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Do you always need a Grant of Probate when someone dies?

Posted on Wednesday, 17th February 2016 by

grant of probate

 

 

 

 

 

You don’t normally need a grant of probate if the estate either:

  1. passes to the surviving spouse/civil partner because it was held in joint names, e.g. a savings account and
  2. doesn’t include land, property or shares

You should contact the organisation holding the money, e.g. the bank or building society. They may ask for proof of death (the death certificate) after the death has been registered.

Please bear in mind that each financial institution has its own rules – you may still need to apply for a grant.

Need support?

Many people do not realise that they may be personally liable if they make a mistake as an Executor.

Edward Hands & Lewis Solicitors offer Fixed Fee Probate services, and can assist with obtaining the Grant of Probate for those wishing to deal with an estate themselves, right through to full estate administration.

If you would like to discuss how to deal with an estate, including more complicated issues such as tracking down missing beneficiaries or minimising tax liabilities, please give the probate team in Loughborough a call on 01509 212 108.

Talk to our legal team

The information provided in all of our blogs reflects only a narrative of some elements to consider on the topic. The blogs do not contain considered legal advice and should not be relied upon as advice. Please see our website terms and conditions for full details of our disclaimer. If you are interested in obtaining advice, please contact one of our lawyers who will be happy and able to advise you on your own particular circumstances.

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Emma Fuller - Wills, Probate and LPA
Emma Fuller - Wills, Probate and LPA
emma.f@ehlsolicitors.co.uk 01509 212 108
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