Estate solutions: Grant and assets

What is this?

We can obtain the Grant of Probate on behalf of the named Executor, if there is a Will or Administrator, if there is no Will. This allows the Executor or Administrator to collect in funds, pay any outstanding debts and then distribute and/or transfer the assets to the beneficiaries.

There may be some assets that remain in the sole name of the deceased. If there are no more than three assets, we can collect in and pay, or transfer the assets to a maximum of two beneficiaries. This does not include property.

We will:

• Ask the Executor or Administrator to complete a Fact Find, which will ask for key information about the deceased's assets and debts at the date of death.
• Use the Fact Find to prepare the paperwork for the Probate Registry and HMRC (as necessary) for signature.
• Submit the application to the Probate Registry.
• Upon receipt of the Grant of Probate, we will collect in the assets for distribution, or transfer them to the beneficiaries depending on the instruction of the Executor or Administrator.
• We will then send you the Grant of Probate to complete the process and pay any debts, if required.