House Clearance Help & Advice: How to apply for a grant of representation (in the uk).
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Applying for a grant of representation in the UK is a procedure designed to make sure that only the most entitled person received offical authorisation to take charge of the estate of the deceased. It uses forms, certificates and interviews to ensure that only the right person receives a grant of representation and that it is done as fairly as possible.
I’m going to explain how it’s done here in a simple, step by step format just in case you are preparing to apply yourself for a grant of representation. Follow the instructions carefully and as long as you are entitled to apply then you should have no problems.
Step 1: Firstly, you need to obtain the correct application forms from the nearest Probate Office to you. On this website there will be a page called Probate Offices where you will find a list of all of the offices in the UK. You will simply need to contact them and request the appropriate forms.
However, you will need to take care to ensure that you have the correct forms. These will be “the probate application form” which will ask for details about the deceased and yourself as an applicant. You will also need to complete an “account of the estate” which will require you to give a full acount of the estate of the deceased. It will mean attempting to obtain the full value of all items mentioned including interest, money due, estimated value for household possessions and the full market value of any property shown.
Step 2: You will then need to use our list of UK Probate Offices to choose where you want to be interviewed.
Step 3: The next step is to complete these application forms, appraising the value of all items to the best of your knowledge.
Step 4: The penultimate step is simply to return the forms, including a copy of the death certificate and original will to the appropriate probate registry. Obviously, registered post or special delivery are a must for documents of this importance.
Step 5: The final step is simply to attend the interview at your nearest Probate Office. You will be notified whether you have succeeded or failed in your application, with a justification for the decision, as soon as possible.
Hopefully this brief guide has helped you on your way to obtaining a probate grant of representation. If you would like more information on duty and tax on inheritances then please see my next article “UK Probate: Taxes”