What is Probate?

What is Probate?

Applying for Probate involves compiling a thorough list of assets and debts, settling the deceased's financial obligations, including utility bills, and addressing any Inheritance Tax requirements. Additionally, ensure arrangements are made for the care of minor children and pets, locate all heirs, and distribute the Will's contents accordingly.

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Need to file for probate? Begin the journey now.

Understanding Probate

When someone passes away, their estate—comprising their money, property, and possessions—needs to be managed and distributed. Here's what you need to know about handling a deceased person's estate:

Determining When Probate is Needed

If the deceased left a valid Will, a Grant of Probate is issued. In the absence of a Will, a Grant of Letters of Administration is issued. A Grant of Probate is typically required if the deceased had around £20,000 in any one account, stocks or shares, certain insurance policies, or property or land in their name or as 'tenants in common'. In some cases, if the estate is small, certain organisations may release the assets without requiring a Grant of Probate.

Executorship and Letters of Administration

If the Deceased Left a Will, executors named in the Will can apply for probate. The original Will (and any codicils) are required for the application. A Will must be signed, dated, and witnessed by two individuals not benefiting from it. Executors manage and distribute the deceased's estate as per the Will's instructions. If multiple executors exist, they must decide who fills in the application as the lead applicant.

If the Deceased Didn't Leave a Will, eligible next of kin can apply for letters of administration. The order of priority for applying includes spouse or civil partner, children, parents, siblings, grandparents, and aunts or uncles. Executors or next of kin unwilling to act can either reserve or renounce their powers. Reserve power allows for future action, while renouncing forfeits all rights.

Foreign Wills

If the deceased held assets abroad, separate probate processes may be required. Legal advice is recommended for handling cross-border estates.

How We Can Assist You

Navigating probate can be complex, but our services are designed to streamline the process for you. Choose from our tailored packages to receive dedicated support at every step:

  • Concierge Package: £500 (Payment plan available)
    • Personalised support from a dedicated probate specialist.
    • Phone support, document review, and coordination of signatures.
    • Public notice preparation and family conference calls.
  • Premium Package: £1999 (Payment plan available)
    • Comprehensive probate management by experienced lawyers.
    • E-filing court documents, legal representation, and tailored advice.

Price excludes public notice and filing fees.

Reach out to us for expert assistance in navigating the probate process with ease.

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