Our Services

Valuing assets and paying debts
Over a lifetime, everyone accumulates assets and debts. As part of the estate administration process, everything has to be dealt with. OPEA will handle everything on your behalf so that you have complete peace of mind.

Legal and tax
From applying for the Grant of Probate to dealing with Inheritance Tax, estate administration involves a significant amount of legal and tax work. Our team of experts manage all of this work on your behalf. Quickly and efficiently.

We’ll protect your family
Estate administration can be complex. That’s why we take on full responsibility so that you don’t have to worry. We’ll take care of everything on your behalf.
Dealing with property
The family home can be the most valuable part of an estate, financially and emotionally. To help deal with this crucial part of the estate administration, we work to be able to help you achieve the best price, quickly, and to manage the legal requirements of selling or transferring a property.
All the paperwork
OPEA will deal with all of the paperwork and make the necessary calls, so you don’t have to. This includes dealing with HMRC, liaising with utility providers, resolving pension enquiries and more. All of these tasks are an additional burden at a difficult time.

Paying inheritance quickly
You’ll want us to deal with the estate and distribute the assets as soon as possible. That’s why we try to make initial payments to beneficiaries quickly, and at regular intervals. You and your family will receive your entitlement as soon as possible.
Optimum Probate & Estate Administration also offer the following services:
- Research and assess the value of the deceased’s Estate
- Prepare Inheritance tax accounts
- Deal with income and Capital gains tax liabilities of the Estate
- Gather assets and pay creditors
- Advise beneficiaries and executors of the tax implications with selling any assets
- Prepare tax returns for personal representatives
- Provide final Estate accounts
- Storage and safekeeping of Wills
- Lasting Power of Attorney
OPEA packages

Grant Only

Grant and assets
Includes collecting in and distributing up to four assets, or transferring them to up to two beneficiaries. An asset does not include property.
£1,350 including VAT excluding Probate Fee

Grant, Trust and Property Solutions
- Grant and transfer of property
- Grant and Trust of property
- Grant and Nil Rate Band Discretionary Trust
Each option has a fee of £1,850 including VAT excluding Probate Fee

Full Estate Administration
From £2,100 excluding VAT and the Probate Fee