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Probate advice

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By *nabelle21 OP   Woman
over a year ago

B38

Has anyone ever processed probate themselves, without using a solicitor?

If so, was it a simple process?

Has anyone had issues when doing it themselves?

Any advice glady received.

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By *inky_couple2020Couple
over a year ago

North West

We did it through the solicitor but only because we knew if we didn't, my mother would accuse us of impropriety. The actual forms looked fairly straightforward (I signed them after the solicitor had drafted). You will need to know absolutely everything about the finances/estate of the deceased and potentially their spouse too. We had to include some information about my Grandma because her Will impacted Grandad, if that makes sense?

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By *icecouple561Couple
Forum Mod
over a year ago

East Sussex

Having done it twice using a solicitor I'd never attempt it myself unless it was very straightforward, myself and any other executors were in 100% agreement and there were very few beneficiaries who were happy with everything in the will.

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By *WDomMan
over a year ago

Taunton

Theres a guide on money saving expert website. Worth a look for simple estate.

Personally I’d do the probate myself. But then I’m an tax and valuation expert with ready access to legal guidance and know probate specialists I could get free advice from, so what works for me might be different for you!

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By *nabelle21 OP   Woman
over a year ago

B38


"We did it through the solicitor but only because we knew if we didn't, my mother would accuse us of impropriety. The actual forms looked fairly straightforward (I signed them after the solicitor had drafted). You will need to know absolutely everything about the finances/estate of the deceased and potentially their spouse too. We had to include some information about my Grandma because her Will impacted Grandad, if that makes sense? "

Thanks KC.

In situations as with your mom then best use a solicitor..I would too.

In this case, the beneficiaries are sisters and they are fine with 1 of them sorting it out.

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By *nabelle21 OP   Woman
over a year ago

B38


"Having done it twice using a solicitor I'd never attempt it myself unless it was very straightforward, myself and any other executors were in 100% agreement and there were very few beneficiaries who were happy with everything in the will."

This should be straightforward.

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By *yron69Man
over a year ago

Fareham

It’s easy if it’s a straightforward will.

Then takes a few months to go through.

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By *nabelle21 OP   Woman
over a year ago

B38


"Theres a guide on money saving expert website. Worth a look for simple estate.

Personally I’d do the probate myself. But then I’m an tax and valuation expert with ready access to legal guidance and know probate specialists I could get free advice from, so what works for me might be different for you! "

I'll take a look at the guide..thanks.

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By *nabelle21 OP   Woman
over a year ago

B38


"It’s easy if it’s a straightforward will.

Then takes a few months to go through."

There is no will

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By (user no longer on site)
over a year ago


"Has anyone ever processed probate themselves, without using a solicitor? *yes

If so, was it a simple process? *not simple, but not complex.

Has anyone had issues when doing it themselves? *no

Any advice glady received."

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By *inky_couple2020Couple
over a year ago

North West

If there's no Will, have you taken advice re: intestacy? Although it might seem straightforward if all are in agreement now, issues can still arise in the future, after the dissolution of the Estate. There are some sources of free/low cost advice, I'd ask CAB.

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By *moothshaftMan
over a year ago

Coventry

Anabelle, it's simple if it's a straightforward will.

My mother did it for my late father. Xx

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By *nabelle21 OP   Woman
over a year ago

B38


"If there's no Will, have you taken advice re: intestacy? Although it might seem straightforward if all are in agreement now, issues can still arise in the future, after the dissolution of the Estate. There are some sources of free/low cost advice, I'd ask CAB."

I haven't no. I am literally just starting out now.

Something else to consider then.

I need to do some research.

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By *nabelle21 OP   Woman
over a year ago

B38


"Anabelle, it's simple if it's a straightforward will.

My mother did it for my late father. Xx"

I was just saying that there was no will. KC has just mentioned about intestacy.

I have some homework to do.

Appreciate your help x

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By *izandpaulCouple
over a year ago

merseyside

If there is no will you start to enter problems.

I'd pop in to a local solicitor and just ask for some advice and costs.

It may not be as expensive as you think as long as you are prepared to do the legwork.

Without a will, problems can arise, we have been there and a long lost relative suddenly stated they had been promised a piece of the estate.

Good luck.

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By *moothshaftMan
over a year ago

Coventry


"Anabelle, it's simple if it's a straightforward will.

My mother did it for my late father. Xx

I was just saying that there was no will. KC has just mentioned about intestacy.

I have some homework to do.

Appreciate your help x

"

Sorry Annabelle, didn't see previous post!

Take it carefully, please get a half hour free consultation with a solicitor. X

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By *nabelle21 OP   Woman
over a year ago

B38


"If there is no will you start to enter problems.

I'd pop in to a local solicitor and just ask for some advice and costs.

It may not be as expensive as you think as long as you are prepared to do the legwork.

Without a will, problems can arise, we have been there and a long lost relative suddenly stated they had been promised a piece of the estate.

Good luck.

"

Thank you...I'm beginning to feel like I may need it.

It's the having no will that is a concern.

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By *nabelle21 OP   Woman
over a year ago

B38


"Anabelle, it's simple if it's a straightforward will.

My mother did it for my late father. Xx

I was just saying that there was no will. KC has just mentioned about intestacy.

I have some homework to do.

Appreciate your help x

Sorry Annabelle, didn't see previous post!

