Obtaining probate

Probate is a legal document, which gives you the power to share out the estate of the person who has died.

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.

Understand your options

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.