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10 Wills and Probate
6. What is a probate?
Probate (or more specifically 'probate of the will') is an official form that gives the executors of the will the right to deal with the assets and property of the dead person. When you show the probate form to a bank, for example, they know they are dealing with the person who has the right to handle the estate, and they will allow you to withdraw money from the dead person's account.
When you apply for probate, you are promising the Probate Court that you will deal with ('administer') the estate as set out in the will and according to law. If you don't do this, you will be in trouble with the court (and with the people who should benefit from the will). Probate makes sure that the executors carry out their task properly.
When there is no will (or there are no executors named in the will or the executors have died), the official form is called 'letters of administration'.
Do I always need to get probate?
However, you will need to apply for probate if the person who died had:
You may have to apply for probate if the person had any life insurance or term insurance policies which are paid to the estate. Some policies are written so that they are paid straight to the beneficiaries of the policy (rather than to the estate), and you do not need probate for these kinds of policy.
You will have to apply for probate if the person who has died gave away large gifts or sums of money (which, with the person's other assets, total more than a certain amount, called the 'nil rate band') in the seven years before they died. If so, inheritance tax must be paid on the gifts. The amount of nil rate band is reviewed each year - see 'Will I have to pay inheritance tax?'. Even if these gifts were not worth more than the nil rate band, their value must be added to the assets of the dead person, because the amount of inheritance tax is based on the value of the estate plus the value of any gifts made in the seven years before they died (excluding certain annual allowances).
There is an important exception to the seven-year limit on gifts: if the person who died gave away their home but continued to live in it rent-free, its value will count towards the assets on which inheritance tax must be paid, regardless of when they gave it away.
In most cases where there is no will you must apply for 'letters of administration', which serve the same purpose as probate. You apply for a grant of letters of administration in the same way you would apply for probate. However, as with probate, you may not have to apply for letters of administration if the person's estate was not worth very much.
How do I apply for probate?
See 'Further help' for the number to call to find your nearest probate registry. The registry can send you information packs. These include probate application forms and information on how to fill them in. You can also talk to registry staff if you are having difficulty filling in a probate application.
This leaflet is published by the Legal Services Commission (LSC). It was written in association with Paul Elmhirst, a solicitor specialising in wills and probate.
Leaflet version: April 2019
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