Estate solutions: Grant, Trusts and Property

Three service options for those looking to retain control of the probate process and seeking support Trust formalisation or property transfer

Choose from one of our three Grant, Trust and property solutions

  • Grant and transfer of property

  • Grant and Trust of property

  • Grant and Nil Rate Band Discretionary Trust

Each option has a fee of £1,950 including VAT excluding the Probate fee

What is this?

We can obtain the Grant of Probate on behalf of the named Executor, if there is a Will or Administrator, if there is no Will. This allows the Executor or Administrator to collect in funds, pay any outstanding debts and then distribute and/or transfer the assets to the beneficiaries.

If the deceased's Will contains a Trust of Property or a Nil Rate Band Discretionary Trust, these type of Trust need formalising to protect the interests of the ultimate beneficiaries. If the deceased solely owned property and this is to be transferred to beneficiaries, we can assist by preparing the paperwork. 

We will:

  • Ask the Executor or Administrator to complete a Fact Find, which will ask for key information about the deceased's assets and debts at the date of death.
  • Use the Fact Find to prepare the paperwork for the Probate Registry and HMRC (as this is always required) for signature.
  • Submit the application to the Probate Registry and once received, send the Grant of Probate to the Executor to complete the process.
  • Where the deceased's solely owned property is to be transferred to the beneficiary(s), we will prepare the paperwork. Where a Declaration of Trust is required or if the property remains unregistered, we will prepare the Declaration of Trust to confirm ownership of the property and register the property with the Land Registry. 
  • Where there is a property Trust, we will liaise with the appointed Trustees in the Will about the terms of the Trust. We will transfer the deceased's share of the property into the names of the Trustees at the Land Registry. We will also prepare a Declaration of Trust; this document confirms the ownership of the property.
  • Where there is a Nil Rate Band Discretionary Trust, we will advise the Trustees of the options available to them to deal with the Trust and prepare the necessary paperwork to effect their instructions.

Terms and conditions apply

Speak to our dedicated Client Services Team to find out more:

phone-call (1)-1   0300 303 9000

envelope (1)-1  clientservicesteam@kctrust.co.uk

Other solutions for the probate process:

Option One

GRANT ONLY

Obtain the Grant of Probate.

£950 including VAT
excluding Probate Fee

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Option Two

GRANT AND ASSETS

Includes collecting in and distributing up to three assets, or transferring them to up to two beneficiaries. An asset does not include property.

£1,450 including VAT
excluding Probate Fee

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Option Four

FULL ESTATE ADMINISTRATION

We will complete the full process of estate administration taking on the legal and financial responsibility to do this. From dealing with all assets (such as property, shares and personal possessions), paying debts, paying any Inheritance Tax and Income Tax and transferring inheritance to the beneficiaries of the estate.

From £2,200 excluding VAT
and the Probate Fee

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Clifton Black

Need to know more?

Our dedicated team of specialists are always here to help.

0300 303 9000

Mon-Thurs, 8am-7pm and Fri, 8am - 5pm
 
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