How We Guide You Step by Step.
Acting as an executor or administrator (collectively known as Personal Representatives or “PRs”) can feel overwhelming, especially when you’re also grieving a loved one. At Vault Private Client, we understand that many clients have never dealt with probate before, and navigating legal, tax, and administrative duties can be a significant emotional burden.
We’re here to guide you through every stage of estate administration — from registering the death to final distribution — ensuring the process is as smooth, transparent, and stress-free as possible.
The Four Key Steps in Probate.
Taking the initial steps post-death
- Register the death and obtain the death certificate.
- Use the “Tell Us Once” service to notify government departments.
- Locate the Will and arrange the funeral according to the deceased’s wishes.
- Establish whether the person died testate (with a Will) or intestate.
- Notify banks, insurers, pension providers, and utility companies.
- Take early legal advice on the Will, probate and inheritance tax, and any potential claims.
Valuing the estate
- Identify and value assets such as property, shares, and bank accounts.
- Confirm liabilities and debts.
- Conduct full asset searches, including digital assets.
- Prepare accurate figures for reporting to HM Revenue & Customs.
Preparing the probate application & inheritance tax return
- Complete and file inheritance tax forms (IHT400 and supporting schedules).
- Pay any tax due before the six-month deadline to avoid interest.
- Apply for the correct grant — either a Grant of Probate (if there is a valid Will) or Letters of Administration (if there is not).
- Handle international elements, such as resealing foreign grants or domicile evidence.
Administrating the estate
- Collect estate assets into an executor bank account.
- Pay liabilities in the correct order of priority.
- Distribute legacies and charitable gifts.
- Claim tax reliefs or refunds, particularly after loss-making asset sales.
- Ensure compliance with income and capital gains tax during administration.
- Prepare estate accounts for beneficiaries.
- Distribute the remaining estate under the Will or the rules of intestacy.
How Long Does Probate Take?
For straightforward estates, we aim to apply for probate within 2–3 months. However, this timeline can vary depending on factors such as the nature of assets, the speed of third-party responses, or locating beneficiaries.
Once submitted, current Probate Registry timescales range from 4 to 12 weeks. We commit to keeping you fully informed throughout the process, offering regular updates and direct access to your legal advisor for full transparency.
We take the time to understand the specific circumstances of the deceased, offering a personalised, compassionate approach at every stage.
THE BEST IN THE BUSINESS.
Our probate solicitors provide step-by-step support to help you manage estate administration with confidence.
Russell Kaminski
Partner and Head of Private Client
Lucy Cresswell
Associate
Alison Rocca
Partner
Jason Stanley
Partner
Holly Greensmith
Solicitor
Matt Fleetwood
Group Chief Executive & Founder
Mark Dawson
Group Managing Director
Amanda McAlister
Head of Group Consumer Brands
Because We Are Here To Help You
Let us take the pressure off – expert guidance through every step of the probate process.
“Russell is a top-quality and professional lawyer, and it is a pleasure to work with him.”
PROBATE CLIENT
