Applying for the Grant of Probate

Right, let's get this application sorted. Obtaining the Grant of Probate is the official nod you need as an executor to start dealing with the estate's assets, like closing bank accounts or selling property. It sounds formal, but we will make the process clear and manageable.

Get Your Forms in Order

The forms you need depend mainly on whether there’s a Will and if Inheritance Tax (IHT) is payable.

1. Probate Application Form (PA1P): This is the main application form you use when the person left a valid Will. You provide details about the deceased, the Will, the executors, and the value of the estate. (If there was no Will, you would use form PA1A for Letters of Administration, a similar process).
2. Inheritance Tax Forms: You must sort the IHT situation before applying for probate.
   • IHT400: If Inheritance Tax is due, or the estate is complex, you will need to complete this detailed form along with any relevant supplementary schedules. You send this to HMRC.
   • IHT205 (or online equivalent): If the estate is an 'excepted estate' (typically meaning no IHT is due because it's below the threshold, or assets pass directly to a spouse/civil partner or charity), you use this simpler process. Check the latest GOV.UK guidance as procedures for excepted estates change; you often now just confirm the values directly within the PA1P online application.

Our Tip: Get the IHT forms sorted first. You need the figures and any payment receipt before you can finalise the probate application.

Gather Your Key Documents

Before you apply, make sure you have these essentials ready:

• The Original Will: It must be the official, signed Will. Photocopies won't cut it. Make sure any codicils (official updates to the Will) are included.
• The Official Death Certificate: You'll need the original or an official copy issued by the registry office.
• Inheritance Tax Forms & Receipt: Your completed IHT form (or confirmation of submission to HMRC) and the receipt showing you have paid at least some of the IHT due (if applicable). HMRC usually sends confirmation to the Probate Registry.

Submitting the Application: Online or Post

You have two ways to apply for the Grant of Probate:

1. Online Application: This is usually the quickest and preferred method. Use the official GOV.UK 'Apply for Probate' service. It guides you through the questions step by step. You will still need to send the original Will and any supporting documents by post after submitting online.
2. Paper Application (By Post): You can download form PA1P, fill it in, and post it along with the supporting documents to the Probate Registry. This typically takes longer to process.

The Cost: The application fee is currently £300 (as of early 2024, check GOV.UK for the latest fee). There are no fees if the estate value is under £5,000. You can order extra official sealed copies of the Grant for £1.50 each when you apply; getting a few is sensible as different institutions will need one.

Resource: Start your online application or find paper forms via the official GOV.UK Apply for Probate service.

What Happens Next? The Timeline

Once submitted, the Probate Registry reviews your application.

• Waiting Time: The official guidance suggests waiting 16 weeks before chasing an application, though simple online applications can sometimes be quicker. Complex estates or applications needing more information will take longer.
• Queries: If there are issues or questions, the Probate Registry will contact you. Respond promptly to keep things moving.
• Grant Issued: Once approved, you will receive the official Grant of Probate document by post. This is your proof of authority.

Be Patient: Probate Registry timelines can vary. Ensure your application is complete and accurate to avoid unnecessary delays.

Wrapping Up

Submitting the probate application is a significant step. You are formally asking for the legal authority to manage the estate according to the Will. Once that Grant arrives, you hold the key. Well done for reaching this stage; you are navigating the process effectively. We are here to support you for the tasks ahead.