Applying for probate

‘Probate’ is a term commonly used when talking about applying for the right to deal with a deceased person’s affairs. It’s sometimes called administering the estate’. In practice, different terms are used, depending on whether or not the deceased person left a will.

If the person who has died leaves a will

In this instance one or more ‘executors’ may be named in the will to deal with the person’s affairs after their death. The executor applies for a ‘grant of probate’ from a section of the court known as the probate registry. The grant is a legal document which confirms that the executor has the authority to deal with the deceased per- son’s assets (property, money and possessions). They can use it to show they have the right to access funds, sort out finances, and collect and share out the de- ceased person’s assets as set out in the will.

If the person who has died didn’t leave a will

If there is no will, a close relative of the deceased can apply to the probate registry to deal with the estate. In this case they apply for a ‘grant of letters of administration’. If the grant is given, they are known as ‘administrators’ of the estate. Like the grant of probate, the grant of letters of administration is a legal document which confirms the administrator’s authority to deal with the deceased person’s assets. In some cases, for example, where the person who benefits is a child, the law states that more than one person must act as the administrator.

When a grant is needed

A grant is almost always needed when the person who dies leaves one or more of the following:

In most cases above, the bank or relevant institution will need to see the grant before transferring control of the assets. However, if the estate is small some organisations, such as insurance companies and building societies, may release money to you at their discretion.

A grant of representation may not be needed where:

Supporting you along the way

Stibbards & Sons

If you wish to have a discussion with one of our funeral arrangers, please don’t hesitate to contact us. We can talk through yours and your loved one’s needs and discuss how we can best celebrate their life.

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