07868 588 798|g.stevens@castlefamilylegal.co.uk
    Castle Family Legal logo
    Deep blue ocean background for Castle Family Legal page header
    Our Services

    Probate Services

    Price on application

    Summary

    Probate is the legal process of administering a deceased person's estate. It involves applying for a Grant of Probate, valuing the estate, paying any debts and taxes, and distributing assets to beneficiaries. Our qualified advisors guide you through every step during a difficult time.

    Key Takeaways

    • A Probate certificate is usually required for estates worth over £5,000
    • If the deceased left a Will, the named Executors should apply for Probate
    • If there's no Will, the next of kin should apply under the intestacy rules
    • An Inheritance Tax report must be submitted alongside the Probate application
    • Professional help can save time, reduce stress, and avoid costly mistakes

    When people talk about applying for Probate, they usually mean an application to the Probate Registry for a Probate certificate. A Probate certificate allows the Executors of the estate to deal with the deceased's assets.

    An application to the Registry is usually required when a person passes away and leaves an estate of over £5,000. For example, if a person dies and they have £30,000 in their bank account (even if they don't leave any other assets), the bank may require the Executors to apply to Probate for the certificate to deal with the account.

    As a general rule, if a person leaves assets worth less than £5,000, a Probate certificate is not required. This means that if a person passes away and they owned a property, Probate would always be required.

    If the person who passed away left a Will, the Executors named in the Will should apply for Probate. If the person who passed away did not leave a Will, their next of kin (closest family members) should apply for Probate.

    As part of the Probate application, you will be asked whether there is any Inheritance Tax to pay on behalf of the estate, so it's a good idea to estimate the value of the estate before applying. You should submit an Inheritance Tax report at the same time as applying for Probate. We will be happy to help you with these documents.

    Enquire About Probate Services

    Interested in our Probate Services service? Fill in the form below and we'll get back to you for a free, no-obligation discussion.

    Free, no-obligation discussion. We'll be in touch within 24 hours.

    Ocean background for Castle Family Legal consultation call-to-action

    Ready to Protect Your Family's Future?

    Book a free, no-obligation consultation with one of our friendly legal advisors today.