Probate: Estates with a Will

What is probate?

Probate is the process of enabling an individual’s estate to be dealt with in accordance with their will after they have died. If there is a valid will, the executor of the will must apply for probate before any assets can be distributed to the beneficiaries named in the will.

The executor may appoint a probate solicitor to apply for a Grant of Probate on their behalf. Appointing a probate solicitor or another specialist probate lawyer to apply for probate can help you to get a Grant of Probate sooner and avoid many of the potential risks of ‘diy’ probate.

How do I apply for probate?

There are eight main steps to a probate application, as outlined by HMRC:

  1. Check that there is a valid will
  2. Value the estate and report this to HMRC
  3. Pay any Inheritance Tax that is due
  4. Make a probate application to the Court
  5. Collect the estate’s assets, for example money from the sale of the person’s property
  6. Pay off any debts, for example unpaid utilities bills
  7. Keep a record (‘estate accounts’) of how any property, money or possessions will be split
  8. Distribute the assets to the beneficiaries named in the will

If you have questions about applying for probate or about executing a will, contact us for a free initial consultation to discuss your individual circumstances.

If you appoint us to apply for probate on your behalf, a named probate lawyer will support your case from start to finish and a member of the probate team will always be available to speak to on a day-to-day basis.

For more information about costs, please look at our probate fees or contact us for a personalised quote.

The Team
Freya Turvey
Freya Turvey

Trainee Administrator

Karyna Squibb
Karyna Squibb

Associate Legal Executive and Head of Private Client

Ros Davies
Ros Davies

Private Client Practitioner

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