Not always, different banks have different requirements. The bank will tell you if probate is a requirement. A good rule of thumb is that if the bank account is holding more than £5,000, then probate is likely required, but the rules differ from bank to bank. If the estate contains a property, then probate is likely necessary, however if you’re still unsure, our probate solicitors can help you to work it out.
Absolutely. We welcome meeting over the phone, email, Teams, or in person. We will work with you on this and work with clients locally, nationally, and internationally.
Once the Grant of Probate is in place, you may need to sell a property as part of the estate. Our conveyancing team works hand-in-hand with our probate specialists, ensuring a respectful, seamless transition from legal process to property sale.