Dealing with probate after losing a loved one can be overwhelming, both emotionally and practically. A solicitor can ease the burden by guiding you through the legal process, ensuring the estate is administered correctly. Choosing the right solicitor is therefore an important decision. Below is a clear, practical guide to help you make the right choice.

1. Check Their Experience in Probate Law

Not all solicitors specialise in probate. Some focus on areas such as conveyancing or family law, so it’s important to ensure you are dealing with someone who has specific experience in estate administration.

Look for:

• A solicitor who regularly handles probate matters
• Membership of organisations such as STEP (Society of Trust and Estate Practitioners)
• Experience with estates similar in complexity to yours

If the estate involves property, business assets, or potential disputes, specialist expertise becomes even more important.

2. Understand Their Fee Structure

Probate solicitors can charge in different ways, and costs can vary significantly. Common fee structures include:

• Hourly rates – You pay for the time spent on the matter
• Fixed fees – A set price for the entire probate process
• Percentage of the estate – A proportion of the estate’s value

Always ask for a clear written estimate and ensure it includes:

• VAT
• Disbursements (e.g., probate registry fees, valuation costs)
• Any additional charges for complex issues

Transparency at the outset helps avoid surprises later.

3. Compare More Than One Solicitor

It’s advisable to obtain quotes from at least two or three firms. This allows you to compare:

• Pricing structures
• Level of service offered
• Communication style

Be cautious of choosing purely on cost. A very low quote may indicate limited service or hidden fees later on.

4. Assess Communication and Availability

Probate can take several months, sometimes longer. You’ll want a solicitor who communicates clearly and keeps you informed.

Consider:

• How quickly they respond to your initial enquiry
• Whether they explain legal terms in plain English
• Whether you’ll have a dedicated point of contact

A good solicitor should make you feel comfortable asking questions and confident in their guidance.

5. Check Reviews and Recommendations

Client feedback can provide useful insight into how a solicitor operates in practice.

Look for:

• Online reviews (e.g., Google, Trustpilot, ReviewSolicitors)
• Personal recommendations from friends or family
• Testimonials on the firm’s website

Consistency in positive feedback—particularly regarding communication and reliability—is a strong indicator of quality service.

6. Confirm Regulation and Credentials

Make sure the solicitor or firm is regulated by the Solicitors Regulation Authority (SRA) in England and Wales. This ensures:

• They meet professional standards
• You have recourse if something goes wrong
• Client money is properly protected

You can verify a firm’s status on the SRA website.

7. Consider the Level of Service You Need

Some estates are straightforward, while others are more complex. Think about what level of assistance you require:

• Full service probate: The solicitor handles everything from start to finish
• Grant-only service: Help with obtaining the Grant of Probate, with you handling the rest

Choosing the right level of service can help manage costs while ensuring you get the support you need.

8. Look for Local Knowledge (If Relevant)

While many probate matters can be handled remotely, there can be advantages to using a local solicitor, particularly if:

• There is property to deal with nearby
• You prefer face-to-face meetings
• The solicitor has local knowledge of estate agents or valuers

That said, expertise and service quality are generally more important than location.

9. Trust Your Instincts

Finally, trust your judgement. Probate is a personal and sometimes sensitive process. You should feel:

• Comfortable discussing matters openly
• Confident in the solicitor’s advice
• Assured that your best interests are being looked after

If something doesn’t feel right, don’t hesitate to look elsewhere.

Conclusion

Choosing a probate solicitor is about balancing expertise, transparency, and trust. By taking time to compare options, ask the right questions, and assess both cost and service, you can find someone who will guide you through the process efficiently and with sensitivity.

If you approach the decision carefully, the right solicitor can make a difficult time significantly more manageable.

Contact our award-winning team based in Leicester and Market Harborough today for tailored probate advice, support and peace of mind. Contact Us

Created by AI and checked by a qualified Solicitor