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DIY Probate

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Comments

  • You cant do 'tell us once' until the registrar gives you a registration number for the system. This will be when you register the death.

    If DWP payments are received in the meantime then they'll send you a request for repayment in due course.

    I have just done a 'simple' probate application, even though there were a few hurdles the Probate office were very helpful. It really is just a big paper exercise so as long as you're organised it should be easy.

    Good luck.
    Mortgage Due to Start April 2015 - £165,000
    Over payment Goal £3,000pa (£250/month)
  • G6JNS
    G6JNS Posts: 563 Forumite
    jackyann wrote: »
    3 tips:

    get several copies of the death certificate

    do ask the Probate Office for help when unsure

    there is no need to rush - if by any chance a beneficiary really needs their money, do a quick calculation and give them half as an interim payment.
    An executor is in no position to make an interim payment until they have probate. Even then they should proceed with caution.
  • Savvy_Sue
    Savvy_Sue Posts: 47,474 Forumite
    Part of the Furniture 10,000 Posts Name Dropper
    It can be that simple, but the first thing to check is did your mother leave a will, and are you and your sister both executors? Because if there is a will, then you can only apply for probate yourself if you are an executor.

    If she named other executors, then you'd need to ask them to renounce.

    If there is no will then you're after Letters of Administration, but it's still fairly straightforward.

    I'd get a book (maybe from the library but make sure it's up to date).

    Once you start the forms, you can complete them online and save them (use Internet Explorer and Adobe, other browsers and pdf readers are available but don't work nearly so well) for later review. And that's quite useful! The notes available with each form are fairly clear, it can become a bit complex and you do need a clear head and a proofreader IMO to check you don't do anything silly.
    Signature removed for peace of mind
  • Just completed the process of gaining a grant of Confirmation (Scottish system) for my mum. Far more straightforward than I thought it would be.

    Use this guide; it contains everything you need to know.

    www. bereavementadvice.org/uploads/DOC5452AE8C87C81.pdf
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