Lodge Brothers has been assisting families with funerals for over 230 years offering a professional and personal service that our clients have come to rely on. We are aware that many of our clients require legal services and in order to be able to assist our clients further we have set up Lodge Brothers Legal Services. Our clients can turn to us for accessible, affordable legal advice in relation to Probate, Wills and Lasting Powers of Attorney.
Sophie joined Lodge Brothers as Head of Legal Services in 2016 to develop and set up its legal services business. Lodge Brothers Legal Services is a separate company, which has been granted a licence by the Solicitors Regulation Authority, allowing Lodge Brothers Legal Services to provide professional Legal Services to its clients through its own legal team.
Sophie grew up in Surrey and studied law at University College London and the College of Law in Guildford qualifying as a Solicitor in 1997. Having trained at a leading Private Client Firm, Charles Russell, Sophie has specialised in Wills, Probate and Powers of Attorney and now has many years of experience in these areas. She is an affiliate member of The Society of Trust and Estate Practitioners (STEP) and holds the Advanced Certificate in Will Preparation (passing with a distinction). Sophie lives in Surrey with her husband and three children.
Emily joined Lodge Brothers Legal Services in 2017 as an Associate Solicitor. Emily qualified as a solicitor in 2003 and has a wealth of experience working in London for a wide range of clients, including high net worth individuals, advising on issues covering Probate, Lasting and Enduring Powers of Attorney, Trusts, Wills, Inheritance Tax, Capital Gains Tax and Estate Planning. Emily has 3 children to keep her busy in her spare time and likes to spend her summers on the Norfolk Broads.
Hannah McGavin joined Lodge Brothers Legal Services as a Paralegal in July 2017.
Hannah has been studying law part-time for the past 4 years and is an Associate member of the Chartered Institute of Legal Executives and is currently undertaking her CILEx qualification in order to attend Guildford College of Law to qualify as a Solicitor.
Hannah assists the solicitors in the Legal Services department with obtaining Grants of Probate, drafting Wills and Lasting Powers of Attorney.
In her spare time, Hannah enjoys spending time with her family, especially her elderly grandparents, skiing and playing badminton.
When a family member or loved one dies, dealing with estate administration is often the last thing on a person’s mind. We offer an efficient, professional and above all personal service to make your life easier at such a distressing time.
When a person dies leaving a valid Will, the appointed Executors need to apply for a Grant of Probate to administer the Deceased’s estate. If there is no Will, the laws of intestacy apply and the law sets out which family member is entitled to apply for a Grant of Letters of Administration and administer the estate.
The process of administering an estate is commonly known as probate and involves:
Probate will be required to sell or transfer a house, sell or transfer shares and in most cases to close bank accounts. The assistance required by the Executors will depend on the finances of the Deceased, the terms of the Will, the family circumstances and how much work the Executors are willing or able to do.
Lodge Brothers Legal Services offer 3 levels of service to suit your requirements.
All our fees are fixed and agreed in advance.
Starting from £350 +VAT (£420 inc.VAT):
Starting from £850 +VAT (£1,020 inc.VAT) plus disbursements:
Starting from £1,500 +VAT (£1,800 inc.VAT) plus disbursements:
This is our most complete service which will relieve you of the heavy burden of dealing with the estate when your thoughts are elsewhere.
Dealing with an estate often involves the need for a valuation or sale of a property. We have an established association with Curchods, our preferred estate agent. We work with Curchods as they share the same core values and our clients benefit from preferential commission rates.
Getting the right valuation for probate can result in Inheritance Tax or Capital Gains Tax savings.
It is really important to obtain a probate valuation from an estate agent that is familiar with the probate process and works together with your legal adviser.
Curchods work closely with the solicitors at Lodge Brothers Legal Services to ensure that they provide an accurate probate valuation that takes into account the tax situation of the deceased’s estate. If an estate is not liable to Inheritance Tax, a higher probate valuation can ensure that no Capital Gains Tax is payable if the property is subsequently sold. If an estate is liable to Inheritance Tax a lower probate valuation, if accepted by HMRC, will result in an Inheritance Tax saving. If the property subsequently sells for a higher price the gain may be subject to Capital Gains Tax but this will be at a lower rate than Inheritance Tax resulting in an overall tax saving.
Why sell with Curchods?
When you instruct Curchods, they will manage every aspect of your move, from initial valuation to thoroughly marketing and obtaining the best possible price for your property in the market place. Once a sale is agreed they will remain by your side every step of the way and do all that they can to ensure that the sale reaches a successful conclusion.
Curchods clients also benefit from a No Sale, No Fee promise, if they don’t succeed for you, you pay nothing.
Curchods are Lodge Brothers preferred estate agent for probate valuations offering our clients preferential commission rates.
To find out more and to request your probate valuation please visit the Curchods website.
Only 30% of people in this country have made a Will. This is because we do not like thinking about death and we are unaware of the importance of having a professionally drafted Will. Once a person overcomes their fears and makes a Will they find that it is a positive step that gives them great peace of mind. They are reassured that their affairs are in order.
If you die without a Will you die “intestate” meaning the intestacy laws set out which of your family members inherit and the amount. Your spouse will not necessarily inherit all of your estate and if you are unmarried your Partner will not inherit anything.
A legally valid Will, carefully prepared by a qualified expert Solicitor, will ensure that:
You can also choose to appoint Lodge Brothers Legal Services as the Executors of your Will. We will ensure that your estate is dealt with promptly and efficiently so that your loved ones do not have the responsibility but do receive their inheritance as quickly as possible.
Fixed fee for a single Will starting from £325 +VAT (£390 inc. VAT).
Fixed fee for mirror Wills starting from £500 +VAT (£600 inc. VAT).
All our fees are fixed and agreed in advance.
Our professional services offer peace of mind to you and your family.
A Lasting Power of Attorney (“LPA”) is a legal document that lets you appoint another person, the attorney, to make financial and/or welfare decisions on your behalf, if in the future, you become unable or unwilling to make your own decisions.
There are 2 types of Lasting Powers of Attorney:
Property and Financial Affairs – this gives your Attorney authority to deal with your property and finances. This can be used whether or not you lack mental capacity. Your Attorney will be able to manage your bank account, pay your bills, collect your pension and sell your home; and
Health and Welfare – this allows your Attorney to make welfare and health care decisions for you, including decisions about life sustaining treatment. This can only be used if you lack mental capacity to make your own decisions, your Attorney can make decisions about your daily routine, medical care and care home.
If an LPA is not in place when mental capacity is lost, an application must be made to the Court of Protection for a Deputy to be appointed. This is a complicated and costly process, and the Court of Protection will be involved on an ongoing basis. We can advise on making LPA’s, prepare the documents and deal with registration at the Office of the Public Guardian (“OPG”).
All our fees are fixed and agreed in advance starting from £475 +VAT (£570 inc. VAT) plus OPG registration fee of £82.