Probate Procedure

Advice and guidance to the Probate procedure

The procedure for probate can be a simple or complicated process. This is determined by the following factors:

  • complexity of the Will
  • challenges regarding validity of the Will
  • Missing beneficiaries
  • Caveats registered temporarily preventing the issue of the Grant
  • Delay from third party asset holders

Gathering information

Before the application can be made, the appointed person will need to know the details of the deceased’s estate including their assets and liabilities.

Completing the form

The application forms are available from the local Probate Registry. These need to be completed with the relevant tax forms IHT205 or IHT200 and sent to the Registry office with the original Will, Death Certificate and a fee.

If a Solicitor has been instructed then an Executor’s Oath is prepared otherwise, you would be invited to attend an interview.

After the Grant

Having received the Grant, the debts are then paid off and the assets are gathered in. Once all debts and legacies are paid, estate accounts are prepared and the final sums are then distributed in accordance with the Will or the rules of intestacy.