At-Home Series - Obtaining a grant of probate

Kimberley Woodhead - 0113 244 6100 - kimberley.woodhead@wrigleys.co.uk - www.wrigleys.co.uk

Obtaining the Grant

• To deal with some assets a ‘Grant of Probate’ or ‘Grant of Letters of Administration’ may be required.

• The process for obtaining a Grant includes: o submitting a HMRC return detailing assets and liabilities. o paying inheritance tax (if due); o registering the Will (if one was left) and other required documents with the Probate Registry.

• In most cases, it is possible to submit the probate registry application online. In a minority of cases, a paper application is required.

• Once the Grant of Probate is obtained, it then needs to be registered with those who require it.