Why is a Grant of Probate Certificate Required?

A Grant of Probate is an official document the Probate Registry issues when someone makes a will. Gaining access to a Grant of Probate certificate is

Why is a Grant of Probate Certificate Required?

A Grant of Probate is an official document the Probate Registry issues when someone makes a will. Gaining access to a Grant of Probate certificate is a complex process involving the Inland Revenue and the UK Probate Court, and generally benefits from expert intervention. If someone passes away owning assets held in a bank or other financial institution or if a company (a pension or life insurance provider) is likely to pay the estate of a deceased person, they may stipulate that you apply for either a Grant of Probate or Letter of Administration to ensure the right people receive the right money or assets. The procedure is generally known as “Applying for Probate”.


  • A Grant of Probate Certificate is a legal document that confirms the executor’s authority to manage and distribute the deceased’s estate according to their will.
  • It’s essential for accessing bank accounts, selling property, or transferring assets legally held in the deceased’s name. 
  • Financial institutions and government bodies often require this certificate as proof of the executor’s right to act on behalf of the estate. 


Obtaining a Grant of Probate ensures transparency, protects beneficiaries, and helps prevent potential disputes over property and inheritance.


Who Needs a Grant of Probate Certificate?


A Grant of Probate Certificate is typically required by executors named in a will when the deceased owned assets solely in their name. If the estate includes property, large bank balances, or investments, probate is usually necessary to legally transfer ownership.


The probate may not be required in case of the assets are jointly held or of low value.


Solicitors, financial advisors, and family members acting as executors often need this document to administer the estate efficiently. If you are looking for Grant of Probate certificate and need complete assistance in the procedure, you need to reach the trusted service providers.


If you need help with a Grant of Probate in UK, get in touch for your free consultation with IWC.

Top
Comments (0)
Login to post.