Steps of probate
Here is an overview of the steps of probate to take in England and Wales, with more detail in the sections below. Again, the process differs in Scotland and Northern Ireland – please follow the links above for more information.
Here are the 7 steps of probate follow these and you will have your probate case dealt with professionally
- Value the estate and speak to the deceased’s banks and other financial organisations to establish whether you need a grant of representation (or confirmation).
- If you do need a grant of representation, complete the relevant application and Inheritance Tax form – the Inheritance Tax form will vary depending on whether or not the estate owes Inheritance Tax.
- Send the forms to the relevant government bodies (in England and Wales, that’s the Probate Registry and HM Revenue & Customs (HMRC)).
- Pay whatever Inheritance Tax is due.
- Attend in person at the Probate Registry or local Probate Office to swear an oath.
- Wait for the grant of representation (or confirmation) to arrive in the post – banks and other organisations will ask to see this before they allow access to the deceased’s assets.
- Pay any debts owed by the estate and then distribute the estate.