Probate Application Online

Welcome to our Online Probate Application Service.

From £350 + VAT

 

This Application Service may be used only for deaths which have occurred within England and Wales.

We believe our cost effective online Probate Application Service will provide a quick, easy, cheap and efficient way for you to obtain a Grant of Probate or Letters of Administration.

By viewing our site, it is highly probable that you have recently suffered a loss and we offer our sincere condolences. The last thing you need on suffering a loss is to have to deal with complex legal problems and forms. We would like to help you at this difficult time by offering you assistance through our Online Probate Application Service.

What do I do next?

You will need to download or complete a form online. In order to help you fill in the form, we have provided a checklist of the documents you will need. Please click on this link:

CHECKLIST-OF-INF-REQUIRED

1) Please choose one of the options below: For explanation of the terms used, please press Help and Information.

If there is a Will please click one of the options below:

GRANT-OF-PROBATE-APPLICATION-FORM

LETTERS-OF-ADMINISTRATION-WITH-WILL-APPLICATION-FORM


If there is no Will please click here – LETTERS-OF-ADMINISTRATION-APPLICATION-FORM

You will be asked a series of questions about the person who has died (“the deceased”) and the deceased’s assets and liabilities (their Estate). We do accept that some of the questions are quite complex, but can assure you they are far less complex than the official forms themselves.

2) Send the completed form to us. Contact us.

3) John Busby, Head of our Probate and Trust department, will send you all the necessary paperwork to be signed and sworn by you.

4) You must check the form and then take it to a solicitor to swear.

When signing the paperwork you will be asked to swear under Oath (or affirm) that the information contained within the documentation is correct and true.

5) Return sworn document to us together with your cheque for our charges and other fees required.

When you return the signed and sworn paperwork (with payment) to us, we will complete the necessary Inland Revenue Application Form on your behalf and submit the Grant of Probate or Grant of Letters of Administration to the Probate Registry who should process the application within two to three weeks. It will not be necessary for you to attend the Probate Registry for any interviews.

6) We will send the registered document to you as soon as it is received by us.

Charges

Our charges on all Estates which are below the Inheritance Tax threshold are £350.00 plus VAT. Other fees that will need to be paid are as follows:

Fees

Oath fee
£7 for each Executor (where there is a Will)
£5 for each Administrator (where there is no Will).

This fee should be paid to the solicitor witnessing the oath.

Probate Registry fees – £155 plus £1 for each copy of the Grant that is requested.

This fee should be added to our £350 plus VAT charge.

PLEASE NOTE: Terms and conditions.

Our online service is only intended to deal with estates whose gross value does not exceed the current Inheritance Tax threshold.

On any Estates which exceed the Inheritance Tax threshold, we can provide you with a fixed costs’ estimate for completing the full Inland Revenue Account and the Oath to lead to the Grant of Probate/Letters of Administration. Please telephone John Busby on 01288 35 9000 and he will be happy to provide you with a costs’ estimate.

By using our online service you are only asking us to prepare the appropriate papers based on the information you have provided. We will not check the accuracy of the details you provide. We are not offering advice, nor are we administering the Estate once the Grant is available. We are of course very happy to provide you with advice and assistance regarding the administration of the Estate. Should you require our services then our fees will be calculated in accordance with our usual hourly rates.

By using our online service and completing and sending us the appropriate questionnaire, you agree to pay £350 + VAT plus appropriate fees on receipt of the completed Inland Revenue Application form. If unforeseen issues arise which require additional work, we will provide you with an appropriate costs estimate.

 


HELP AND INFORMATION

Click here for

Checklist of information required to complete forms

DOMICILED: There is no precise or agreed definition of domicile. Broadly speaking, under English Law, you are domiciled in the Country in which you have made your permanent home. Domicile is separate from other connecting factors such as nationality or residence. So, it is possible to be a national of the UK, resident (say in Spain) but domiciled (say in Jersey). However, nationality and place(s) of residence will be relevant factors to consider when ascertaining your permanent home.

HOUSEHOLD GOODS: Please insert details of the total value of the household and personal goods owned by the deceased at the date of his or her death. When working out the total value of the household goods, you need to value the goods at the price which the goods might reasonably be expected to fetch if sold in the open market (ie their second hand value). Some of the goods may have no value and you need to consider whether this is the case.

