Client Estate & Probate Service

Guiding you through the process from valuation for Probate through to disposal or transfer to beneficiaries

Losing a loved one is an incredibly difficult experience. But when you have to take on the role of executor the situation often feels overwhelming.

That’s where Farley & Thompson’s Estate & Probate service comes in. It provides you with the support of an experienced probate team and an extensive range of resources — a “one-stop shop” for the validation, valuation, administration and dealing in shares left as part of an estate.

How does it work?

If the deceased left a will, and depending on the value of the estate, you may need to apply for a grant of probate. This is a legal document that enables their estate to be distributed. If the deceased passed away without leaving
a will (“died intestate”), you will receive a grant of letters of administration.
Once either grant has been registered, we will be able to undertake the sale of shareholdings on behalf of the executors, or assist with the in specie transfer from the deceased to the beneficiaries.

What does the service include?

Confirmation of all shareholdings at date of death
Information on any discrepancies, name changes or company reorganisations
Formal valuation of shareholdings and any dividend or interest income due at date of death
Registration of death with the company registrars
Collection of unclaimed or reissued dividends
Help with obtaining indemnities for any missing certificates
Preparation of documents for the sale of certificated or electronic shareholdings
Tax year-end information

What other services do we provide?

As well as helping you to wind up the estate, Farley & Thompson also operates a range of advisory and discretionary investment services. We are happy to offer a free initial consultation to beneficiaries, with a view to providing investment advice or portfolio management over the longer term.

What are the charges for this service?

We aim to be transparent about our charges so you will always know what the cost of the service will be. Preparation of a probate valuation and the disposal of estate shareholdings is comprised of a fee and dealing commissions. Registration of death and validation of estate shareholdings will incur additional costs. For the full list of charges relating to this service, please contact us and ask for the Estate & Probate Service Schedule of Charges. The below is a summary of the current fee structure.
Probate Valuation Fee

0.25% on the value of the portfolio
For definitions, please click on the word or see our Glossary.

For more information please contact us

Pine Grange, Bath Road,
Bournemouth, BH1 2NU
Call Us On
01202 295000
Our mission is to build trust, provide clear and comprehensible advice, be accessible to our clients and strengthen relationships that last across the generations.
Authorised and regulated by the Financial Conduct Authority

Member of the London Stock Exchange

Farley & Thompson LLP is a Limited Liability Partnership registered in England and Wales under number OC324180

Registered address: Pine Grange Bath Road Bournemouth BH1 2NU
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