Documents Required When Applying for Probate in 2022, in the UK

Documents Required for Probate

Applying for grant of probate when someone dies is a legal process and as such, certain documents are required. As well as the probate forms, there is other documentation that needs to be sent to the Probate Registry, as well as to HMRC, banks and building societies, utility companies and insurance companies.

The probate process is currently taking 10-12 weeks in the UK, but it can take longer depending on the circumstances, such as whether there is a will or not, the size and complexity of the deceased’s estate, and the right documentation being completed and submitted on time.

How to apply for a grant of probate?

You will need to apply for grant of probate within 6 months from the date the deceased died which gives executors of the deceased’s will the authority to manage their estate. But first, let’s give you an overview of how to apply for probate. Due to the recent coronavirus pandemic, you are now able to apply for probate online. Which forms you complete digitally depends on whether the deceased left a will or not, and whether the person applying is the executor or a relative of the deceased.

However, even if you apply online to the Probate Registry, you will still need to collate and send in the post (or take by hand if that’s possible) the relevant documents required for probate.

Documents required to apply for grant of probate online

The grant of probate is a legal document from the court that authorises the executor(s) to administer the deceased’s estate. An executor is not allowed to proceed with estate management without this documentation so the sooner you can apply for it, the better. To apply online, you will need the following documents with you:

As well as this documentation, there is specific information you will need to know to complete the grant of probate application. These details are:

In some cases, other documents may also be needed, such as:

You can also apply for grant of probate by post by downloading the relevant forms, depending on whether there is a will (Form NIPF1) or no will (Form NIPF2), completing them and sending to the Probate Registry office in London together with all of the above relevant documents. Again, if you’re not sure about any information you’ve used to complete the form, and to make sure it is accurate, ask a probate specialist to check. It is always recommended to send the application and related documents by registered or recorded post for safety.

At Probates Online, we offer a will writing service or a Complete Estate Service to help you through the probate process and estate administration upon the death of a loved one. If you are looking for advice on inheritance tax, gifts or trusts, or need to apply for Grant of Probate, Letters of Administration or would like to take advantage of our entire Estate Administration service, visit our website for more information or contact us today.