How we help beneficiaries.
Focused, unreserved support at every stage, from first concern to resolution.
All services are unreserved and pre-action. We act only for beneficiaries.
Probate Fact-Finding Consultation
The starting point. A structured consultation focused on establishing the facts: what has happened, what has not happened, and what evidence exists. We review the Will and Grant of Probate where available, together with correspondence, messages and any other material relevant to the Estate. You will receive an initial verbal assessment of your position during the consultation, and we will discuss the options open to you.
Consultation Overview Assessment
A documented overview of your position. Following the consultation, your information and evidence are analysed and set out in writing: a clear landscape view of where matters stand and what the evidence shows. An optional service, discussed with you during your consultation.
Probate Position Assessment
A detailed written assessment prepared from the evidence gathered, setting out the issues arising and the options available to you, so that any next step is taken on an informed basis. An optional service, discussed with you during your consultation.
Correspondence with the Executor
Where appropriate, we prepare and send a formal, evidence-based request to the Executor for the information and account of the Estate you are entitled to. An optional service, discussed with you following your assessment.
Each service is discussed with you before it begins, so you always know what is being provided and what it costs. Fees are confirmed in writing in advance.
Why each step follows the last.
Each service builds on the one before it, and for good reason. A letter to an Executor is only as strong as the evidence behind it, so correspondence is not sent until your position has been properly documented and assessed. Skipping that groundwork produces weak correspondence and can leave you exposed later.
This also matters if a matter ever proceeds further. Beneficiaries are expected to show they have made genuine, reasonable efforts to obtain information and resolve concerns before taking any formal step. A documented, evidence-based approach demonstrates exactly that, and it is why we do not move straight from a conversation to correspondence.
Tell us what has happened.
Every enquiry is reviewed personally and treated in the strictest confidence.