Estate planning and probate

We understand how difficult it can be to handle someone’s legal and financial affairs.

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We are licensed practitioners for probate related work and specialists in all aspects of taxation, accounts preparation and estate planning. As such, Beak Kemmenoe are best placed to take care of your probate and estate administration work.

We understand how difficult it can be to handle someone’s legal and financial affairs, particularly at a time when you’re likely to be coming to terms with the death of someone close. But don’t worry, we’re here to help and can provide as much or as little support as you need.

Following a major change in the law, we were one of the first accountancy firms in Kent to be authorised to carry out probate work. Prior to this, only solicitors and banks were able to carry out this work.

Applying for probate

Whether you choose to carry out the probate and estate administration process yourself, or you instruct us to do the work for you, the application for probate is still the same. It involves:

  1. Finding the will.
  2. Applying for the grant of representation.
  3. Administering the estate.
  4. Preparing the estate accounts.
  5. Distributing the assets to the beneficiaries of the estate.

Please download our ‘Guide to Probate’ for a more detailed overview of the process.

Guide to probate

Why choose us?

We are one of only a few qualified accountancy firms in the country who are licensed to carry out probate work. This, combined with our expertise in all areas of accounts, tax and estate administration, means you can have total confidence in us handling the whole process for you.
If the deceased was a client of ours, we are likely to have all the necessary financial information and background details to make the probate process as smooth as possible. If they were not a client, we can still deal with the probate application, should their existing accountant not be licensed to do this work.
As accountancy and tax specialists, we are used to gathering and calculating financial and tax related information. In doing so, we can reduce the amount of time it takes to compile the necessary information. By speeding up the process we can help you to keep the costs down, leaving more for the beneficiaries.
Whilst solicitors and banks can also carry out probate work, they tend to charge a fixed percentage based on the value of the estate. This could be as high as 4% even for simple estates. We feel that we are very competitively priced compared with other probate specialists. We are happy to give you a quote based on the volume and complexity of the work that needs to be carried out. We are confident that our approach to gathering the relevant information, calculating what tax is due and administering the estate, is quicker and more succinct. Therefore keeping costs to a minimum.
Whilst carrying out any probate work, we are always sensitive to your needs and emotions during this time. You can be sure that we will treat your legal and financial affairs discreetly and in the strictest confidence. Taking the administrative burden away from you wherever possible.

Associated areas we can help

In addition to providing the probate and estate administration service, we can also help you and your family in the following related areas:

  • Estate planning
  • Executorships
  • Financial planning and wealth management
  • Inheritance tax planning
  • Retirement planning
  • Trusts planning and administration

A guide to probate.

Probate and estate administration is a legal and financial process which happens after someone has died. It can be a very complicated and lengthy procedure to complete. To help explain the process and the legal and financial terms used, please download our ‘Guide to Probate’ page via the button below.

Guide to probate

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