All advice contained within this section relates to England and Wales only.
Applying for a grant of representation is relatively straightforward but it can be a very time-consuming business. The process is as follows:
1. Get a date of death value for all the assets and liabilities of the deceased.
2. Complete a probate application form (PA1).
3. Complete an Inheritance Tax (IHT) form. This may be the basic form where no IHT is due (IHT205 or IHT421) or a much more detailed form (IHT 400) where IHT has to be paid.
If IHT is due, then the IHT 400 is sent to HMRC together with the payment. You cannot apply for a Grant until HMRC confirms the tax has been paid.
4. Send your application to the local probate office. It should include the PA1 and IHT 205 form (where applicable), a copy of the death certificate, the original will and several copies, along with the application fee.
5. You will then need to swear an oath confirming the details of your application at your local probate office, or at a solicitors office.
6. If there are no problems with the documents, the Probate Registry will issue the grant of representation.
Our team of probate specialists can guide you step by step through the process of applying for a grant of representation. We can provide expert legal advice on each stage of the process, and answer any question, no matter how small, on the information you need to supply in order to obtain a grant of representation.