Probate is a legal process in which a court validates a will.
But before we can release any of the money from someone’s estate, we need a sealed copy of the Grant of Representation and instructions signed by each of the registered executors. This may be known as a Grant of Probate (if there’s a will), a Letter of Administration (if there’s no will) or a Certificate of Confirmation.
You can do this yourself or ask a solicitor to do so on your behalf by making an application to your local Probate Registry or Sheriff Court.
It usually takes around two months to obtain probate from the time you submit the application. In more complex cases, the process can take a year or more.
We can release money from the estate without a Grant of Representation, if:
What you’ll need to send us
Once you’ve obtained the necessary paperwork you’ll need to decide what to do with the money and/or investments. There are number of options and you can view them all here.