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Probate Questionnaire

Estate administration is often complex and can take a lot of time. For this reason, appointing professionals to help you from the beginning can reduce the pressures on you. 

We know one of your main concerns may be the costs for our services which is why we have created this useful calculator which is designed to enable us to provide a more accurate quote for our professional fees for us dealing with the most common aspects of the administration process.

Once you have completed the calculator, our specialist team will be in touch and we can arrange an appointment with you so we can start the administration process.  We have a number of different services and pricing options so we can find the best fit for you.

If you have already completed the simple Probate Calculator on our firm's website and been provided with a link to complete this questionnaire then the information you have already provided will be automatically filled in to save you time.

Do not worry if you can't complete all of the questionnaire, just fill in what you can at this stage and we can assist with the rest.

Your details

Deceased details


We need a little information about the person who has died. This could impact on matters such as Inheritance Tax and how their estate is to be distributed.

Legacy details

About the people to receive a legacy - Please provide their title, name, address, telephone number and email address and confirm whether they are over or under 18 years of age.

Executor details

Please provide details for all executors named in the Will. If any have died, you do not need to include their details.

Residuary beneficiaries

About the people who will share the residuary estate - Please provide their title, name, address, telephone number and email address and confirm whether they are over or under 18 years of age.

If there is no Will then the estate will be administered in accordance with the intestacy rules. We can discuss this with you in more detail but we will need to know the following:


Enter the number of each of the following

Joint Assets

What did they own jointly with other people?

Utilities and expenses

Please confirm how many of each of the following accounts you wish for us to manage on your behalf.


Did they have any debts?

Please enter the number of the following:


HMRC Income Tax

HMRC Inheritance Tax

General Information

We just need a few more details from you

Would you prefer to be contacted by Email/phone/letter


Contact us

There are some exceptions to the calculator estimate, the following are charged separately: 

  1. Conveyancing of a property within the estate
  2. Dealing with any assets held in trust
  3. Deed of Variation
  4. Overseas assets
  5. Dealing with businesses and farms
  6. Negotiating values with HMRC