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Call to speak to one of our team: 01892 487746

JE Bennett
  • About
    • Our Story
    • The Team
    • Client Stories & Testimonials
    • Professional Memberships
    • Who We Help
    • Careers
  • Our Services
    • Court of Protection
    • Lay and Professional Deputies
    • Personal Injury Trusts
    • Power of Attorney
    • Making A Will
    • Probate
    • Community Care Law
  • News
  • Library
  • Contact Us
JE Bennett JE Bennett
Call to speak to one of our team:
01732 454 983

Clear and Simple Estate Management Pricing

Full Service or Grant Only?

JE Bennett Law offers two approaches to estate management to meet your particular circumstances and preferences.

Full Service

With full service we will handle everything required as part of the estate management process. This includes all required research/investigative work that may include any of the following:

  • arranging the funeral
  • clearing the deceased’s property
  • identifying and arranging valuations of assets
  • tax returns
  • collecting in the assets after the grant has been issued, dealing with all tax matters
  • settling liabilities
  • preparing the estate accounts and distributing the balance of the estate to the beneficiaries
  • preparing the grant application documents

We price our full service Estate Management services based on hourly rates, rather than a percentage of the estate value as some firms do. So what you will pay is based on the work we do, not how large the estate is.

The total cost you will pay will be the sum of the hours worked by our team plus any disbursements. The details of which are laid out below in the disbursements section.

We will always provide an estimate in writing of all costs prior to taking your instruction.

Grant Only

Our grant only service, we will manage the application process for you, but will rely on you to provide all the information required in order to complete it. There are 4 tiers to our grant only service, depending on the nature of the grant. For grant only applications we offer a fixed price service.  Types and pricing are detailed below.

Which is best for you?

Whichever suits your preferences and situation. If you have the time and inclination to provide all the necessary information yourself and/or want the reassurance of fixed fee, then a grant only option may suit your purposes. If you prefer to take advantage of our skills and experience in researching and providing all the required information, then full service may be more appropriate.

Overall Costs

Whjether you opt for Full service (hourly rate) or Grant Only (fixed fees) the overall cost to you of our Estate Management services will vary down to the complexity of the work.  This may be influenced by such matters as whether you are the sole executor and residuary beneficiary and the number of  disbursements. For full service work we will always provide you with an estimate prior to enagagement based on your particular circumstances.  For Grant only applications we will advice on the appropriate scenario and likely disbursements.

Our Professional Fees – For Full Service

Our Estate Management services will be carried out by our experienced probate team.  Our work in this area is typically carried out by a partner or junior partner who may be supported by other members of the team. You can learn more about our probate work here and more about the experience of our individual team members by clicking on their name below.

Team Member               Seniority                     Hourly Rate

Richard Shearing                        Partner                                         £300 + VAT

Amy Paxton                                  Junior Partner                            £275 + VAT

JE Bennett Law Hourly Rates:

Senior Partner – £350 + VAT

Partner – £300 + VAT

Junior Partner – £275 + VAT

Senior Associate – £225 + VAT

Associate – £200 + VAT

Trainee/ Paralegal – £165 + VAT

Grant Only – Fixed Fee

In grant only applications the client is required to obtain all of the necessary information to make the application and takes full responsibility for the veracity of that information. The JE Bennett Law team will guide them with regard to the information required. Grant only applications are a fixed fee service + any disbursements.

Grant only applications – 4 Scenarios:

  1. Application for a grant where there is no inheritance tax to pay and requires completion of IHT205 – £1,300 plus VAT and disbursements;
  2. Application for a grant where there is no inheritance tax to pay and requires completion of IHT205 and IHT217 to claim the transferable nil rate band – £1,600 plus VAT and disbursements;
  3. Application for a grant where there is no inheritance tax to pay and requires completion of IHT400 and associated supplements – £2,100 plus VAT and disbursements;
  4. Application for a grant where the estate is subject to inheritance tax to include completion of IHT400 and associated supplements – £2,600 plus VAT and disbursements;

Disbursements:

Disbursements are payable in addition to our professional fees and are as follows:

Probate Application Fees                               £160 + VAT
Advertising For Unknown Creditors*         £280 + VAT
Bankruptcy Searches                                      £2 + VAT per surname searched
A Will Search**                                                £114 + VAT

* optional
** optional (in order to check that there is no later Will)
Prices correct as of 15/03/22 and are subject to change

Our Probate Team

  • Amy Paxton
    Amy PaxtonJunior Partner
    Read More
  • Richard Shearing
    Richard ShearingPartner
    Read More

What Our Clients’ Say

Sebastian Dunn
I would like to thank Jane Bennett for the expert help I received from her in a delicate matter surrounding Lasting Power of Attorney and the loss of capacity of a family member. Jane was able to draw on a wealth of specialist knowledge and experience both to guide me and, when needed, to act decisively. At each stage of the process, I have felt listened to, supported and treated with the upmost professionalism and warmth, not only by Jane but by all those I encountered at Jane Bennett Law.
Paul Herbert, Private Client

"Thank you for all the work you have done for me over the years"

David White, Private Client
"Sought the assistance of J E Bennett Law when seeking a Deputy Application, followed by a Second Trustee Application. The, advice service and support I received throughout was exceptionally impressive, leaving me reassured and confident that all was being done to expedite the applications and bring the matters to a timely and successful conclusion. No question or concern was too small for my solicitor Lorna who was always considerate and genuinely supportive. I would highly recommend J E Bennett Solicitors, especially Lorna. I will be looking to use their services again in the future."
The Legal 500 Editorial Testimonials 2021
'Highly professional service at a fair price. An experienced and user-friendly team'  
Legal 500 Editorial Testimonial 2021 – The JE Bennett Law Team
'A very strong team ethic as the practice has developed over the last few years. Jane Bennett is a leading industry figure, with a strong business acumen built upon excellent client care. Lorna Halfpenny-Beeby is a rising star of the team'  
Legal 500 Editorial Testimonial 2021 – Jane Bennett
'Jane Bennett is always prompt and deals with instructions efficiently. She is helpful and approachable. I value her professionalism and turnaround times in cases where things can be a bit last minute. Jane always delivers for us.'  
Legal 500 Editorial Testimonial 2021 – Richard Shearing
'Richard is very practically involved with his clients. He is highly respected by clients and professionals alike. Richard is very approachable and is obviously highly skilled and knowledgeable'
Legal 500 Editorial Testimonial 2021 – Lorna Halfpenny-Beeby

'Lorna is infectiously passionate about promoting independence and is happy to think outside the box in ensuring her clients have access to the necessary support and rehabilitation services. Her approach is one of someone highly skilled in her field. Lorna remains professional at all times and nothing seems too much'

 
Harry Trusted, Barrister

Jemma (Cahan) is a first-class solicitor who can be relied upon to do her very best for those she represents.

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Eridge House, 1 Linden Close, Tunbridge Wells, Kent, TN4 8HH

JE Bennett Law is a Limited company incorporated in England and Wales (No.7875908), and is authorised and regulated by the Solicitors Regulation Authority (No.565975)

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