Understanding Grant Applications
Before assets can be collected or distributed, banks, building societies and other institutions will often require proof of authority. This is provided through a Grant issued by the Probate Registry.
There are different types of Grant depending on the circumstances, including:
- Grant of Probate – where there is a valid will and executors are appointed.
- Letters of Administration – where there is no will.
- Letters of Administration with Will Annexed – where there is a will but no executor able or willing to act.
- Other limited or specialised Grants, depending on the estate’s circumstances.
The application process can involve detailed paperwork, estate valuation and inheritance tax reporting. Even where an estate appears straightforward, accuracy is essential to avoid delays or complications.
We ensure the correct type of Grant is applied for and that the application is properly prepared and submitted.
How we can help
Identifying the correct type of Grant
We will review the circumstances and advise which form of Grant is required.
Preparing the application paperwork
We complete the necessary forms and supporting documentation accurately and efficiently.
Inheritance tax documentation
We assist with preparing and submitting the appropriate inheritance tax forms.
Liaising with the Probate Registry
We assist with preparing and submitting the appropriate inheritance tax forms.
Liaising with the Probate Registry
We handle correspondence and deal with any queries raised during the process.
Advising executors and administrators
We explain your legal duties and responsibilities clearly so you understand your role.
Standalone or full support
We can assist with the Grant application only, or provide full estate administration services if required.
