Sunbury Legal Services

Lodge Brothers Legal Services in Sunbury are part of the Lodge Brothers Funeral Directors family of companies. We therefore have access to over 40 local branches, covering the whole of Sunbury and many areas within the counties of Surrey, Middlesex and Berkshire, where we can meet our clients face to face.

For a free no obligation quote,
call Sophie or Emily on020 3540 6658

PROBATE IN Sunbury

ALL OUR FEES ARE FIXED AND AGREED IN ADVANCE.

When a family member or loved one dies, dealing with estate administration can be a daunting task and is often the last thing on a person’s mind. We offer an efficient, professional and above all personal service to make your life easier at such a distressing time.

The process of administering an estate is commonly known as ‘Probate’ and involves:

ascertaining the value of the Deceased’s assets and liabilities;
dealing with the Inland Revenue Inheritance Tax return;
preparing the probate papers;
applying to the Probate Registry for the Grant of Probate or Grant of Letters of Administration
collecting in the assets of the estate and settling the liabilities once the Grant is received.

Probate will be required to:

sell or transfer a house
sell or transfer shares
in most cases to close bank accounts

The assistance required by the Executors will depend on:

the finances of the Deceased
the terms of the Will
the family circumstances
how much work the Executors are willing or able to do

PROBATE PROPERTY VALUATIONS IN Sunbury

When dealing with the disposal of an estate, there is often a need for a property valuation or sale. Our preferred estate agent for this work is Curchods. Our shared core values and established business partnership relationship allow our clients to benefit from preferential commission rates.

Get the right valuation to save tax

Getting the right valuation for probate can result in Inheritance Tax or Capital Gains Tax savings. It is really important that your estate agent is familiar with the probate process and works together with your legal adviser, in order to achieve the best tax saving result possible in each individual circumstance.

To find out more and to request your probate valuation please visit the Curchods website.

WILLS IN Sunbury

ALL OUR FEES ARE FIXED AND AGREED IN ADVANCE.

Only 30% of people in this country have made a Will. This is because we do not like thinking about death and we are unaware of the importance of having a professionally drafted Will. Once a person overcomes their fears and makes a Will they find that it is a positive step that gives them great peace of mind. They are reassured that their affairs are in order.

If you die without a Will you die “intestate”, which means:

the intestacy laws set out which of your family members inherit, and the amount
your spouse will not necessarily inherit all of your estate
if you are unmarried, your Partner will not inherit anything

A legally valid Will, carefully prepared by a qualified expert Solicitor, will ensure that:

you provide for your loved ones in the way you wish
you choose the Executors who will administer your estate
you choose the Guardians for your minor children
you can take steps to reduce the Inheritance Tax payable

You can also choose to appoint Lodge Brothers Legal Services as the Executors of your Will. We will ensure that your estate is dealt with promptly and efficiently so that your loved ones do not have the responsibility but do receive their inheritance as quickly as possible.

Fixed fee for a single Will starting from £325 +VAT (£390 inc. VAT).
Fixed fee for mirror Wills starting from £500 +VAT (£600 inc. VAT).

All our fees are fixed and agreed in advance.

For a free no obligation quote,
call Sophie or Emily on020 3540 6658

LASTING POWER OF ATTORNEY IN Sunbury

ALL OUR FEES ARE FIXED AND AGREED IN ADVANCE.

A Lasting Power of Attorney (“LPA”) is a legal document that lets you appoint another person, the attorney, to make financial and/or welfare decisions on your behalf, if in the future you become unable or unwilling to make your own decisions.

There are 2 types of Lasting Powers of Attorney:

Property and Financial Affairs

gives your Attorney authority to deal with your property and finances
can be used whether or not you lack mental capacity
your Attorney will be able to manage your bank account, pay your bills, collect your pension and sell your home

Health and Welfare

allows your Attorney to make welfare and health care decisions for you, including decisions about life sustaining treatment
can only be used if you lack mental capacity to make your own decisions
your Attorney can make decisions about your daily routine, medical care and care home

If an LPA is not in place when mental capacity is lost, an application must be made to the Court of Protection for a Deputy to be appointed. This is a complicated and costly process, and the Court of Protection will be involved on an ongoing basis.

We can advise on making LPA’s, prepare the documents and deal with registration at the Office of the Public Guardian (“OPG”).

All our fees are fixed and agreed in advance starting from £475 +VAT (£570 inc. VAT) plus OPG registration fee of £82.

Lodge Brothers Legal Services is regulated by the Solicitors Regulation Authority

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