Grant of Probate

ineedsomehelp75

I'm acting as executor of will for my father's estate. The building society he had his is a with has written to me saying to get the cash they need to receive the grant of probate. Then on the next line in says if I want to transfer the account to another person they need sight of the grant of probate. Are these both the same thing, receiving and sighting ie do I definitely need to apply for probate?4

g6jns_2

ineedsomehelp75 wrote: »

I'm acting as executor of will for my father's estate. The building society he had his is a with has written to me saying to get the cash they need to receive the grant of probate. Then on the next line in says if I want to transfer the account to another person they need sight of the grant of probate. Are these both the same thing, receiving and sighting ie do I definitely need to apply for probate?4

Yes you do. It really is not an onerous task if you approach it methodically.

ineedsomehelp75

I've already done all the forms, have interview tomorrow. Just panicked a bit this evening as my mother spoke to a friend who said her husband had an is a, but didn't need probate. Just double checking and questioning myself before I spend money on probate. We live in northern Ireland.

Tuesday_Tenor

It probably depends how much is in the ISA.

For small(-ish) balances the institutions often don't need the grant of probate, but you sign an indemnity instead.

For larger sums, the grant will be needed.
They've already said that you need it for that perticular account.

The thresholds vary between institutions. It used to be typically over £5000 for which you'd need the grant of probate. Now institutions don't require it unlee the funds are £10K, £15K or even more in some cases.

getmore4less

Do you have the funds release forms from the BS, if not get them and/or check on line. they will outline the limits that institutions uses for indemnities.

ineedsomehelp75

Spoke to bs today and def need probate. The sight bit means they don't need the original but a solicitor certified copy if that easier. In my case because I'm going this myself its not, I'll just send them an original copy when I get it.

Mojisola

ineedsomehelp75 wrote: »

Spoke to bs today and def need probate. The sight bit means they don't need the original but a solicitor certified copy if that easier. In my case because I'm going this myself its not, I'll just send them an original copy when I get it.

You only get one form - I wouldn't send it off in the post.

A solicitor won't charge much to make a certified copy for you so you can keep the original safe.

Shelldean

You can ask for certified copies of the letter of admin, think it was about a £1 for each extra. We have one original and about four copies for the estate we are.dealing with. Means we can send it off and.not be awaiting its return.for the next establishment that needs to see it.

Shelldean

Sorry extra copies are 50p not £1


https://www.gov.uk/wills-probate-inheritance/applying-for-a-grant-of-representation

SandraScarlett

If you're doing a DIY job, it's £215, plus 50p for each copy. My DH died a month ago, and though I've completed these forms in the past for other people, I thought this was a bit too close to home, so I went to a solicitor for a free consultation, having downloaded the forms and pencilled in some amounts.


After finding out the fees, I decided I'd carry on myself! Although I'm in Greater London, and could have taken them to the London Probate Office, I was advised to post them, by registered mail, to Ipswich, as the waiting time is less.


Apparently an Oath will be sent, which I can swear in front of the solicitor for about £10, which is then returned to the Probate Office, and the Grant will then be sent. I was advised to request a copy for each organisation that needs one, plus a few more.


I posted all the forms, Death Certificate, and cheque, this morning, which should arrive on Monday, and I'll keep you updated on the time scale.


xx

SandraScarlett

Some of the Government websites ask for the Original Will, and 3 copies, others only ask for 2. I decided to send 3, but it would help if the websites were in agreement!


xx