Licensed practitioners for probate related work
As licensed 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 licensed 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:
- Finding the will
- Applying for the grant of representation
- Administering the estate
- Preparing the estate accounts
- 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?
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:
- Estate planning
- Trusts planning and administration
- Inheritance tax planning
- Retirement planning
Keep in touchFor 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.
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