Quick Enquiry Form

PPP Quick Enquiry Form
What type of policy are your interested in?
The time you would like to be contacted?
We aim but cannot guarantee that we will call you within 15 minutes of your chosen time.
If your call request is early morning before 9 am or late evening after 7 pm please reply to our email with the two words Call Me. Otherwise we will not call you. If you do not see the email, please check your spam folder.

Prepaid Probate Plans

Planning your future has so many benefits and no disadvantages. Let us guide you through it today.

There are many benefits of taking out a prepaid probate and estate administration package, mainly the clarification and peace of mind it gives you and your family. regarding the overall costs and process of administering your estate.

Prepaid Probate Plans

Planning your future has so many benefits and no disadvantages. Let us guide you through it today.

There are many benefits of taking out a prepaid probate and estate administration package, mainly the clarification and peace of mind it gives you and your family. regarding the overall costs and process of administering your estate.

Example Quotes

Prepaid Probate Small Estate

Policy Holder Age 55 at start of policy
Estates value £325,000 (present value)
£ 3,465 Total with VAT
  • Typical Solicitor Cost £7,800
  • You save £4,335

Prepaid Probate Medium Estate

Policy Holder Age 60 at start of policy
Estates value £500,000 (present value)
£ 3,780 Total inc VAT
  • Typical Solicitor Cost £12,000
  • You Save £8,220

Prepaid Probate Large Estates

Couple's Policy Eldest Age 70 at start of policy
Estates value £750,000 (present value)
£ 5,530 Total with VAT
  • Typical Solicitor Cost £22,500
  • You Save £16,970

See how much you could save in fees with a Prepaid Probate Plan

It’s quick and simple to calculate the cost of your prepaid probate plan with us. Simply select the details that apply to you and immediately see the costs and potential savings. Our fees are calculated based on age and if it’s a single or joint policy. We are able to demonstrate savings as most banks and solicitors charge a percentage of estate value, irrespective of the work required.

The average UK estate goes up by 7.3% each year, so the longer the plan is in place the more you will save.

Calculating the price of your Prepaid Probate Plan is very simple and takes about 30 seconds to complete.

STEP 1. Decide whether you want a single policy or a couple’s policy.

STEP 2. For single policies please select your age with the slider. If it’s a couple’s policy select the age of the eldest person in the couple and scroll down.

STEP 3. Put in your estate value; this is the value of everything that you own and scroll down.

STEP 4. Select a solicitor’s rate charge by percentage to obtain a comparison of the costs at today’s rates.

 STEP 5. Select if your estate value is over or under £2,000,000 and scroll down, to see our price for your chosen Prepaid Probate Plan.

STEP 6. If you would like your quote automatically sent to you on an email, there is an available option.

Single Policy

Probate Specialist Single Prepaid Probate Plan
Age in years at start of policy55Years
Age in years at start of policy55YearsAge in years at start of policy90Years
Select the age of the person who wants a quote for a PPP

Input

£.00
Include the value of all your property, valuables, life insurance cover & your investments (not your pension)
2%
1%4%
This is based on an average solicitor fee of 2% of the total estate value. Slide up or down accordingly.

Typical Solicitor Probate Fee

Including VAT

Estate Approximate Valuation (For Your Quote)

Estimated Estate Valuation?

Option 1. Single Full Administration Prepaid Probate Plan (PPP)

Your unique quote also includes 20% VAT

Your unique quote also includes 20% VAT

Option 2. Single Grant Only Prepaid Probate Plan (GOPP)

Your unique quote also includes 20% VAT ( Please note we would be unable to finance any inheritance tax payments) If there is not sufficient funds to pay IHT please choose option 1)

Your unique quote also includes 20% VAT ( Please note we would be unable to finance any inheritance tax payments) If there is not sufficient funds to pay IHT please choose option 1)

Your unique quote also includes 20% VAT ( Please note we would be unable to finance any inheritance tax payments) If there is not sufficient funds to pay IHT please choose option 1)

Your unique quote also includes 20% VAT ( Please note we would be unable to finance any inheritance tax payments) If there is not sufficient funds to pay IHT please choose option 1)

You save at at minimum based upon today's solicitor rates

Written Quotes

Would you like a written quote?
May we contact you about your quote?
Sorry, we cannot help you at this time, please bookmark our page and come back to us at any time.
If your quote does not arrive in your inbox within 5 minutes please check your spam folder.

