Probate and Estate Administration Services

Wills and probate Authorised practitioners for probate related work

As authorised practitioners for probate related work and specialists in all aspects of taxation, accounts preparation and estate planning, Hill Lillis are best placed to take care of your probate and estate administration work.

We understand how difficult it can be to handle someone’s legal and financial affairs, particularly at a time when you’re likely to be coming to terms with the death of someone close. But don’t worry, we’re here to help, providing as much or as little support as you need to get things done.

We were the first accountancy firm in Birmingham to be authorised to carry out probate work, following a major change in the law. Prior to this change, only solicitors and banks were able to carry out this work.

A Guide to Probate

Probate and estate administration is a legal and financial process which happens after someone has died. It can be a very complicated and lengthy procedure to complete. To help explain the process and the legal and financial terms used, please click on this ‘Guide to Probate’ link.

Applying for Probate

Whether you chose to carry out the probate and estate administration process yourself, or you instruct us to do the work for you, the application for probate is still the same and involves:

  1. Finding the will
  2. Applying for the grant of representation
  3. Administering the estate
  4. Preparing the estate accounts
  5. Distributing the assets to the beneficiaries of the estate.

A more detailed overview of the process can be found in our ‘Guide to Probate’.

Why choose us?

We are one of only a few qualified accountancy firms in the country who are authorised to carry out probate work. This, combined with our expertise in all areas of accounts, tax and estate administration, means you can have total confidence in us handling the whole process for you.
Background knowledge
If the deceased was a client of ours, we are likely to have all the necessary financial information and background details to make the probate process as smooth as possible. If they were not a client, we can still deal with the probate application, should their existing accountant not be authorised to do this work.
Quicker processing - reduced costs
As accountancy and tax specialists, we’re used to gathering and calculating financial and tax related information. In doing so, we can reduce the amount of time it takes to compile the necessary information. By speeding up the process, we can help you to keep the costs down, leaving more for the beneficiaries.
Competitive pricing
Whilst solicitors and banks can also carry out probate work, they tend to charge a fixed percentage based on the value of the estate, which could be as high as 4%, even for simple estates. We feel that we are very competitively priced, compared with other probate specialists and we’re happy to give you a quote based on the volume and complexity of the work which needs to be carried out. We are confident that our approach to gathering the relevant information, calculating what tax is due and administering the estate is quicker and more succinct, therefore keeping costs to a minimum.
Personal service
Whilst carrying out any probate work, we are always sensitive to your needs and emotions during this time. You can be sure that we will treat your legal and financial affairs discreetly and in the strictest confidence and take the administrative burden away from you wherever possible.

“I would thoroughly recommend Hill Lillis’ probate services. When I approached Hill Lillis to carry out the probate service I was going through a particularly difficult time in my life, with the loss of both parents in a short period. Hill Lillis provided a very caring and efficient service with regards to the probate. All correspondence was dealt with both professionally and quickly. Helen Lillis provided a very good service and was very compassionate.” – Ms V. D.

Case Study

One client's story about inheritance tax:

"I recently lost my surviving parent, and, in compliance with my father’s wishes, found myself in the hands of his appointed solicitor, who was to lodge probate and settle my parent’s estate.

I immediately felt uncomfortable with the lawyer, although I knew there was no option other than to ‘go through the process’ with them in accordance with my Dad’s will. Towards the end of the process, owing to some nagging doubts, I contacted Helen Lillis and asked if she would check the probate papers for me, prior to their final submission.

Helen was welcoming and immediately engaging, allowing me to feel much more settled about my father’s affairs. A few days later, Helen contacted me to advise that the probate lawyer had not applied some recent inheritance tax legislation, which meant that I could unnecessarily lose a large amount of money.

Whilst I was shocked at this revelation, it was comforting to know that – once the probate lawyer had been appraised accordingly - Helen’s diligence and tenacity in this matter brought about the correct financial settlement for me and my family.

At such a time of loss, I cannot thank Helen enough for her compassion and professionalism – I felt in safe hands from the very first moment with her and highly recommend her probate services." - Mrs D. K.

Associated areas where we can help

In addition to providing the probate and estate administration service, we can also help you and your family in the following related areas:

Keep in touch

For more information on the above, please Contact Us or telephone on 0121 384 4222 and we will be glad to answer any questions you may have. Even better, why not book your FREE consultation today, it only takes a minute. At this stage, if you are just looking for an idea of how much our services cost, then please feel free to complete our Request a Quote Form and we will get back to you within 48 hours.

In the meantime, why not follow us on Facebook or Twitter for the latest news that may affect your business or subscribe to our Newsletter for automatic email updates. If you are out and about in the Sutton Coldfield, Kingstanding, Great Barr, Minworth, Erdington, Birmingham or West Midlands area, why not give us a quick call to confirm if we can arrange an immediate, free consultation.