INHERITANCE TAX THRESHOLD: The current Inheritance Tax Threshold is £325,000.

Note: Inheritance Tax Thresholds can change with the Budget.

INSURANCE POLICIES: There are many different types of life insurance policies including “With Profits” policies and “Mortgage Protection” policies. If you are not sure of the value of any of the deceased’s insurance policies, we would suggest that you contact the insurance company in question and ask them to provide you with a valuation of the policy as at the date of the deceased’s death.

The deceased may have been entitled to benefit from a life insurance policy that does not pay out following their death. Even so, the deceased’s interest in the policy is part of their Estate. Common examples of this are where the Policy is held in the names of two or more people and only pays out on the death of the last of the lives assured. These are often described as “Joint Life and Survivor” policies. Another example is where the deceased will benefit from the policy when another person dies. Again, if you have any doubts, we would suggest that you contact the insurance company and ask them to clarify matters for you.

LEXCEL: Lexcel stands for “legal excellence” and is the Law Society’s practice management standard. It is a scheme for any type of practice to certify that certain standards have been met following independent assessment. The Lexcel practice management standard is only awarded to solicitors who meet the highest management and customer care standards. Lexcel accredited practices undergo rigorous independent assessment every year to ensure they meet required standards of excellence in areas such as client care, case management and risk management. Only a small percentage of solicitors in the UK hold this quality standard.

OATH:

“How do I swear an Oath?”

When we have received your application form, we shall prepare the relevant papers to lead to the application for the

Grant of Probate
or Grant of Letters of Administration
or Grant of Letters of Administration with Will Annexed

as appropriate.

One of the documents to be prepared by our firm will be the Oath document. The Executors/Administrators in the estate will need to swear the Oath prior to the Oath document being sent off to the Probate Registry in connection with the application for the Grant of Probate/Grant of Letters of Administration/Grant of Letters of Administration with Will annexed. Our firm will provide you with the necessary instructions regarding the swearing of the Oath when we send the paperwork to you.

You will be required to swear the Oath in the presence of a Solicitor/Commissioner for Oaths local to you. You can contact any firm of Solicitors in any office in your locality and ask to make an appointment for you to swear the Oath once you receive the Oath document from us. Once you have made the appointment with the Solicitor’s office in question, you will take the Oath document with you together with a cash fee which is payable to the Solicitor/Commissioner for Oaths who is carrying out the swearing procedure for you. The cash fee will be £7.00 for each Executor and £5.00 for each Administrator.

When swearing the Oath, you will be asked to hold the New Testament (or if you are a Jew, the Old Testament) in your right hand and the Solicitor/Commissioner for Oaths will then ask you to say or repeat some wording to confirm that the contents of the Oath are true etc. If you prefer not to swear on the Bible, you may instead make a solemn affirmation by saying or repeating after the Solicitor/Commissioner for Oaths who is administering the swearing process, certain substituted wording.

Please do not worry about the swearing procedure. In practice it is really straightforward and the Solicitor/Commissioner for Oaths who is carrying out the swearing procedure for you will explain everything to you. The swearing procedure itself usually takes no more than 5 minutes.

PLEASE REMEMBER: It is a criminal offence to swear under Oath that a statement is true when it is not.

PARTNERSHIP BUSINESS INTEREST: If you are unsure of the value of the deceased’s partnership and business interests, we would suggest that you contact the deceased’s accountant to obtain an appropriate valuation from the accountant.

PROBATE: When a person dies somebody has to deal with their Estate (the money, property and possessions left) by collecting in all the money, paying any debts and distributing what is left to those people who are entitled to it. In order to get authority to do this they usually need to obtain a legal document called a Grant of Representation from the Probate Registry.

There are three types of Grant of Representation.

1) Grant of Probate
Issued to one or more executors named in the deceased’s Will

2) Letters of Administration (with Will)
Issued when there is a Will but there is no executor named or when the executors are unable or unwilling to apply for the grant.

3) Letters of Administration
Issued when the deceased has not made a Will, or any Will made is not valid.

Contact us

tel : 01288 35 9000 or
fax: 01288 35 6000

Address: Busbys Solicitors, The Strand, Bude, Cornwall EX23 8TJ

email: john.busby@busbyslaw.co.uk