Probate
Probate is simply the legal process of dealing with someone\u2019s estate after they die. It is often less complicated than it sounds — but knowing the order of things helps.
What probate is
It is the formal authority — given by the court — for someone (usually the executor named in the will, or a close relative if there is no will) to manage the deceased’s estate.
When it is needed
Most banks need probate before they release funds above a certain threshold (usually £15,000–£50,000). It is also required for selling property or shares held in the deceased’s sole name.
Doing it yourself versus a solicitor
For straightforward estates, many families apply for probate themselves through the government website. For complex estates — multiple properties, businesses, overseas assets — a solicitor is usually worth the cost.
“There is no rush. Probate can take months — that is normal.”
How we can help
We can recommend trusted local solicitors, and provide the funeral invoice in a format banks accept for early release of funds.
