Will and Probate Services

Expertise you can rely on

Your money, their future, our support

Stress-free support in Wales

At Harries Watkins Jones, our will and probate services team understand how difficult the world of probate can be. There are many things to take care of, each of them requiring a level of focus and understanding that is difficult at the best of times, not least when there is a bereavement. We let our compassion, commitment, and honesty shine through, every step of the way.  We offer local support across the whole of Wales and have offices conveniently located in Bridgend, Cardiff & Pontyclun

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We will guide you through each step

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We’re always on hand for any questions

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We relieve the stress of a difficult and emotional process

So that nothing comes as a surprise, to give you additional peace of mind, here is an outline of our process. This is tried and tested, will minimise any difficulties and leave you feeling calm and in control.

Step 1

Step 2

Step 3

Step 4

Step 5

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Will or no will

Is there an existing will, which will either lead to probate or letters of administration.

Valuation

We will determine the value of any assets that might have been held by the deceased.

Inheritance Tax

We help to calculate any inheritance tax, advising you on how best to pay within the deadline.

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Obtaining the grant

If probate or letters of administration are required, we will help with the application process.

Administration

We will help with management of the estate, including  beneficiary payments.

Step 1

l

Will or no will

Is there an existing will, which will either lead to probate or letters of administration.

Step 2

Valuation

We will determine the value of any assets that might have been held by the deceased.

Step 3

Inheritance Tax

We help to calculate any inheritance tax, advising you on how best to pay within the deadline.

Step 4

i

Obtaining the grant

If probate or letters of administration are required, we will help with the application process.

Step 5

Administration

We will help with management of the estate, including beneficiary payments.

Timings and steps may vary from case to case. For more information, or if you have any queries, please get in touch or browse our questions answered page.

Will and Probate services – a breadth of knowledge

There are several key areas of probate. At Harries Watkins Jones our team of legal, tax and accounting experts are familiar with every step of the process, offering will and probate services expertise on issues such as identifying beneficiaries and Inheritance Tax reliefs. We also offer several related services. With constant updates and revisions of our methods, in line with the latest legislation, we always aim to give you the best possible outcome.

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Probate services

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Letters of administration

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Lasting Powers of attorney

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Executor services

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Will writing service and advice

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Inheritance Tax specialist

Don’t just hear it from us

What people
say about us

“Harries Watkins Jones provided me with a top-notch service when filing my tax return for an inherited property. They were aware that I was struggling with the emotional side of things and they provided a clear and professional service while maintaining sensitivity throughout. During the pandemic they provided me with the same level of service remotely and were at hand at all times for queries.”

Mr R Hext

Give us a call

If you have any will and probate services questions, don't hesitate to get in touch with our friendly and supportive wills and probate services team. We're here for you.

Institute of Chartered Accountants in England and Wales
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British Estates Succession and Trust Practitioners – the ‘BEST
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The National Will Register