Take it carefully, please get a half hour free consultation with a solicitor. X"

Ah no..no worries. Agan, thanks x

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By *om and JennieCouple
over a year ago

Chams or Socials

Look for a local solicitor that does free half hour clinics. If the estate is of low value then intestacy isn’t much of an issue but if there is property & money it can be. If they can afford to pay for a solicitor then I’d instruct one.

Probate is taking about 6 months at the moment for straight forward cases (I deal with estates at work but not Probate).

Fabbers take note - make a will no matter how simple for those left behind xx

J x

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By *nabelle21 OP   Woman
over a year ago

B38

[Removed by poster at 29/01/22 17:26:07]

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By *nabelle21 OP   Woman
over a year ago

B38


"Look for a local solicitor that does free half hour clinics. If the estate is of low value then intestacy isn’t much of an issue but if there is property & money it can be. If they can afford to pay for a solicitor then I’d instruct one.

Probate is taking about 6 months at the moment for straight forward cases (I deal with estates at work but not Probate).

Fabbers take note - make a will no matter how simple for those left behind xx

J x"

There is both money and property.

Wow...6 months! That's so much longer than I had thought it would be.

And yes...definitely make a will.

Thanks J x

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By *age500Woman
over a year ago

ashton-under-lyne


"Has anyone ever processed probate themselves, without using a solicitor?

If so, was it a simple process?

Has anyone had issues when doing it themselves?

Any advice glady received."

Really simple process and it’ll save you a hell of a lot of money!

Gov.uk has all of the information on how to do it. just print the forms, fill them in and send them off.

Think it was around £125 and only took a few weeks

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By *om and JennieCouple
over a year ago

Chams or Socials


"Look for a local solicitor that does free half hour clinics. If the estate is of low value then intestacy isn’t much of an issue but if there is property & money it can be. If they can afford to pay for a solicitor then I’d instruct one.

Probate is taking about 6 months at the moment for straight forward cases (I deal with estates at work but not Probate).

Fabbers take note - make a will no matter how simple for those left behind xx

J x

There is both money and property.

Wow...6 months! That's so much longer than I had thought it would be.

And yes...definitely make a will.

Thanks J x"

Covid backlog. I’m waiting for so many to be granted to recover money

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By *inky_couple2020Couple
over a year ago

North West


"Look for a local solicitor that does free half hour clinics. If the estate is of low value then intestacy isn’t much of an issue but if there is property & money it can be. If they can afford to pay for a solicitor then I’d instruct one.

Probate is taking about 6 months at the moment for straight forward cases (I deal with estates at work but not Probate).

Fabbers take note - make a will no matter how simple for those left behind xx

J x

There is both money and property.

Wow...6 months! That's so much longer than I had thought it would be.

And yes...definitely make a will.

Thanks J x"

From lodging the probate to receiving the grant took about 5 months for us (this was in mid 2021). Since it's been granted, we've been stuck but that's our particular situation

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By *rDiscretionXXXMan
over a year ago

Gilfach


"Probate is taking about 6 months at the moment ...

There is both money and property.

Wow...6 months! That's so much longer than I had thought it would be."

Six months is the waiting time if you use a solicitor. If you do it yourself it takes a couple of weeks. The longest delay is in getting a tax reference to put on the probate form.

I would recommend doing it yourself. The actual grant of probate gives you the powers to handle the estate. If everyone agrees what should happen, it's all very straightforward. If someone decides there's a problem, that's when you need to get a solicitor in.

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By *ookie46Woman
over a year ago

Deepest darkest Peru

My close friend did it herself when her husband passed away. She found it straight forward and had no issues

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By *nabelle21 OP   Woman
over a year ago

B38


"Probate is taking about 6 months at the moment ...

There is both money and property.

Wow...6 months! That's so much longer than I had thought it would be.

Six months is the waiting time if you use a solicitor. If you do it yourself it takes a couple of weeks. The longest delay is in getting a tax reference to put on the probate form.

I would recommend doing it yourself. The actual grant of probate gives you the powers to handle the estate. If everyone agrees what should happen, it's all very straightforward. If someone decides there's a problem, that's when you need to get a solicitor in."

Appreciate the info...thank you

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By *nabelle21 OP   Woman
over a year ago

B38


"My close friend did it herself when her husband passed away. She found it straight forward and had no issues "

I'm going to do the same.

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By *inky_couple2020Couple
over a year ago

North West

Just to point out it won't be a grant of probate you receive, due there being no Will. It would be a "letter of administration".

https://www.gov.uk/applying-for-probate/if-theres-not-a-will

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By (user no longer on site)
over a year ago

I did it for my Mum when she died and then for my Dad two years later. But I got my Dad to grant me Power of Attorney after my Mum died so I handled all his Estate before he died so it made it much easier.

If you understand figures and can follow written instructions you will be fine doing it yourself. I had a query and rang their helpline and the guy was very helpful. I agree with the other comments about an initial interview with a solicitor but it may cost you a lot of money if you use a solicitor to complete all the probate.

I recommend after this is all completed for you to talk to your Mum about making a new will and giving Power of Attorney to someone in the family.

Good Luck x

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By *mamonkeeCouple
over a year ago

Bridgend

I’m going to kick off the probate process very soon for my grandfather. There’s a house that’s to be left in trust which I’m assuming I’m going to need some legal help with

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