Case Studies

Case Study 4 – Jonathan’s Story

We were called by a barrister whose father had recently died. He had heard of our service and was keen to have a meeting. Although he obviously had a good understanding of probate, he practiced in another area of the law and wanted Valued Estates to do everything on behalf of his surviving mother as quickly as possible. In this full service probate case study, see how we supported the family with their fathers estate.

His father’s estate included: –

  • A Will with several gifts to charities
  • A four bedroom house and contents in Berkshire
  • Guardian Financial Services portfolio
  • British Gas
  • Thames Water
  • Council Tax
  • TV license
  • HMRC
  • DWP
  • Natwest account
  • Natwest credit card
  • Nationwide
  • The Coventry Building Society
  • BNY Mellon investment
  • Local government pension
  • State Pension
  • Passport
  • Driving license
  • Car

Our fixed fee was agreed at the outset and covered the following aspects of a full service estate administration service: –

Feedback was sent by email every week to both mother and son to keep them updated with progress. We liaised primarily with the son who was able to continue working as normal during the administration process.

To find out how we could help you, click here or call us on 01920 449700.

Case Study 1 – Peter’s Story

We received a call from one of two brothers in their 40’s who had both moved to Australia. They had returned to Bedfordshire to care for their father in the last few weeks of his life. After picking up one of our probate booklets at the funeral directors, a free advisory meeting was set up […]

Case Study 2 – Joan’s Story

We had a call from a 78 year old lady whose brother had died. Her brother was single and did not have any children. She too was not married and had no children to help. She had been given our details from her niece whose mother’s estate we had dealt with 2 years previously. Alec […]

Case Study 3 – John’s Story

We were contacted by a man in his 20’s whose father had passed away without a Will. His parents had divorced and he had not seen his two elder brothers for some time and he did not know how to contact them. He was unsure what was involved with his father’s estate as he had […]

Case Study 5 – Graham’s Story

We were called by a past client for the fifth time. His mother-in-law had died at Christmas in a care home. The children had recently sold their parents’ house to pay for the care fees. Unfortunately, she had died after only a few weeks at her new home. In this probate case study, probate was […]

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