Fixed Probate Fees, call:

0800 612 6105

Alternatively local rate:

0203 985 9554

Probate a Will – An Overview

If you have been appointed as the executor of a will, you will need to know how to probate a will so that you don’t make mistakes and so the estate can be distributed in a timely manner.

First you will need to gather details of all of the deceased’s assets, and contact the benefactors of the will. You will also need to find out if anyone owes the deceased money, and if the deceased owes anyone else money.

Once you have done all this, you will need to apply for a grant of probate. You will need Probate Form PA3. You will also need to include a check for £105, plus £1 for a copy of each letter that needs to be sent to financial institutions, and anywhere else that the deceased’s assets are held. Once you have received a grant of probate, you can send the letters to the financial institutions. These letters grant you permission to access the deceased’s finances.

Next, you will need to liquidate the estate’s assets, unless stated otherwise in the will. You will also need to pay any debts and chase up any debts owing to the deceased. Then you will need to calculate taxes owing on the estate.

Once all this is done, you will be able to distribute the proceeds of the deceased’s estate according to the will.

Is It Easy?

The difficulty and time involved in probating a will depends on how straightforward the deceased’s finances are, and how comfortable you are about dealing with financial institutions and taxes. Even a straightforward will can take time to probate, and you may find it difficult to deal with impatient benefactors if they don’t understand why it is taking so long. Also, if the will is contested this can add considerable stress and strain.

What If You Don’t Feel Up To It?

Just because you have been appointed as an executor, do not feel as though you have to deal with probate yourself. To avoid unnecessary stress and the possibility of making mistakes, or not calculating inheritance taxes correctly it may be better to appoint a probate specialist.

A probate specialist will deal with everything on your behalf, from the initial application to the distribution of the estate. And if you use a fixed fee probate service, you don’t need to worry about huge legal expenses swallowing up the proceeds of the estate.

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