0800 954 01 12

Speak to an award-winning support team to get your questions answered about Probate and Estate Administration.

Dealing with legal matters after a loss can feel overwhelming. We’ve carefully chosen to partner with Trust Inheritance Ltd to provide you with truly supportive, expert guidance.

For over three decades, they’ve dedicated themselves to help families navigate loss.Their award-winning team shares our core values of care, compassion, and professionalism, whilst offering clear, jargon-free practical and legal information delivered with genuine understanding.

Trust Inheritance probate help

  • Lindsay was kind and compassionate explaining everything clearly. She gave me time to ask questions which really mattered when I am struggling, consumed with grief.

  • “Kate listened to my questions and was extremely helpful with the advice she gave me. She showed a lot of patience. But most importantly I felt comfortable in chatting with Kate and it showed me that she cared about what I was going through. Thank you, Kate”

  • “From the first time I spoke to Chris, at one of the most awful times of my life, hereassured me and talked through what would happen next. His care and compassion were amazing and made me feel I wouldn’t be alone. He explained things so well it gave me the confidence to start the processes myself, and I found it quite cathartic.”

Free tools for Executors and Bereaved families

Through our partnership, we’re proud to offer you their DIY Executor Toolkit – free of charge (usually this would be chargeable).

Probate and Estate Administration Services

You don’t have to face probate alone.

Through Trust Inheritance, you can access expert legal support with preferential rates. Whether you need complete assistance or just some guidance along the way, their team will help you understand your options and choose the right level of support for your situation.

Contact them for a free, no-obligation conversation about the level of help that suits you best.

Trust Inheritance Ltd are an affiliate member SAIF (The Society of Allied and Independent Funeral Directors UK), their people are committed to providing a compassionate and professional service during this difficult time.

How do I access this service?

By phone

  1. Retrieve your access code by calling the Bereavement Team at Trust Inheritance on 0800 954 01 12
  2. Your adviser will give you access to the toolkit and help you get started, if you want
  3. Use your access code when prompted

Online

  1. Head here and click on the Online Probate Service
  2. Create a free account
  3. Take a look around, the first two steps are free
  4. If you decide to continue using the toolkit, call the Bereavement Team Trust Inheritance on 0800 954 01 12 and ask for your voucher code

DIY Probate Service

(free to Rosedale families)

The online DIY probate toolkit allows you to fully administer an estate, and apply for Probate online. It will guide you through every necessary practical and legal step following a bereavement – in manageable chunks.  From locating a Will, to applying for Probate and distributing funds to beneficiaries. Once complete, you will have fully administered an estate according to the Law in England and Wales.

  • Allows you to complete the application for Grant of Probate
  • Auto-populates letter templates for companies and banks
  • Generates estate accounts
  • Populates relevant HMRC forms

Professional Probate Service

(Preferential rate)

The Professional Probate service is an ideal Estate Administration option for those who want to save money by completing some of the admin yourself. While resting easy in the knowledge that a legal professional is with you every step of the way to prevent mistakes, and speed things up. This option has all the benefits of the Online Probate Service, as well as a legal advisor who will help you to fast track your Grant of Probate Application.

  • Retain control of administering the estate
  • A Legal Advisor will help you to fast track the Grant of Probate
  • Release funds sooner by obtaining a Grant of Probate within weeks, not months
  • Free property sale if required
  • Includes technical and legal support
  • One-off fixed fee

Appoint a solicitor

(Preferential rate)

The full estate administration service is ideal for those who would like to hand everything over to a solicitor in order to complete Estate Administration and fulfil their obligations as an Executor or Personal Representative. A fast-tracked Grant of Probate is included and completed on your behalf.

  • Simply hand everything over to a Solicitor
  • Regular updates to keep you informed of progress
  • Your Solicitor will assume liability for the administration of the estate