Professional Probate Valuation Services

Dealing with the loss of a loved one is an incredibly difficult time. If you have been appointed as an executor of a Will, or if a close relative has passed away without a Will, navigating the legal and financial responsibilities can feel overwhelming.

Before you can access the deceased’s assets or distribute the estate, you will likely need to go through the formal process of Probate. This is the legal procedure where the Court grants you official permission to manage and distribute the estate.

• Grant of Probate: The legal document issued if you were named as an Executor in a Will.

• Letters of Administration: The legal document issued to a close relative if the deceased did not leave a Will.

To obtain these documents and accurately complete inheritance tax forms, you need a precise, legally compliant valuation of the estate’s physical assets. That is where we step in.

HMRC-Compliant Valuations You Can Trust

Realise Solutions  is proud to offer a sensitive, respectful, and highly professional probate valuation service tailored for solicitors, executors, and beneficiaries. We take the stress out of the valuation process so you can focus on what matters most.

As accredited members of the National Association of Valuers & Auctioneers (NAVA), our valuers operate under a strict code of professional conduct, ensuring that every valuation is completely impartial and accurate.

Our Valuation Standards:

• HMRC Compliant: All valuations are conducted on an ‘open market’ basis in strict accordance with Section 160 of the Inheritance Tax Act 1984.

• Detailed Inventories: Items valued over the £,1500 threshold are researched and listed individually, while remaining chattels are grouped into a broader ‘global’ listing.

• Specific Bequests: Where a Will dictates that specific items go to specific beneficiaries, we are more than happy to assist in identifying and valuing these individual pieces.

Our Simple, Stress-Free Process

We are committed to making this process as smooth and straightforward as possible. Here is what you can expect when you instruct us:

Step 1: Initial Consultation Following your enquiry, a dedicated valuer will call you to gently discuss your requirements, explain our transparent fee structure, and arrange a mutually convenient time to visit the property.

Step 2: The Property Visit Our valuers will attend the property to assess the contents. We pride ourselves on conducting these visits with the utmost sensitivity and respect for the deceased's home and belongings.

Step 3: Your Comprehensive Report Within three weeks of the appointment, we will provide you or your instructing solicitor with a fully researched, typed, and illustrated valuation document. We provide extra copies for co-executors at no additional cost, available as either physical typed copies or a secure PDF.

Step 4: Ongoing Estate Support Our support doesn't have to end with the paperwork. We can also assist you with:

• The immediate secure storage of vulnerable or highly valuable pieces.

• The sale of specific items at auction.

• Organising the full clearance of residual items and rubbish from the property through our trusted third-party partners.

 

We are here to help ease the burden. If you require a probate valuation or simply need some advice on where to begin, please contact us using the details below. We would be glad to support you through this process.