• Overview
  • Our team
  • Fee information

Overview

At Rollits, our expert team has years of experience helping clients to secure their assets for their loved ones.

A well-drafted will allows you to state clearly who will inherit your property and savings after your death. It gives your partner, whether married to you or not, important powers and rights.

A will allows you to choose the person or persons you would like to administer your affairs when you are gone. You can nominate guardians for your children and make provision for their financial security. A properly drawn-up will can also help you avoid or reduce inheritance tax on your property or assets.

We’ve joined Remember a Charity

We are proud to announce that we have recently become a campaign supporter of Remember a Charity.  This consortium is made up of 200 UK charities who are working together to raise awareness about charitable giving in Wills.  Many of us support a charity during our lifetime but according to statistics supplied by Remember a Charity, only 6.3% of us think to include charities in our Wills and yet there can be significant tax benefits in doing so. 

For more information regarding Wills, Estate Planning and Charitable Giving please contact Sarah Adams 

Visit Remember a Charity for further details about their campaign.

Experience and expertise

Working exclusively in this specialist field, our team provides a comprehensive service, encompassing will drafting, estate and tax planning, probate and administration, trusts and charities.

Supported by colleagues from across the firm and making use of the latest technology, we are committed to excellence.

In recognition of our high quality work, we have been awarded Lexcel accreditation by the Law Society.

Services

  • Preparing a Will
  • Changing a Will
  • Setting up a Trust
  • Powers of Attorney
  • Estate and Tax Planning
  • Probate and Administration

Get in touch

To discuss our services, please contact us.

Last updated: 21 October 2019

Key contact

John Lane
Partner

Direct dial +44 (0)1904 688506

Email john.lane@rollits.com

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Applying for the grant, collecting and distributing the assets

We anticipate this will take between 10 and 20 hours work at £150 per hour. Total costs estimated at £1,500 - £3,000 (+VAT).

The exact cost will depend on the individual circumstances of the matter. For example, if there is one beneficiary and no property, costs will be at the lower end of the range. If there are multiple beneficiaries, a property and multiple bank accounts, costs will be at the higher end.

We will handle the full process for you. This quote is for estates where:

  • There is a valid will
  • There is no more than one property
  • There are no more than 4 bank or building society accounts
  • There are no other intangible assets
  • There are 2-4 beneficiaries
  • There are no disputes between beneficiaries on division of assets. If disputes arise this is likely to lead to an increase in costs
  • There is no inheritance tax payable and the executors do not need to submit a full account to HMRC
  • There are no claims made against the estate

Disbursements not included in this fee:

  • Probate application fee of £155
  • £7 Swearing of the oath (per executor)
  • Bankruptcy-only Land Charges Department searches (£2 per beneficiary)
  • £200 Posts in The London Gazette & in a Local Newspaper – Protects against unexpected claims from unknown creditors.

Disbursements are costs related to your matter that are payable to third parties, such as court fees. We handle the payment of the disbursements on your behalf to ensure a smoother process.

Potential additional costs

  • If there is no will or the estate consists of any share holdings (stocks and bonds) there is likely to be additional costs that could range significantly depending on the estate and how it is to be dealt with. We can give you a more accurate quote once we have more information.
  • If any additional copies of the grant are required, they will cost £2 (1 per asset usually).
  • Dealing with the sale or transfer of any property in the estate is not included.

How long will this take?

On average, estates that fall within this range are dealt with within 3-6 months. Typically, obtaining the grant of probate takes 6-12 weeks. Collecting assets then follows, which can take between 3-6 weeks. Once this has been done, we can distribute the assets, which normally take 3-6 weeks.

Our Team

We have five members of the team who may work on your matter. Regardless of who works on your matter, they will be supervised by John Lane, Partner and Head of Private Capital.

John Lane - Partner (York) specialising in personal tax, trust, probate and charity work with a particular emphasis on estate planning landed estates and trusteeships. Qualified in 1988; Simpson Curtis, Leeds (1986-1982); Joined Rollits in 1993. Member of the Society of Trust and Estate Practitioners (STEP).

Sue Brad - Associate (York) specialising in wills, trusts, estate administration and Lasting Powers of Attorney. Qualified in 2004; Lee & Priestley, Leeds (2002–2004); Joined Rollits in 2005. Member of the Society of Trust and Estate Practitioners (STEP).

Sarah Adams - Associate (Hull) specialising in private capital matters including estate and succession planning, preparation of wills, creation of trusts and care home fee planning, administration of estates, powers of attorney and Court of Protection applications. Joined Rollits in 2011; Qualified in 2013. Member of the Society of Trust and Estate Practitioners (STEP).

Emma Fawke - Solicitor (Hull) specialising private client work including Wills, Estate Planning and Administration matters, as well as Lasting Powers of Attorney. Qualified in 2011; Graham & Rosen Solicitors, Hull (2006 - 2007); Payne & Payne, Hull (2008 - 2016); Andrew Kingston & Co, Hull (2016 - 2018); Joined Rollits in 2018.

Complaints

We want to give you the best possible service. However, if at any point you become unhappy or concerned about the service we have provided then you should inform us immediately, so that we can do our best to resolve the problem. If you would like to make a formal complaint, then you can read our full complaints procedure here.