The UK’s Trusted Probate Specialists

Do I need probate?

Very often Executors or beneficiaries believe that because there is a will, probate is not required.

Typically, probate is required when assets held by the Deceased in their sole name exceed £15,000. In light of this the most common reasons why you might need probate are to :-

  • Release monies held in a bank account belonging to a Deceased person
  • To sell a property belonging to a Deceased person
  • To transfer or to sell Shares owned by a Deceased
  • To claim monies under a life insurance policy
  • To bring a claim by the estate eg. Care Home Fees Recovery or a PPI claim or a medical negligence action

If you are unsure about the probate and whether you need probate, call our probate advice helpline on 0845 568 4000.

When you are unlikely to need probate

You should always seek legal advice upon whether probate is required, however typically probate is not required in the following circumstances :-

  • For jointly held assets such as bank accounts, or property
  • For small sums held in banks. Most banks will release assets below £5,000 without probate
  • Insurance policies when there is a nominated beneficiary
  • Assets that fall outside an estate eg. a life policy

If you are unsure whether you need probate ? call us now on 0845 568 4000 and let us help.

James Clancy
07:44 12 Oct 21
Tm Solicitors were an absolute joy to deal with in a time of of loss if one can put the two words in the same sentence... ! They responded promptly to all emails and there was always somebody on the phone I could speak to when needed. All paperwork was sent promptly when needed. We also had probate to deal with in Ireland and Vicky went above and beyond to facilitate in getting all the relevant paperwork to Ireland. The fees were exactly as they quoted with no extra charges. I would not hesitate to recommend more
Dan “Big Dan” W
09:23 27 Sep 21
Shortly after my father passed away early 2020, I began to "attempt" to get his estate in order but very quickly hit a... road block. Creditors wouldn't talk to me because I didn't have letters administration and I couldn't get letters of administration without having access to to his accounts.I called up and originally spoke to Tim Murden who very quickly reassured me he and his team would be able to resolve this for me. I was contacted by Rebecca who has been a star from start to finish, and she got to work right away. Unfortunately shortly after we got started, the UK went in to lockdown and everything come grinding to a halt. During lockdown, Rebecca was unable to progress my case, but still maintained contact. As soon as people started to return to work again she picked it all back up and got the ball rolling again.Throughout this process, Rebecca has repeatedly chased all the relevant parties and even went above and beyond when I was having a an issue with conveyancing solicitors. I hope that I never have to use her services again (in the nicest way possible), but if I did I wouldn't use anyone else, and I would recommend TM Solicitors to anyone.Thanks again for all your more
sophia michael
13:57 13 May 21
Sorry for the late response ...Rebecca Sidebottom desires a wage rise as she so helpful and extremely professional... when dealing with clients, her knowledge is fantastic and I can recommend this company more
Paul Masri-Stone
15:10 16 Jan 21
I'm writing this without being prompted as I have been so impressed with the probate service from TM Solicitors. From... my first phone call through to the final estate accounts and distribution, Suzanne Underwood has been so helpful. I found them via a Google search and called on the strength of Google reviews. Their fees are very reasonable and they only take them at the very end even if that's many months away, so no stress there. And as I have just discovered, they remain helpful and proactive even after they have been paid and everything has been officially concluded. My family and I are very more
Tish Rybak
11:59 16 Sep 20
I would like to take this opportunity to say a very BIG THANK YOU to TM Solicitors, in particular Rebecca Sidebottom... for the help and support which began nearly 2 years ago relating to my late sister's Estate. There have been many ups and downs over this period, but Rebecca has been very supportive in providing very good advice where needed. The ERYC were particularly difficult to get them to refund the Council Tax which was due to us, but Rebecca kept me informed all the way. I would highly recommend TM Solicitors to any of my family or friends. Trishread more
06:52 22 Mar 20
I have never left a review online before, but the service here from Suzanne Underwood was so outstanding that I... persisted to work out how to login to write a review. Employing TM solicitors from overseas here in Australia to sort out UK Legal issues with regards to Reseal of probate and wills, it was so reassuring to have someone on the ground who could communicate so efficiently with both me as well as the necessary institutions and authorities in UK.Suzanne kept me up-to-date on all progress at all times without me even prompting, she is simply outstanding. Her efficiency in working on the job has resulted in me having less stress about this whole situation. This was certainly a lot more than I expected when I first appointed them. Highly recommended.Once again a very special thanks to Suzanne Underwood who is just an amazingly efficient person, and a great communicator and this is rare these days.Regards, Tinaread more

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