When is Probate required? 

Probate is required in the following situations:

  • When property is held in the sole name of the deceased or as tenants in common
  • When the deceased held assets typically worth £5,000* or more with financial institutions
  • When the financial institutions holding assets in the sole name of the deceased require a Grant of Probate for the funds to be released*
  • When the deceased benefited from a trust during their lifetime 

To help identify whether Probate may be required we have developed a few simple questions for you to answer which will help determine if Probate is required. Please click on the 'Is Probate required' link below to find out more.

*Banks and other financial institutions may use a higher threshold than £5,000 before they require evidence of the Grant of Probate to release the funds, so it is worth checking with these organisations exactly what they require.

What next?

Don't hesitate to get in touch.

Call our Probate Team on:

0843 249 5737

Or request a CALL BACK
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