How to obtain probate
‘Look to us for help and advice on obtaining probate’
You have to obtain probate to be able to administer an estate (unless each asset is valued below £5,000 or all assets are owned jointly with someone else). So if you’re named as an executor, obtaining probate will usually be part of the process. We can help to ease this burden at what may be a difficult and emotional time.
Obtaining probate made simple
In some cases, a Grant of Probate or a Grant of Letters of Administration is needed, and must be obtained before you or the executor can administer an estate. Until that point, the assets in the Will are frozen. We can explain how to obtain probate and can address all your questions.
- Is there an executor in place?
We can help you find out whether there is an executor named in the Will, or whether an administrator needs to be appointed instead.
- What documents do you need?
From bank details to legal documents, we can take you through all the documents you need while you’re administering the estate. We’ll also explain how to obtain probate before you do so.
- What about tax?
We can also help you assess the value of the estate, and find out if there are any tax liabilities such as Inheritance Tax or Capital Gains Tax.
“What the team is known for: Bath-based team dealing with complex domestic and international matters. Handles offshore trust work, asset protection and estate administration. Also advises on Court of Protection proceedings and issues concerning vulnerable people. Strengths (Quotes mainly from clients): “Good, clear advice provided without delay.” Notable practitioners: James McNeile (Band 2) leads the group and advises domestic and international clients on estate and tax planning and trust management. Market commentators say he has “a fantastic reputation.”” Chambers 2017 South West
“What the team is known for: Advises clients from its Oxford and Swindon offices on trusts, tax and estate planning matters, wills and estate administration. Adept at handling contentious probate and trusts work. The firm has its own trust company, providing advice to trustees. Strengths (Quotes mainly from clients): “They are strong in estate planning and trusts.” “They’ve been very good and very easy to deal with.” Notable practitioners: Tom Gilman’s (Band 2) practice focuses on inheritance tax issues, wills, trusts and estates planning and administration. He also has capability advising on Court of Protection matters and powers of attorney. A client notes: “He is thoughtful, careful and he has always given me excellent advice.”” Chambers 2017 Thames Valley Oxford, Swindon & Surrounds
“Royds Withy King’s Becky Ricards Small handles personal injury trusts, while department head James McNeile undertakes international work.” Legal 500 2016 South West