The following Wills & Probate guidance note provides comprehensive and up to date legal information covering:
This Practice Note covers, in the main, applications made by a practitioner by post. It is possible for legal professionals (as well as lay persons) to make an application online in certain specified cases, but the procedure differs substantially to that in a paper application.
An application for a grant of representation can usually be made to the principal registry or to one of the district probate registries.
However, an application for a grant of administration pending determination of a probate claim (a grant pendente lite) must be made to the principal registry.
With effect from 1 October 2019, an application for a grant can be applied for online although there remains the obligation to supply details of value of the estate, again online, to HMRC. It is possible to use the portal to apply the nil rate band and transferable nil rate band exemptions to the value of the estate. The only paper documentation that is required to be sent to the probate registry is the original Will and the IHT paperwork.
An application for a grant of representation can be made personally or through a probate practitioner. The online application service was rolled out in pilot form for legal practitioners in October 2019, whereas the online procedure for personal applicants has been available since the
**excludes LexisPSL Practice Compliance, Practice Management and Risk and Compliance. To discuss trialling these LexisPSL services please email customer service via our online form. Free trials are only available to individuals based in the UK. We may terminate this trial at any time or decide not to give a trial, for any reason. Trial includes one question to LexisAsk during the length of the trial.
To view the latest version of this document and thousands of others like it, sign-in to LexisPSL or register for a free trial.
Existing user? Sign-in
Take a free trial
Take a free trial
0330 161 1234