Sending A Quote

Would you like to send a quote to your client?
We cannot help this client any further. Please thank them for their time and submit the information so we have a record. Then ask them to bookmark our page so they can easily find us again in the future.
Ask the client to check their email inbox when you have sent the quote. If the quote does not arrive please ask them to check their spam folder.
Email:
Direct Desk Phone Number:

Couples Policy

Probate Specialist Couples Prepaid Probate Plan
Age in years at start of policy55Years
Age in years at start of policy55YearsAge in years at start of policy90Years
Select the age of the eldest person who wants a quote for a PPP

Input

£.00
Include the value of all your property, valuables, life insurance cover & your investments (not your pension)
2.0%
1%4%
This is based on an average solicitor fee of 2.0% of the total estate value. Slide up or down accordingly.

Typical Solicitor Probate Fee

Including VAT

Estate Approximate Valuation (For Your Quote)

Estimated Estate Valuation?

Option 1. Couples Full Administration Prepaid Probate Plan (PPP)

Your price includes 20% VAT

Your price includes 20% VAT

Option 2. Couples Grant Only Prepaid Probate Plan (GOPP)

Your unique quote also includes 20% VAT ( Please note we would be unable to finance any inheritance tax payments) If there is not sufficient funds to pay IHT please choose option 1)

Your unique quote also includes 20% VAT ( Please note we would be unable to finance any inheritance tax payments) If there is not sufficient funds to pay IHT please choose option 1)

Your unique quote also includes 20% VAT ( Please note we would be unable to finance any inheritance tax payments) If there is not sufficient funds to pay IHT please choose option 1)

Your unique quote also includes 20% VAT ( Please note we would be unable to finance any inheritance tax payments) If there is not sufficient funds to pay IHT please choose option 1)

You save at at minimum based upon today's solicitor rates

Written Quotes

Would you like a written quote?
May we contact you about your quote?
Sorry, we cannot help you at this time, please bookmark our page and come back to us at any time.
If your quote does not arrive in your inbox within 5 minutes please check your spam folder.

Sending A Quote

Would you like to send a quote to your client?
We cannot help this client any further. Please thank them for their time and submit the information so we have a record. Then ask them to bookmark our page so they can easily find us again in the future.
Ask the client to check their email inbox when you have sent the quote. If the quote does not arrive please ask them to check their spam folder.
Direct Desk Phone Number:
Email:
Direct Desk Phone Number:
Email:
Direct Desk Phone Number:
Email:

What’s included in your PPP?

At the time of setting up your Prepaid Probate Plan. We will do the following. 

  • Take your instructions.
  • Complete an AML check on you.
  • Store a new will in an offsite fire & waterproof document centre.(Please Note: You can use your existing will but this will either need to be updated or a codicil added to include us as joint executor and we would need to know the exact location of the master will).
  • Create portal access for you to upload documents and modify your estate over time.
  • Assess the nature, extent and value for inheritance tax purposes of the Assets of the Estate.
  • Assess the nature, extent and value for inheritance tax purposes of the Liabilities of the Estate.
  • Prepare current accounts of the present day estate.
  • Provide you unlimited support over the phone 24 hours a day (excluding bank holidays)

When the time comes. Our fees cover everything from preparing your application and we will.

  • Follow your given instructions.
  • Complete an AML Check on your Executor
  • Re-assess the nature, extent and value for inheritance tax purposes of the Assets of the Estate.
  • Re-assess the nature, extent and value for inheritance tax purposes of the Liabilities of the Estate.
  • Arrange any insurances for any property that needs to be safeguarded during the period of the administration.
  • Engage with HMRC as to the valuations of assets or of liabilities contained within the data retrieved by us or supplied to us.
  • Engage HMRC as to the basis of calculation of any past current or future liability to inheritance tax, triggered by the application for probate.
  • The preparation of IHT205 or IHT 400 for HMRC along with any other required forms such as for allowances.
  • Arrange estate finnace (if required) to pay any inheritance tax bill (Ensurinig the estate obtains a grant of probate).
  • Engage with the Department of Works and Pensions regarding any liability of the Deceased arising from overpaid benefits or from the ineligibility of the deceased due to any oversight in providing full disclosure of capital or income.
  • The preparation of the Statement of Truth or Legal Statement for the Probate Registry.
  • Engage with charities and their designated officers on your behalf.
  • Keeping joint executors updated by phone or email or another method of their choice.
  • Procure the Grant of Probate.
  • Collect in assets, closing accounts or discharging any liabilities of the estate.
  • Arranging for final distribution among entitled beneficiaries.
  • Preparing final estate accounts covering the period of administration of the estate.
  • Provide joint executors unlimited support over the phone 24 hours a day (except bank holidays)
  • Stop unwanted mail addressed to the deceased and safeguard against identity theft.

