The UK’s Trusted Probate Specialists

What is probate ?

Understanding exactly what probate is can be very confusing after someone has died. It is important to understand exactly what probate is, whether you need probate and whether you need to get help.

Probate is simply the legal term that is given to the process that is followed after someone has died. It is typically undertaken by the executor named in a will or the administrator (typically a relative) when there is no will.

The probate process involves an application being made to the probate court for the issue of a legal document known as a grant of probate (if there is a will) or a grant of letters of administration (when there is no will). This document is needed to deal with the assets of a deceased person such as collect monies from a bank account, sell shares, or collect monies under a life insurance policy.

Typically in our experience you will need probate to:

  • Close a bank account having a balance over £15,000
  • Collect or transfer shares
  • Sell a property
  • To make a claim under a life policy or a pension death benefit
  • Make a claim by the estate eg. PPI, or care home fees

Applying for Probate : when to get some help

To obtain probate requires an application being made to the probate court, which is called the Probate Registry. The procedure varies depending upon whether you seek help from a solicitor like ourselves or apply in person. Often we get asked as to the benefits and advantages of using a solicitor, and whether it is worth seeking help.

Unlike most solicitors, we charge a simple fixed fee which is payable at the end of the case. In many cases we can obtain probate quicker than a personal application. For example, if you need probate urgently for the sale of a property we can obtain probate in a matter of weeks. We also take care of the inheritance tax return which most people find difficult to complete.

Other times you should seek help with probate are:

  • When the original will is lost
  • You need probate quickly
  • Inheritance tax is payable e.g. an estate over £325,000
  • There are issues or problems with the will
  • There is no will and the beneficiaries are children
  • There are problems with the executor or missing beneficiaries
  • The deceased left foreign assets
  • Beneficiaries cannot be traced

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

To find out whether you need probate please click here.

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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