Coping with probate after losing a loved one can be overwhelming. Our compassionate service is designed to guide you through the process of administering an estate, allowing you to focus on what truly matters during this difficult time.
While we are not a regulated firm and therefore cannot provide full probate services directly, we work closely with a Trusted Solicitor who handles all regulated aspects of the probate process on your behalf. This partnership ensures that every legal requirement is met with precision, while we continue to offer you guidance, support, and peace of mind throughout.
Probate is the legal process of managing a deceased person’s estate. It involves validating a Will (if present), identifying and valuing assets, paying debts or taxes, and distributing the remaining estate to the rightful beneficiaries.
A Grant of Probate (or Grant of Letters of Administration if there is no Will) is the legal authority that allows executors or administrators to deal with the estate.
Our role is to guide executors and support families through this process — liaising with our Trusted Solicitor to ensure that all regulated legal work is handled professionally and correctly.
The probate process typically involves several key stages, which we can assist you with in collaboration with our Trusted Solicitor:
Initial Consultation: Understanding the estate and gathering essential information.
Estate Valuation: Preparing an inventory of assets and liabilities.
Probate Application: Assisting in the preparation of the necessary forms and coordinating with our solicitor partner for submission.
Tax Calculations & Payment: Supporting with Inheritance Tax information and liaising with HMRC through our solicitor.
Asset Collection: Helping to identify and organise assets once authority is granted.
Debt Settlement: Ensuring all liabilities are managed appropriately.
Estate Accounts: Preparing draft accounts for review and sign-off.
Distribution: Overseeing the smooth transfer of remaining assets to beneficiaries.
We provide flexible probate support tailored to your circumstances, ensuring that every part of the process is managed with care, transparency, and professionalism.
Our assistance includes:
Guiding executors and families through each step of probate.
Coordinating with a Trusted Solicitor for all regulated legal tasks.
Managing documentation, communication, and practical arrangements.
Offering clear and sensitive advice during every stage.
Providing fixed-fee options where possible.
Throughout the process, our experienced team ensures that you remain informed, supported, and confident that your loved one’s estate is being managed with respect and diligence.
In the UK, there are two main types of Lasting Power of Attorney, each designed to protect different aspects of your life and wellbeing. Many people choose to have both in place for complete peace of mind.
This type of LPA allows your appointed attorney(s) to manage your financial matters and property. It ensures your money, assets, and day-to-day finances are looked after responsibly if you’re unable to do so yourself.
This LPA gives your chosen attorney(s) the authority to make decisions about your health, care, and personal welfare — but only if you are no longer able to make those decisions yourself.
Our experienced team provides personalised guidance to help you protect your assets and plan for the future with confidence.
You may appoint up to four Executors to manage your estate. However, it’s usually sensible to name at least two, ensuring continuity if one is unable or unwilling to act. Appointing only a single Executor can be risky, as they may pass away or become incapacitated before the estate is finalised.
If your Will includes any Trusts, at least two Trustees must be appointed by law to handle those Trust assets correctly. Our team can guide you through this process and, where needed, liaise with a Trusted Solicitor to ensure your appointments are legally sound.
An Executor is legally responsible for ensuring that your estate is administered in line with the instructions in your Will. Their role typically involves registering the death, gathering and valuing assets, paying any debts or taxes, and ensuring that beneficiaries receive their inheritance as directed.
While we cannot carry out regulated probate work ourselves, we guide Executors throughout the process and coordinate with a Trusted Solicitor who handles all legal applications and filings with the Probate Registry.
Both roles carry significant responsibility but serve different purposes. An Executor’s duties begin immediately after death and usually conclude once the estate is distributed. A Trustee, however, manages any Trusts created within your Will, sometimes for many years after probate is completed.
The same person may act as both Executor and Trustee. Our team can help explain these roles clearly and will work alongside a Trusted Solicitor to ensure all regulated Trust or probate work is completed correctly.
Your Will is one of the most important documents you’ll ever sign, and it must be stored safely so it can be located easily when required. Your Executors should always know where it is kept.
At Solutas Legacy, we offer secure, long-term Will storage at an affordable cost. You’ll receive a Storage Certificate with a unique reference number, ensuring your Executors can quickly access the document when the time comes.
A Memorandum of Wishes isn’t legally binding, but it provides clear guidance to your Executors or Trustees about your personal preferences — such as funeral arrangements or how you’d like certain belongings distributed.
It can be updated at any time to reflect changes in your circumstances. Solutas Legacy can help you prepare and store your Memorandum of Wishes alongside your Will, ensuring your intentions are clearly recorded and easily accessible.
If you’ve been named as an Executor, your responsibilities begin immediately after death. Several organisations and authorities must be notified, and the initial steps of the probate process must begin.
If Solutas Legacy has been appointed as Executor, our team will guide you through every stage — from documentation and communication to coordination with a Trusted Solicitor who manages the regulated legal aspects of probate.
We handle the process with professionalism, compassion, and respect, helping reduce the burden on you and your family.
A Living Trust allows you to manage and protect your assets during your lifetime while ensuring a smooth transfer to your chosen beneficiaries after you pass away. Unlike a Will, which only takes effect upon death, a Living Trust operates immediately and continues seamlessly.
This arrangement may help your estate avoid probate, maintain privacy, and reduce delays or disputes.
Solutas Legacy can explain the benefits of Living Trusts and work with a Trusted Solicitor to ensure that any legal documents are drafted and implemented correctly on your behalf.
Your consultation is completely free, confidential, and designed to help you make informed decisions for the future.
