Easy Steps to Apply for a Grant of Probate
Understanding the Process
A Grant of Probate gives the executor legal authority to manage and distribute the deceased’s estate (e.g., bank accounts, property, investments) according to their will. If there is no will, a Grant of Letters of Administration is required; both fall under the Grant of Representation category.
When Is It Required?
Probate is generally needed if the estate includes significant assets, especially property or financial accounts held solely in the deceased’s name. Estates under £5,000 or assets held jointly may not require probate—though individual banks’ thresholds vary, typically between £5,000 and £50,000.
Step‑by‑Step Guide to Applying for Probate
| Stage | What to Do |
|---|---|
| Register the Death | Must be completed within 5 days. Purchase multiple certified death certificates. |
| Value the Estate | Compile a list of all assets and debts (bank accounts, property, investments), including valuations. |
| File Probate Application | Complete form PA1P, include the will, death certificate, IHT forms; submit with fee. |
| Pay Fees & Tax | Fee: £215 if individual, £155 if handled by solicitor; extra copies cost £1.50. Pay any Inheritance Tax due. |
What Happens After Probate Is Granted?
- Once issued, the executor must:
- Locate and value assets
- Pay debts and inheritance tax
- Sell or transfer assets if necessary
- Resolve any disputes or claims
- Distribute remaining assets to beneficiaries as per the will or intestacy rules
- Maintain detailed estate records for transparency and possible future review
Extra Guidance & Copies of Grant
Order sealed copies using form PA1S by post (takes ~4 weeks), via online registry (immediate digital copy), or in person (10 days).
Useful to request at least 3–4 copies—up to 6 for complex estates—so multiple institutions can be dealt with simultaneously.
Ready to Navigate Probate with Confidence?
Need help with any step? Our wills & probate solicitors at Freeman Jones are here to assist. Whether it’s helping you identify whether probate is required, guiding you through the application, or managing estate administration:
Call our Chester solicitors today for a free, no-obligation 20-minute consultation: 01244 506 444
Email us: info@fjsolicitors.co.uk
Let us simplify the process—and help you bring peace of mind when it matters most.
