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0800 612 6105

Alternatively local rate:

0203 985 9554

How to Probate a Will

If you have been left with the task of being an executor for a loved one’s estate and you have never been in this position before, you may not know where to start. Probating a will does not need to be that difficult or complicated, but it can seem that way when you are grieving the death of a family member, or close friend.

Accessing the Deceased’s Assets

To probate a will, your first step is to get permission to access the deceased’s assets. This step is quite straightforward. You just need to fill out Probate Form PA3, to apply to be granted probate, and send it to HM Courts and Tribunal Services, together with a cheque for the fees. Fees are £105, plus £1 for each letter you will need, depending on how many financial institutions you need to contact.

Once you have been granted permission to probate a will, you will receive letters to send to each financial institution, granting you permission to access the deceased’s assets.

Dealing with the Deceased’s Estate

Once you have access to the deceased’s finances, you will need to calculate what money they owe and pay off any bills and debts. You will also need to work out what money is owing to them and collect it. Then you will need to deal with the sale of the deceased’s assets.

After you have done this, you will need to calculate any inheritance taxes owing, and pay them to HMRC before distributing the remainder of the estate, according to the will of the deceased.

What if You Don’t Feel Up To Doing All This?

Many executors don’t want to deal with the probate of a will themselves. This is understandable at a time when you are grieving, and your loved one would not want to burden you with the additional pressure.

Many executors appoint a solicitor, or legal expert to probate a will on their behalf, so don’t feel that you have to do it all yourself. You may feel that you don’t want to spend any of the deceased’s inheritance on additional fees. But an expert can make sure that all assets are cashed, and that taxes are calculated correctly. Plus if the will is complicated, or it is contested, having legal help will remove a huge burden from you.

And you can avoid unnecessary fees by using a fixed fee probate service. That way, you will know in advance, how much it will cost you to probate a will and you won’t need to worry about huge legal fees when probate is complete.

Call FREE on 0800 612 6105 to find out more about our services.

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