Probate and Legal Pack

Navigating the legal steps in probate and property sales can be complex — but with the right professionals and preparation, the process can be smooth and efficient.

The Role of Solicitors

Solicitors play a crucial role in guiding executors through the complex probate process and ensuring a smooth property transaction. Their involvement can help avoid months of delays.

Probate

• Solicitors apply for and obtain the Grant of Probate, which is required before a property can be legally sold.
• We provide a probate valuation of the property to assist you and your solicitor in the application process.

Current Timescale:
As per the latest UK Government guidance, the average processing time for a Grant of Probate is approximately 12 weeks from the date of application. Once granted, the property is legally ready for sale.

Conveyancing

• Solicitors manage the legal aspects of the property sale.
• In many cases, the same solicitor can manage both probate and conveyancing. Larger firms may initially assign a probate specialist and later transfer the file to a conveyancing solicitor once the property is ready for sale.
• We recommend trusted probate and conveyancing solicitors based on proven track records and fair fees.

Note: We do not receive referral fees or commissions. Solicitors will provide an estimate of their fees for both probate and conveyancing services.

Seller’s Legal Cost Contribution

Our terms of sale include negotiating a 0.5% + VAT seller’s legal and marketing contribution to be paid by the buyer.
This assists in minimising your out-of-pocket professional fees.

Anti-Money Laundering (AML) Compliance

To comply with AML regulations, both we and your solicitor require certified proof of identity from all executors and property owners.

This typically includes:

• A certified copy of a passport or driving licence
• A recent utility bill or bank statement as proof of address

Legal Pack Preparation Enables a Fast, Transparent Legal Process

We work proactively with your solicitor to prepare a complete legal sales pack, ensuring all parties can transact with confidence and without delay.

This typically includes:

• Copy of the legal title
• Contract of sale
• Local authority and water searches
• Energy Performance Certificate (EPC) – a legal requirement
• Property Information Forms (we can assist you in completing these)
• Any certificates or warranties related to the property

For leasehold properties:

• A full management pack from the landlord or managing agent
• A copy of the lease
• Receipts for ground rent, insurance, and service charges

Contract & Deposit Terms

Standard contract terms include:

• 14 days to exchange from receipt of legal papers
• 28-day completion period after exchange
• A £3,000 holding deposit is paid by the buyer. This is deducted from the 10% deposit and applied toward the final purchase price.
• The buyer pays 0.5% + VAT of the purchase price as a contribution to the seller’s legal and marketing costs, in addition to the agreed sale price.

Completion & Fee Distribution

Upon completion of the sale:

• Your solicitor will settle all agreed legal and estate agency fees.
• The remaining proceeds will be distributed in accordance with the Will and the Grant of Probate.

Contact

Contact us for solicitor recommendations or any legal enquiry you may have using the form below