Wills, LPAs and Probate

PRIVATE CLIENT DEPARTMENT

Our team of Lawyers have many years of collective experience in delivering high quality work over a comprehensive range of services including Probate and Estate Administration, Will drafting, Trust creation and administration, Deputyship Orders, tax planning and Powers of Attorney.

Making the best provision for your family for now and in the years to come requires careful planning with help from an experienced and professional Firm of Solicitors. Whether you are seeking to arrange how your Estate should be divided or require advice as to how to mitigate the burden of Inheritance Tax or have recently suffered a bereavement, our team is trained to advise and assist you in all matters associated with Wills, Lasting Powers of Attorney and Probate.

FEES
Further to this fee scale please note more detailed information set out below.


Wills
Our fee for a single standard Will will be £250 plus VAT. Our fee for mirror Wills (i.e. a joint instruction where reciprocal provision is made will be £425 plus VAT.

Our fee will cover taking your instructions, preparing the draft Will, sending the draft Will to you for your approval, drafting any amendments as necessary and attending upon you to explain the terms of the Will and thereafter to deal with its execution.

We will advise you as to the likely inheritance tax consequences of the provisions which you have asked us to include in your Will on the basis of the information which you have given to us. If you require additional advice regarding tax efficiency or on life-time tax planning, then additional fees may arise which we will discuss with you at the time.

These fees assume that no unusual difficulties will be encountered but if the matter proves to be more complex or time consuming than is normally expected our fee may be more. We will explain and agree this with you before proceeding. Additional work will be chargeable at the hourly rate applicable to the relevant Fee Earner dealing with the matter as listed below. You will always be advised of any additional fees before they are incurred and charged to you.

We would normally expect to send out to you a draft copy of a standard Will within seven working days of you providing us with clear instructions. If the instructions are complex or involve complicated drafting it may take a further seven days. This timescale may be extended further if it is necessary to involve a third party such as a doctor to provide a capacity assessment. Once the Will has been approved and you have informed us you are ready to proceed, we would expect to arrange an appointment to deal with the signing of the engrossed Will within a further ten working days.

Lasting Power of Attorney
You may make a Lasting Power of Attorney for financial decisions and/or a separate Lasting Power of Attorney to cover Health & Care decisions. Our fees for Lasting Powers of Attorney for one person whether for Financial or Health & Care Decisions is £450 plus VAT for one or £650 plus VAT for both type.

If a joint instruction from two people our fees would be £650 plus VAT for one type each or £850 plus VAT for both types each.

For each individual LPA submitted there is a Court fee of £82, although a fee remission is possible depending on your financial circumstances. We can explain this to you and assess whether you may be entitled to seek a remission when we meet with you.

The work involved for the above fees cover advising you on LPAs and your options, taking your instructions, preparing draft documents, sending the drafts to you for approval, making any amendments as necessary, attending upon you to explain the terms and effect and thereafter to deal with execution, including acting as a Certificate provider where requested. Where necessary, to prepare the papers to notify any third party as appropriate; apply for registration of each LPA; lodge application papers with the Office of the Public Guardian; confirm once registration completed and supply a certified copy of each registered LPA.

Any additional work will be chargeable at the hourly rate applicable to the relevant Fee Earner dealing with the matter as listed below.

Our experience shows us that realistically the average timescale to lodge a Lasting Power of Attorney for registration is four to eight weeks from the date on which you provide us with sufficient details to draft an LPA until the finalisation of the signing of the LPA. This timescale may be extended if it is necessary to involve a third party such as a doctor to provide an assessment or to act as certificate provider. For the Office of the Public Guardian to register an LPA and return the registered documentation to us takes around eight to ten weeks. The timescale could be extended if there is any objection to the application to register an LPA or an application for an exemption or remission of the registration fee is claimed.

Fees for covering other services, including creation and administration of settlements and Trusts, Living Wills, tax planning and Deputyship applications are available on request by contacting any member of our experienced Departmental Team.

LAWYERS

Regardless of who works on your matter, they will be supervised by Andrew Goss, Partner and Head of Probate and Estate Administration.

Andrew Goss – Partner
Andrew is a Partner and Head of the firms long established Private Client Department. He qualified as a Solicitor in 1995 after gaining a Degree in Law from the De Montfort University. He completed his training contract at a Firm in High Wycombe before moving to their Dorset office in 1995 where he became the Managing Partner. Andrew joined Jacobs & Reeves in May 2018.

Andrew also has a wealth of experience in handling Trusts and Estates. Andrew has completed numerous professional development courses in Probate and Estate Administration.

Current Hourly Charging Rate: £280 plus VAT where fixed fees do not apply

Claire Channer
Claire is a Paralegal Assistant to Andrew Goss having previously been the Personal Assistant to the Department Head. Claire has been employed at Jacobs & Reeves for over 16 years and has considerable experience in the Private Client Department.

Claire specialises in the preparation of Wills and has prepared a number of complex testamentary provisions to suit the client’s particular needs.

Current Hourly Charging Rate: £165 plus VAT where fixed fees do not apply