When applying for Probate (or confirmation in Scotland) there are many forms that need to be completed before a Grant of Representation can be obtained. Aside from the Probate forms, Inheritance Tax forms will also need to be completed even if the estate does not owe Inheritance Tax; it is part of the Probate process.
Deciding which forms you need to complete depends on the value of the estate and where the deceased lived at the time of death. The forms can be obtained from the Probate Office and HM Revenue and Customs.
You will be required to provide full details of the deceased including the number of surviving relatives and their relation to the deceased.
As part of the Probate application process, the applicant will be required to provide a full account of the deceased’s estate and provide a comprehensive list of all the assets. They will also need to obtain a valuation for all the assets identified, including any interest or bonuses which will be paid.
Completing your Probate forms
Understanding which forms are required can be confusing and trying to complete them yourself can be a daunting task.
If you are unsure about completing the Probate forms yourself, it may be wise to seek professional help and advice and to appoint a professional legal services firm to obtain Probate and administer the estate for you.