 |
|
| | |
|
Am I entitled to a grant ?
There are rules which govern who may be given a grant.
The following points are a brief guide for you:-
1. If there is a Will with named executors they are the
first people entitled to a grant.
2. If there are no executors or the executors are unable
or unwilling to apply, the next person entitled to a
grant is any person named in the Will to whom the
estate or remainder of it, after gifts have been paid,
has been given.
3. If the deceased has not made a Will, application for a
grant should normally be made by his or her next of
kin in the following order of priority:-
- Lawful husband or wife (Note: Common-law partners have no entitlement to a grant)
- Sons or daughters
- Parents
- Brothers or sisters
- Grandparents
- Uncles or aunts
Note: A grant cannot be issued to any person under the
age of 18.
If you are not sure whether you are entitled to apply
you should still complete and return the forms and we
will let you know. If you are a distant relative please
supply a brief family tree showing your relationship to
the deceased.
When more than one person is entitled to a grant they
may all obtain a grant together. However, a maximum of
four applicants is allowed and all applicants will have to
attend an interview.
In most cases only one person needs to obtain the grant
but there are circumstances when it may be necessary
for two people to do this, e.g. if anyone entitled to the
estate is under the age of 18. If this is the case we will
let you know as soon as possible after we have received
your application.
Although the Probate Registry needs to account for all the
executors named in a Will they do not all have to apply
for probate. The other executor(s) may either renounce
all their rights to probate or they may reserve the right
to apply for probate should it become necessary in the
future (.power reserved.). The .power reserved. option is
the most common one and is used, for example, when the
executors live in different parts of the country or it is not
convenient for one of them to attend the interview due
to work commitments. Only the executor(s) who attend
the interview will be named on the grant and then only
their signature will be required to release the assets.
Please ask any executors who do not wish to apply which
option they prefer and complete their details on form PA1.
We will send you the relevant form for them to sign once
we have checked your application.
If the person who is entitled to the grant does not
wish to apply, they may appoint someone else to be
their attorney to obtain the grant on their behalf.
If this is the case you should complete their details on
form PA1 (Section C).
We will send you a form for them to sign after we receive
your application. If it is not possible to issue a grant to
you, we will explain the reasons.
Below are forms and guidance notes made available to you to guide you through the process of probate.
This information refers only to the law in England and Wales. If the deceased was permanently resident outside England and Wales another system of law may apply – this will be explained when we receive your application. If you need to apply for a Grant of Representation in Scotland or Northern Ireland, you should contact the court in the appropriate country.
Forms & Leaflets
|
| PA1 |
How to obtain Probate - application form (194Kb) |
| PA1a |
Guidance notes For Probate Application Form PA1 |
| PA1s |
Application for Probate Search |
| Click here |
for
Welsh versions of Probate Forms & Leaflets |
| |
|
| PA2 |
How to obtain Probate - A guide for the applicant
acting without a solicitor (21Kb) |
| PA3 |
Probate Fees (18Kb) |
| PA4 |
Directory of Probate Registries(19Kb) |
| PA6 |
My probate appointment - What will happen? (118Kb) |
For more information see The Court Service
|
|
|
|