Probate services in Cambridge | Non-contentious probate

Probate

After someone dies there is a formal process required for the administration of their estate. For all but the smallest of estates this is likely to be quite involved and take up a significant amount of time for an executor. The complexity of the probate process will depend upon the assets owned by the deceased and the terms of their will.

Why
Tayabali & White?

This is potentially a difficult time so use advisers that you know and trust.

What the work
entails

There are many things to consider when seeking to obtain probate.

Time
and fees

Understand the basis on which we charge for probate work.

Why are we now
offering this service?

We are one of a small number of firms licensed to provide probate services.

Why Tayabali & White?

As an organisation we are well placed to provide probate services. We typically have a close relationship with our clients which gives us a detailed knowledge of what assets they have and what income they generate. There is also a good chance that we have assisted with some form of Inheritance Planning so we know what gifts mays have been made, whether trusts may have been established or what other provisions our clients have made. We may also have a good understanding of particular family dynamics. Perhaps most importantly, as a result of working with our clients for many years, we are also in a privileged position of trust meaning that, at a difficult time, there is someone who was familiar with the deceased who is in a position to help carry out their final wishes.

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What the work entails

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Time and fees

The time taken to undertake the work necessary to take care of an estate will vary significantly depending on a number of factors. It is not possible to provide a general price for the work. However, we do not charge based on a percentage of an estate but instead on the complexity of the work and time taken to resolve issues. We are happy to discuss this with the executors. We very much feel that we should work with the executors not instead of them.

It is also difficult to provide a general timeline for probate services as there are many things that can affect the length of time it will take to complete the process. What we seek to do is keep executors informed of progress on a regular basis so that they know where we are with a case. For us communication during what is likely to be a difficult time is an essential part of delivering the client service that has built our reputation.

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Why are we now offering this service?

Historically, only solicitors have been licensed to undertake probate work. However, the legal services board is looking to transform the provision of legal services and give the consumer more choice.

The ICAEW’s policy statement sets out the objectives that will be achieved by licensing firms like Tayabali & White to provide probate services:

Licensed by the Institute of Chartered Accountants in England and Wales to carry out the reserved legal activity of non-contentious probate in England and Wales.

Details of our probate accreditation can be viewed at icaew.com/probate under reference number C002011335.

The results of our diversity survey can be viewed in this diversity results PDF (405KB).

Testimonial

"Over a period of almost 25 years, we have found Tayabali & White, to be much more than just first class accountants. They have frequently provided specialist advice and wise counsel, even moral support, and their sensitive, very personal approach is rare and much appreciated. It is difficult to imagine going elsewhere."
George Pearson
Pearson Publishing Limited