These are the tasks your existing Executor(s) will need to do.

  • Let us know of your death.
  • Obtain the required amount of certified copies of a death cetificate.
  • Provide ID for an AML check
  • Provide us with the master will, if you did not re-write your will with us or store it with us.
  • Sign documents created by us, sent to them electronically, or by post if required.

And that is it.

The following are not covered by your Prepaid Probate Plan.

  • Attending Inquests or liaising with the Coroner’s Service.
  • Arranging funerals or cremation services.
  • Authenticating or dealing with any problems arising from the form or content of any Will or Codicil with the Will (where the original is lost, destroyed, defaced or incomplete, or otherwise in a physical state giving rise to further query or investigation by the probate registry).(where the will is not written or held by us)
  • Investigating or looking into any asset or liability data supplied by your client, their accountant or your financial adviser or any third party authorised by your client.
  • Dealing with the sale or transfer of any property in the estate. (conveyancing and estate agents)
  • Dealing with the purchase or transfer of assets between beneficiaries.
  • Dealing with the sale or transfer of any property in the estate. (conveyancing)
  • Estate planning for beneficiaries or their families.
  • Preparing Deeds of Variation in respect of inheritance tax or capital gains tax.
  • Preparing Income Tax returns for the Deceased or his estate or for beneficiaries.
  • Administering any trusts created by the Deceased or by the Deceased’s Will.
  • Challenging any assessment of residential care fees liability of the Deceased.
  • Challenging the financial management of the Deceased’s funds by former attorneys or deputies.
  • Arbitrating or mediating disputes between beneficiaries.
  • Dealing with any claim or claims made against the estate (whether made by any third-party creditor or by any beneficiary or any claimant whether named in the Will or entitled by reason of the application of the rules of intestacy or otherwise).
  • Published statutory notices in the London Gazette and local newspaper to protect your estate from challenges to the estate (See Extra Services)
  • Disbursments such as the probate registry fee.

 

Probate

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The Benefits of a Prepaid Probate Plan

The costs are fixed at the outset, saving your beneficiaries a significant amount of money.

You take away the burden of loved ones trying to apply for probate themselves and administer the estate.

You will feel fantastic that you have everything planned and organised saving the stress for your loved ones.

What's Next?

One of our experienced and professional team will discuss your circumstances and requirements with you to ensure you are making the right decision.

You will receive your Welcome Pack which includes your certificate and a copy of our terms & conditions.

We will write to you to confirm that we have been instructed and supply you all of our contact details.

You may request a new free will where we become joint executors. This way, your beneficiaries cannot miss the fact you have already paid for probate. Alternatively if you already have your own Will, you could ask your existing Will writing company to nominate your new probate specialist as an executor on the existing will.

Cancellation of your PPP. you can cancel your PPP at any time. If you choose to cancel the plan within 14 days of purchase, you’ll receive a full refund. If you cancel the plan after the first 14 days, you’ll receive a refund of the original amount paid, minus the management fee.

Appointments

Start Your PPP Online

Use this form to give us minimal contact details.

Start Your PPP Online
What Prepaid Probate Plan are you interested in?
55
Use the slider to select your age. minimum 55 years old, maximum 90 years old.
55
Use the slider to select your age. minimum 55 years old, maximum 90 years old.
Would you like us to call you by phone?
Please provide the time you would like a call back. (we aim to call you within 15 minutes of the time you choose)
Would you like a PPP brochure?
Sorry, we cannot help you at this time, please save us in your favourites and come back any time.

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Probate Specialist

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