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Probate: What It Is and When You Need It

Last updated: Checked against primary legislation on legislation.gov.uk

Probate is the legal process of dealing with someone's money, property and possessions after they die. A 'grant of probate' (or 'letters of administration' if there's no will) is the official document that gives the executors or administrators the authority to gather in the estate, pay any debts and tax, and distribute what's left. This guide explains when probate is needed, how to apply, and what it costs in 2026.

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When is probate needed?

Whether you need probate depends on what the person owned and how it was held. It's usually needed when:

  • The person owned property or land in their sole name
  • They held significant sums with a bank or other institution (each sets its own threshold above which it asks for probate)
  • They held shares or investments that need to be transferred or sold

It's often not needed when:

  • Everything was owned jointly (e.g. a joint bank account or a home owned as 'joint tenants'), it usually passes automatically to the survivor
  • The estate is small and below each institution's threshold
If you're not sure, ask each bank or organisation what they require, thresholds vary widely, from a few thousand pounds up to £50,000 or more.

Probate with and without a will

  • With a will: the executors named in the will apply for a 'grant of probate'
  • Without a will (intestate): the closest relative applies for 'letters of administration' and becomes the administrator
  • Either way, the grant proves your legal authority to deal with the estate

If there's no will, the intestacy rules decide who inherits, see dying without a will.

How to apply (England & Wales)

1
Value the estate
Work out the value of everything the person owned and owed at the date of death, and report it to HMRC. This is needed for Inheritance Tax, even if none is due.
2
Deal with Inheritance Tax
Pay any Inheritance Tax due (or confirm none is). You usually can't get the grant until IHT is paid or arrangements are made.
3
Apply for the grant
Apply online or by post to HM Courts & Tribunals Service, with the will (if any) and the IHT confirmation.
4
Administer the estate
Once you have the grant, collect in the assets, pay debts, and distribute the estate according to the will or intestacy rules. Keep accounts.

What probate costs in 2026

  • The probate application fee is £300 for estates worth more than £5,000
  • There is no fee if the estate is £5,000 or less
  • Extra official copies of the grant cost £16 each (useful for sending to several institutions at once)
  • You can apply yourself to keep costs down, or use a solicitor or probate specialist (who charge fees, sometimes a percentage of the estate)
The application fee rose from £273 to £300 on 27 January 2025. This is separate from any Inheritance Tax and from solicitor fees. Check the current fee on GOV.UK before applying.

Scotland and Northern Ireland

  • Scotland: the equivalent is 'confirmation', applied for through the local sheriff court, the process and fees differ from England & Wales
  • Northern Ireland: probate is handled by the Probate Office of the High Court, with its own forms and fees

Check mygov.scot or nidirect.gov.uk for the current process and costs.

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A Citizens Advice appointment can take weeks. Our free assistant is available 24/7 with no appointment, giving you clear, step-by-step answers about your exact situation, what to do next, and the deadlines that matter.

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Need to take action? It can draft a ready-to-send formal letter for you (optional, from £4.99).
England, Scotland, Wales & Northern Ireland.

Frequently asked questions

When do you need probate?

Probate is usually needed when the person who died owned property or land in their sole name, or held significant sums with a bank or other institution that requires it. It's often not needed where everything was owned jointly (passing automatically to the survivor) or the estate is small and below each institution's threshold. If unsure, ask each organisation what they require.

How much does probate cost in 2026?

In England and Wales the probate application fee is £300 for estates worth more than £5,000, and there is no fee if the estate is £5,000 or less. Extra copies of the grant cost £16 each. The fee rose from £273 to £300 on 27 January 2025. This is separate from any Inheritance Tax due and from any solicitor's fees.

What's the difference between probate and letters of administration?

If there's a will, the named executors apply for a 'grant of probate'. If there's no valid will, the closest relative applies for 'letters of administration' and acts as administrator. Both documents give legal authority to collect in the estate, pay debts and tax, and distribute what's left.

Can I do probate myself without a solicitor?

Yes. Many people apply for probate themselves, online or by post, which keeps costs to the £300 application fee. A solicitor or probate specialist can help with larger or more complex estates, for example where there's Inheritance Tax, a business, property abroad, or a dispute, but they charge fees, sometimes a percentage of the estate.

Related guides

What to Do When Someone Dies
The step-by-step checklist after a death.
Registering a Death
The 5-day deadline and getting the death certificate.
Dying Without a Will
Who inherits under the intestacy rules.
How to Make a Will
Make sure your executors know what to do.
Wills, Overview
Why a will matters and how it works.

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https://www.knowyourrightsuk.com/wills/probate
Know Your Rights UK. "Probate: What It Is and When You Need It." Know Your Rights UK, https://www.knowyourrightsuk.com/wills/probate