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Dealing with the passing of a loved one is never easy. Managing their affairs can seem daunting, especially if it something you have never handled before. Probate is one of the many things that may have to be dealt with. If you have been named as executor in a will, and you are looking for support and guidance in navigating your way through all the responsibilities that lay ahead, Partridge Muir & Warren can help courtesy of a professional probate management service.
For more than 50 years, the experts here at PMW have been taking care of the legal and financial needs of Surrey families, many of whom have retained us as their advisers of choice through many generations.
We are here to assist you through these challenging times, with clear advice, in-depth knowledge and extensive experience in all aspects of probate management and the general administration of estates and trusts.
Our clear and structured process makes it easy to take control of your financial future.
It all begins with a no-obligation meeting to explore your goals and understand how our advice can support your financial future.
We create a personalised financial strategy aligned to your needs – clearly explained and designed to help you make informed decisions.
Once agreed, we put your plan into action and stay by your side – monitoring, refining and guiding you as your life and goals evolve.
When it comes to probate management, Surrey families will find complete reassurance amongst the estate administration specialists at PMW, all dedicated to ensuring your loved one’s wishes are carried out to the letter, and to guiding you step by step through the probate process.
As members of the Society of Trust and Estate Practitioners (STEP), we are considered specialists in the areas of estate administration and trust management, as well as inheritance and succession planning. Many of those we assist with probate administration will also request our advice on how to structure their own finances following an inheritance.
In this respect, you will find our service fully comprehensive, with our in-house team of estate planning experts, wealth managers, tax advisers, investment and portfolio administrators and legal specialists poised to provide advice on a wide range of issues, from Inheritance Tax and trusts, to investment and wealth management, and your own estate planning needs.
Whether you wish to hand over your full responsibilities as executor, or would like professional assistance with one or more aspects of estate or probate administration that you may be struggling with, we are here to assist in the way that suits you best.
Our experts are able to assist with:
Our clients often tell us that the most valuable part of working with PMW is the feeling of being genuinely cared for. It is not just about financial outcomes – it is about trust, peace of mind, and knowing someone is always in your corner.
*To protect the privacy of our clients, names and photos have been changed. However, the testimonials reflect genuine feedback and experiences.
Book your complementary consultation today and discover how we can help protect and grow your wealth with confidence.
From financial planning to wealth management and estate advice, our services are designed to support you at every life stage.
We understand that choosing a financial planning partner and making decisions about your financial future comes with many questions. To help you feel informed and confident, we’ve answered some of the most common queries we receive from new and prospective clients here.
If you have a specific question that you can’t find the answer to, we’d be more than happy to help. Please feel free to contact us directly or book a complimentary consultation to discuss your needs in more detail.
Probate is the entire process of administering the estate and financial affairs of someone who has passed away. It is a common name given to estate administration, which involves organising all the deceased’s money, assets and belongings and distributing them to their rightful beneficiaries once any taxes and debts have been settled.
If a will has been left, then those appointed as executor will be responsible for administering the estate. Before they can begin, they must apply for a Grant of Probate. This is a legal document that gives the executor authority to deal with everything.
The period of Probate will only come to an end once all taxes and debts have been settled, and all the inheritance passed on.
A Grant of Probate is not always necessary.
If the person who passed away only left the following, then usually you won’t need to obtain a Grant:
If a property is held in a sole name, however, or the estate is particularly large, then a Grant of Probate will normally be required. Different financial institutions have different rules about what constitutes a ‘large’ estate, so you will need to contact them all individually to find out whether you will need a Grant of Probate to access the assets they hold.
When a person dies and leaves a will, where necessary you will apply for a Grant of Probate to deal with the estate.
If the person has died intestate, that is, without a will, then you will need to apply for Letters of Administration instead of a Grant of Probate.
The only people who are authorised to apply for a Grant of Probate are those named as executors in the deceased’s will.
If you have been named as executor, but you decide to appoint a solicitor to handle the probate management for you, then they will be able to apply on your behalf.
This depends on the size and complexity of the estate, and whether there are any disputes. As a general guide, it can take around a year to administer most estates.
To apply for a Grant of Probate you will need to pay an application fee if the value of the estate is over £5,000. The current fee can be found here
If you are seeking assistance with probate management and estate administration, the cost will depend upon how much work you would like us to do for you. Once we have ascertained what is involved, we will provide you with a fees estimate before proceeding with the work.
Once we have assessed your needs, if appropriate, we will arrange an initial meeting. The meeting will be with our Solicitor. The purpose of the meeting will be to discuss your circumstances and objectives and understand what we can do to help. Advice will not be provided at your first meeting, although if we believe we can help you to achieve your objectives we will explain your options and outline any costs.
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