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Why should you use a solicitor for probate?

View profile for Amy Nelson
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Choosing lawyers to handle the often complex probate process ensures a high level of service and expertise, plus it guarantees client protection.

The probate process always involves numbers and often involves tax.  Lawyers are conversant in both. But it is not an accounting process. It is a legal process. Lawyers who are qualified, regulated and insured are therefore best placed to help at that time in life when what you really need is an experienced professional you can rely on.

Six reasons to use a  lawyer and not an accountant for Probate:

  1. Regulation –lawyers have stringent rules governing relationships with clients.

  2. Insurance – to deal with probate matters lawyers need at least £3 million worth of insurance cover so, should the worst happen, you know you are covered.

  3. Expertise - lawyers have been dealing with the probate process for many years and have a vast amount of knowledge of the process and the legal issues that may arise.

  4. Specialist legal knowledge – the probate process comprises numerous stages and lawyers know how all these stages work, and what they involve, which minimises the risk of claims against the executor personally.

  5. Complexity – there may be issues with the validity of the Will or there may be trusts set up in the Will, which have their own specific tax and legal rules; there may be overseas or business property which does not pass under the UK Will or the estate may be insolvent.

  6. Independence – lawyers are independent of beneficiaries and can help deal with conflicts between beneficiaries or other individuals.

Our private client team has over 25 years’ experience of dealing with the probate process. If you would like to speak to our specialist team about any probate related matter you can contact us on  01252 907829 or by email at privateclient@baker-law.co.uk.

 

This article is not a definitive statement of the law. It is designed as a free update on the law at the time of publishing. It is not a substitute for legal advice on specific facts and circumstances. BakerLaw LLP and/or the writer accepts no liability or responsibility for reliance on this article and recommends that you seek independent legal advice on your specific circumstances prior to taking any steps.

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