My downloadable guide provides practical steps for individuals applying for Probate in England & Wales, covering legal, financial, and administrative requirements following a bereavement.
Key Points:
- Definition & Scope: Probate confirms the validity of a Will and appoints Executors. For intestacy (no Will), Letters of Administration apply. Both grant authority to manage the estate.
- When Probate is Needed: Required for assets in sole names; joint assets typically pass by survivorship. Financial institutions have varying thresholds for requiring Probate.
- DIY Feasibility: With basic internet and form-filling skills, most people can complete the process online, especially with guidance.
- Initial Steps: Register the death within 5 days, obtain Death Certificates, and use the “Tell Us Once” service to notify government departments.
- Estate Valuation: Determine gross, net, and taxable values. Inheritance Tax (IHT) thresholds include £325,000 per person, plus the spouse exemption, and Residence Nil Rate Band.
- IHT & Probate: IHT must be paid before Probate; interest accrues after 6 months. Payment can be made directly by financial institutions.
- Application Process: Online application requires details of the deceased, Executors, estate values, and payment of court fees (£526 plus £2 per copy). Original Will must be submitted.
- Costs: Solicitors often charge £10,000 or more; independent practitioners such as me offer services at significantly lower cost.
- Post-Probate Duties: Collect assets, settle liabilities, prepare tax returns, make interim and final distributions, and produce estate accounts approved by Executors and beneficiaries.
Let’s talk
If you think I may be able to help, you’re welcome to contact me by phone, WhatsApp, email, or through the online enquiry forms. The phone and WhatsApp links only work fully if you’re viewing the site on your mobile phone.
If you are an Executor (or prospective Administrator) and need help, please complete this questionnaire to receive a fee quote.
Where the questionnaire asks for detailed figures, you may find it easier to provide copies of statements, valuations or other relevant documents instead. This is entirely acceptable, and many clients opt for this approach. I am happy to receive documents securely via Dropbox.
If you would like to use this option, please email me — or complete the enquiry form below — with your name and date of birth. Your date of birth (using the ddmmyyyy format) will be used only to password‑protect your personal Dropbox folder.
Your initial consultation is at my expense, your convenience, and without obligation. Consultations will generally be conducted online via Microsoft Teams or Zoom. After a preliminary conversation, if you live in or near Teesside, I can provide an at-home service if you prefer.