Fast & reliable legal services in Sawbridgeworth


Office hours

Monday: 9am - 5pm
Tuesday: 9am - 5pm
Wednesday: 9am - 5pm
Thursday: 9am - 8pm
Friday: 9am - 5pm
Saturday: By appointment

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By using our regulated probate service your probate application will be submitted in as little as 7 days

Why choose Boyletts Law?

  • Your own dedicated Probate Lawyer dealing with your matter
  • FIXED FEE with no hidden costs – what you are quoted at the beginning is what you will pay
  • No upfront payment required
  • You can contact us at any time after instructing us and we will update you and answer any questions without you incurring additional costs
  • Face to face meetings or option to start the process online
  • We are a regulated law firm for your peace of mind
  • We do not charge a percentage of the value of the estate
  • We were shortlisted in the Solicitor Firm of the Year (South) category at the British Wills and Probate Awards 2021
  • Our Company Director Kim Boylett received the Highly Commended Private Client Lawyer of the Year Award at the CILEx National Law Awards (2019)


We provide a nationwide probate service with your own dedicated probate lawyer. We offer a free initial chat in order to understand the complexity of the estate, and there is no upfront fee.

We understand how difficult it can be to handle the legal and financial affairs of a loved one after they have died, when you are already going through such a difficult time. This process, known as probate, is likely to be unfamiliar to you and a daunting prospect. That is why it is so important to use a qualified Probate Solicitor to deal with it for you. Our friendly and sympathetic team will you guide you through each stage of this process.

What is Probate?

In simple terms Probate is a document which gives the legal authority to manage the estate of a person who has passed away. The dictionary defines probate as the official proving of a Will, however nowadays probate is referred to as the process of dealing with someone’s estate after they have died.

The Grant of Probate is applied for by the executors named in the deceased’s Will or the person with the authority under the rules of intestacy when someone dies without a will.

An executor is responsible for all legal and financial responsibilities within the estate as follows:

  • Securing any property owned by the deceased and ensuring there is adequate insurance in place
  • Completing a schedule of all assets held in the name of the deceased
  • Obtaining accurate valuations of all assets as at the date of death
  • Completing Inheritance Tax accounts
  • Completing Probate papers
  • Arranging payments of inheritance tax
  • Collecting in all assets and money due to the estate
  • Selling or transferring property
  • Paying any outstanding taxes and liabilities
  • Obtaining clearance from HM Revenue and customs
  • Completing full estate administration accounts
  • Distributing the estate to the beneficiaries named in the will (or the beneficiaries under the rules of intestacy if there is no Will)

When is Probate required?

A Grant of Probate is required on assets in the sole name of the deceased.

All banks, building societies and other financial institutions have different thresholds for when Probate is required. For example, if your grandmother’s bank account has £15,000 remaining when she died and the bank’s threshold for Probate is £30,000, it is likely that you will be able to access these funds without requiring a grant of probate.

Probate is nearly always required on assets over £30,000 and of course on any property owned in the sole name of the deceased.

The Probate Process

Probate and Estate Administration can involve complex legal work which can be broken down into separate stages:

Stage One:
Arranging the valuation of all the deceased’s assets to include property, personal effects, bank accounts, investments and shares and obtaining up to date valuations of all liabilities such as loans, mortgages, and any other liabilities. This is to ascertain the value of the Estate.

Stage Two:
Confirming the validity and terms of the deceased’s Will, or the authority and beneficiaries under the Rules of Intestacy (if they died without a Will) and obtaining identification for all Executors/Administrators and Beneficiaries.

Stage Three:
Completing the correct inheritance tax account. This is required regardless of whether there is any tax payable and there are a number of different forms to complete, depending on the value of the Estate and the tax exemptions which are available to be claimed.

Stage Four:
Paying Inheritance Tax to HM Revenue & Customs which is required prior to the Court issuing the Grant of Probate.

Stage Five:
Completing the Probate papers and making the application to the Court for the Grant of Probate.

Stage Six:
After the Grant of Probate has been issued, all assets in the Estate can be realised, property sold or transferred, and liabilities settled.

Stage Seven:
HMRC can be accounted to for any final balance of Inheritance Tax due to or from the Estate.

Stage Eight:
An application can be made to HM Revenue & Customs for clearance.

Stage Nine:
Estate administration accounts will be prepared showing all monies in and out of the Estate and confirming the balance due to the Beneficiaries. These will be sent to the Executor/Administrator for approval.

Stage Ten:
Subject to there being no challenges to the Estate or any investigation by HM Revenue & Customs which could prevent distribution of the Estate at this stage, the Executors/Administrators will be reimbursed for any expenses and the balance of the Estate distributed among the Beneficiaries.

"My wife and I used Boyletts Law to make our Wills and lasting powers of attorney. They took the time to listen to our situation and advised us on our various options. We are so glad we decided to contact a law firm to do this as, the advice we received was invaluable and our Wills would not have truly reflected our wishes had we made DIY Wills because there are things that we didn't know before we spoke to our lawyer. As well as their amazing expertise, Boyletts Law are friendly, welcoming and extremely professional and I would not hesitate to recommend their services."

William M

"Kim Boylett put my mind at ease and dealt with my matter with total care, professionalism and dedication. You took some of the burden away from me and my family during a very upsetting time. We can't thank you enough."

Barbara S

“It’s about time a Law firm with this high standard of customer service, and professionalism was available. Through a sad time of a family member passing, the process in dealing with the financials was the least and last thing I wanted to deal with. I found Boylett’s Law took me through this procedure with such empathy and knowledge it really was a pleasure in the end! Very highly recommended."

Verity S

"Kim and her team provided clear legal advice in plain language that I could understand. My questions never felt silly and everything was explained to me so I felt in control the entire time. Probate was dealt with efficiently and much quicker than I thought. A super friendly team that made me feel welcome as soon as I stepped through the door I would 100% recommend. Nothing to do with the legal advice but during this pandemic, this team were fully equipped to make me feel safe during this visit."

Dale K

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