Amy Makaruk, TEP Wills, Trusts and Probate Solicitor
- 01432 352121
Our Wills, Trusts and Probate Team specialise in all aspects of estate administration with over 58 years of post-qualification experience between them. Our team is headed by Amy Makaruk in our Hereford office and supported by Julie Neilson, Gillian Pryce and Dan Owens
We deal with all aspects of estate administration including estates:
At the outset of your matter, you will have a dedicated member of our team to take you through the whole process of the estate administration. Our team is supervised by Amy Makaruk and Julie Neilson.
During an initial meeting, we will ask you for a range of information so that we can best assess what work is likely to be undertaken throughout the administration of an estate and consider with you whether there are any special features. Once we have completed this assessment we are able to provide you with a bespoke estimate of the costs for our professional services, what these services cover, a realistic timescale and will give clear guidance on the payments that will be due to third parties (called disbursements).
We do not charge a percentage value of the estate.
We do not provide fixed costs estimates for estate administration work. The exact cost will vary depending upon individual circumstances However, based upon the experience of our team we are able to give the following examples of costs:
If the estate is likely to be insolvent or there are insufficient assets to cover all of the gifts in the will then we consider this to be a particularly specialised area of estate administration work and will require a bespoke cost estimate that may not be in line with the guidance above.
Our current policy when administering an estate is to charge for the time we spend on the matter according to the hourly rates applicable to the member of our team who has responsibility for the work. These rates may change from time to time. However, you will be informed of any changes and the impact that these may have on our charges. Currently our charging rates for members of our team are as follows:
Amy Makaruk, Julie Neilson and Gillian Pryce – £225.00 plus VAT per hour
Dan Owens – £175.00 plus VAT per hour
A disbursement is a cost payable to a third party and are not included in our costs illustration. We handle the payment of disbursements to ensure a smoother process. Typical disbursements will include some or all of the following:
If the estate is likely to be subject to a dispute, we will consider this with you as early as possible. A dispute is likely to delay the administration of the estate but will also incur additional costs that are not covered by the guidance above. Our litigation department will be able to provide guidance regarding the typical costs relating to disputes or litigation action.
If the estate includes property or land that will be sold in due course, then we can provide you with information regarding our conveyancing costs which are not included as part of our estate administration work.
If we are instructed to prepare and complete a deed of variation, this will incur an additional charge.
If the deceased set up any trusts in the will or if there are statutory trusts arising on intestacy, then any costs relating to the running of those trusts (after the Personal Representatives have transferred assets to the trustees), will not be included in our estate administration costs.
As each estate is different the timescale to administer them will vary. However, for guidance we suggest you allow for the following timescales:
The above information is to illustrate possible timescales. We will always consider with you a realistic timescale based on the factors relevant to your estate and we aim to keep you updated regarding progress throughout.
Each estate is different and therefore the work undertaken will vary from estate to estate. However, it is possible for estate administration to be broken down to the following stages for guidance:
Our experienced solicitors in the Wills, Trusts and Probate team are able to help you plan for your future, for the benefit of you and your family. They will be friendly and sensitive to your needs and use their legal expertise to find solutions to suit you.Find out more