Help with a new application

Help with an existing application

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What are the first steps if Probate is required?

  • Once you have registered the death and arranged the funeral, you will need to start thinking about Probate.
  • You will need copies of the death certificate, these can be obtained from your local registry office.
  • Work out if there is a Will. If you are unsure how to go about this, or if there is a Will, please contact us
  • At this point it may be advisable to seek professional advice. Depending on the size of the Estate, the number of assets, the number of beneficiaries and the amount of cash in the Estate to settle any IHT bills, a Professional Probate company could assist throughout this process. To find out your options, please contact us

Help with an existing application

Brighton Probate Registry

09:30am to 3pm Monday to Friday 01273 573512

Liverpool Probate Registry

09:30am to 3pm Monday to Friday 0151 224 6501

London Probate Department

09:30am to 3pm Monday to Friday 020 7421 8511

Leeds Probate Registry

09:30am to 3pm Monday to Friday 0113 3896 117

Oxford Probate Registry

09:30am to 3pm Monday to Friday 01865 264268/264249

Cardiff Probate Registry of Wales

09:30am to 3pm Monday to Friday 02920 474381

Newcastle-Upon-Tyne Probate Registry

09:30am to 3pm Monday to Friday 0191 2112183

Winchester Probate Registry

09:30am to 3pm Monday to Friday 01962 814145

Valuing an Estate

  • How to value an Estate for Probate
  • Estimate the Estate’s value
  • Working out your estimate
  • Assets
  • Valuing joint assets
  • Gifts
  • Debts
  • Get the gross value of the estate

Finding details of Assets and Debts

Find organisations to contact about the person’s assets and debts by searching through their papers. You can also ask friends, family and any solicitor or accountant they had.

Assets

Organisations that hold a person’s assets often include:

  • their bank
  • their pension provider – ask if you should include any private pension when you value the estate
  • their employer – the person may be owed wages
  • any companies they held shares in – include the number of shares, company details and the share certificate number (if you have it)
  • National Savings and Investments (NS&I) for Premium Bonds – use the free tracing service if you can’t find certificates
  • other organisations that hold assets like ISAs, shares, investments or assets in a trust

  • their landlord, if they had one – the person may have paid rent in advance

Getting help

You can hire a professional (for example licensed Probate practitioner) to help with some or all of the tasks involved with valuing an Estate and taking out the grant of Probate.

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