Probate is the legal process of administering a deceased person's estate. If you've been named as an executor in someone's Will, or you need to deal with a loved one's estate, this guide will walk you through the process step by step.
Step 1: Register the death and obtain the death certificate. You'll need multiple copies as various organisations will require originals.
Step 2: Locate the Will. Check with the deceased's solicitor, bank, or at their home. If there's no Will, the rules of intestacy apply and the next of kin can apply for Letters of Administration.
Step 3: Value the estate. You'll need to identify and value all assets (property, savings, investments, possessions) and liabilities (debts, mortgages, loans). In 2026, HMRC requires detailed reporting for estates over the IHT threshold.
Step 4: Apply for the Grant of Probate. This involves completing the probate application (now done online through the gov.uk portal) and submitting the required IHT forms. The probate registry fee in 2026 is £300 for estates over £5,000.
Step 5: Collect and distribute the assets. Once you receive the Grant, you can access bank accounts, sell property, and distribute the estate according to the Will.
Step 6: Prepare the estate accounts. Keep detailed records of all transactions and prepare final accounts for the beneficiaries.
The entire process typically takes 6-12 months, though complex estates can take longer. At Castle Family Legal, we offer full probate services to guide you through every step. Contact us for support.
