If you've been named as an executor in someone's Will, you're responsible for administering their estate through the probate process. In 2026, this process has been streamlined through HMCTS digital services, but it can still feel daunting.
Step 1 — Register the death and obtain the death certificate. You'll need multiple copies for banks, insurers, and the Probate Registry. In 2026, most registrations can be completed within five working days.
Step 2 — Locate the Will and identify all assets and debts. This includes property, bank accounts, investments, pensions, insurance policies, and any digital assets such as cryptocurrency or online accounts.
Step 3 — Value the estate. You must obtain accurate valuations of all assets at the date of death. For property, HMRC may accept an estate agent's valuation, but a professional surveyor's report is recommended for higher-value properties.
Step 4 — Complete the inheritance tax return (IHT400 or the excepted estates form). In 2026, most estates under £325,000 with no complex features qualify for the simplified reporting process.
Step 5 — Apply for the Grant of Probate. The 2026 HMCTS online portal has reduced average processing times to 6–8 weeks for straightforward applications. You'll need the original Will, death certificate, and completed IHT forms.
Step 6 — Collect assets, pay debts, and distribute the estate according to the Will. Keep detailed records of every transaction — executors can be personally liable for errors.
At Castle Family Legal, our probate service guides you through every stage. Fees start from £500 plus VAT for straightforward estates. Contact us for a free initial discussion.
