Broker Information Hub

Welcome to our Broker Hub. Here you'll find everything you need to give the best advice to your customers regarding wills & declarations of trusts.

To provide a lead to Sail Wills, go here and fill out the form.

Helpful Videos

Wills & Declaration of Trust Explained

Joint Tenancy vs Tenants In Common

Why Do You Need a Declaration Of Trust

Helpful Documents

Rules Of Intestacy Explained

Making a Will: What Brokers Need to Know

Why Should I Make A Declaration Of Trust? 

Frequently Asked Questions

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How do I know if I need probate?

A Grant of Probate is not always required if an estate is less than £5,000. It will be required if there is a property to sell or transfer, if there is a bank account to close with more than £10,000 – £15,000 in it, if there are stocks and shares to sell, or if the deceased did not leave a Will.

How long will it take, and what's involved?

The process is conducted in four distinct stages, which are detailed in the attached PDF. Click the button below to view this in a new tab.

  1. Valuing the Estate
  2. File Inheritance Tax Forms and Pay and Inheritance Tax
  3. Submit the Grant of Probate / Letters of Adminstration application
  4. Administer the Estate
View each stage in detail (PDF)
How much would a high street Solicitor charge?

Most Probate Solicitors charge on an hourly basis together with a percentage of the estate and fees can reach over £10,000. You will never pay more than £4,500 with us (plus disbursements which will be agreed with you at the outset of the matter).

On average, a solicitor will charge between 2% and 4% of the estate's value plus an hourly charge – this is roughly around £15,000 for a £500k estate.

Make or update my will now

How a property is owned is an important aspect when organising ownership now and for when it is passed on in the future. Setting it up correctly can save hundreds and thousands and save on heartache.

Make / Update my will

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