A bubble round your legal costs. Save now with our prepaid Probate Plan

Prepaid Probate: The Upfront Legal Fees Plan

From £1,800

Probate is the legal process of administering your estate when you die. This includes paying off any debts and distributing inheritance, and the costs involved in doing so can really add up. Prepaid Probate isn’t only cheaper, it means that your beneficiaries will inherit more quickly. Did you know the average Probate fee in the UK is more than £16,000?* So, if you want to leave your family more, you can pre-pay your fixed legal costs now (*source: thisismoney.co.uk).

Lucy’s story

For Lucy, arranging her Upfront Legal Fees Plan at the same time as planning her funeral made perfect sense.

“I was already speaking to my local funeral director and thinking about buying a funeral plan to save my family worry in the future.

Once I found out more it just made sense to prepay Probate at the same time – they go hand in hand and mean my family won’t have to worry when the times comes.

A couple of days later, a Golden Charter Consultant visited me at my home to discuss the Probate process and explained how it works - all I did was fix my fee at today’s prices, plus I got to choose the right payment option for me.

The whole thing was easy from start to finish.

Acting now to seriously save later? Well, it just makes so much sense.”

Read more

What else should I know about the Probate process?

  • Solicitors’ fees could potentially be 5%* of your estate (*source: moneyadviceservice.org.uk) - save money by paying a fixed cost now.
  • You could save over £12,000 by prepaying your Probate
  • Typically, assets of just £5,000 in England and Wales and £36,000 in Scotland require Probate
  • You’ll also save time and worry for your loved ones
  • Golden Charter is unable to provide any Legal Services products to you if you normally reside outside of England, Wales, Scotland or Northern Ireland.

What’s included in a Golden Charter prepaid Probate plan?

What’s included in a Golden Charter prepaid Probate plan

  • A Golden Charter Will
  • Identifying any tax reliefs or exemptions to the estate before calculating the tax owed.
  • Identifying, gathering and valuing all of your assets
  • Liaising with the appropriate organisations, financial institutions and beneficiaries of the estate throughout the process
  • Preparing the accounts and distributing estate to beneficiaries
  • Identifying any tax reliefs or exemptions to the estate before calculating the tax owed
  • Dealing with HM Revenue & Customs to complete income tax, inheritance tax, and capital gains tax forms, and making any necessary corrections as required
  • Preparing the necessary documentation, applying and obtaining the appropriate Grant of Representation from the Probate Registry

How much does it cost?

Up to £100,000 £1,800
£101,000 - £300,000 £3,300
£301,000 - £650,000 £4,300
£651,000 - £1 million £6,300

Ways to pay

Pay in full by debit card, credit card or cheque. Alternatively, you can spread the cost - call us to find out more.

If you cancel within 14 days we'll refund you the payment you've made (the full fee applies to cancellations made after 14 days)

We're here to help

It might seem as though there are lots of decisions to make when you’re planning for the future. But we’re here to help. We offer a FREE, no-obligation home visit from one of our expert consultants, local to you. As all of our legal services products are tailored to your needs, we only sell them face-to-face, making a home visit all the more important

Plan now and save.

Call us FREE on 0800 111 4514

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