Probate & confirmation
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For confidential advice and support on probate matters please call 0845 077 0054
This part of the site provides legal information and documents relating to dealing with a person's property and financial affairs after their death, including obtaining probate (or, in Scotland, confirmation), managing the deceased's estate and inheritance tax implications.
- Start for free using our 'self-drafting' documents
- Save on legal fees with no compromise on quality
- Watch as the document is drafted as you answer simple questions
- Extra support, advice and tailoring available from the Legal Team
See below for the range of services or, for more help and information, click on the law guide topics in the left-hand menu.
Please note, these legal services may be available to you for free if you have AA Home Insurance Legal Expenses Cover. If in doubt, please check your insurance policy documentation.
Probate & confirmation
Products
Probate
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Product name: Beneficiary receiptShort description: Once probate has been granted, the executors or administrators of the estate can begin the process of distributing assets. This document can be used as part of this process by creating a receipt to be… Read more
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Product name: PA 1 - Probate application formShort description: When a person dies leaving behind an estate, which can include a house or a flat, as well as money, shares and personal possessions, it is usually necessary to apply to the Probate Registry to obtain a… Read more
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Product name: Probate letter to annuity providerShort description: When applying for a grant of probate, the executor(s) named in a Will or the administrators must determine the value of the deceased's estate at the time of his/her death and, in this process, you can use… Read more
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Product name: Probate letter to bank or building societyShort description: When applying for a grant of probate, the executor(s) named in a Will or the administrators must determine the value of the deceased's estate at the time of his/her death and, in this process, you can use… Read more
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Product name: Probate letter to investment providerShort description: When applying for a grant of probate, the executor(s) named in a Will or the administrators must determine the value of the deceased's estate at the time of his/her death and, in this process, you can use… Read more
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Product name: Probate letter to life insurance companyShort description: When applying for a grant of probate, the executor(s) named in a Will or the administrators must determine the value of the deceased's estate at the time of his/her death and, in this process, you can use… Read more
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Product name: Probate letter to loan or credit card companyShort description: When applying for a grant of probate, the executor(s) named in a Will or the administrators must determine the value of the deceased's estate at the time of his/her death and, in this process, you can use… Read more
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Product name: Probate letter to mortgage companyShort description: When applying for a grant of probate, the executor(s) named in a Will or the administrators must determine the value of the deceased's estate at the time of his/her death and, in this process, you can use… Read more
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Product name: Probate letter to pension providerShort description: When applying for a grant of probate, the executor(s) named in a Will or administrator(s) must determine the value of the deceased's estate at the time of his/her death and, as part of this process, this… Read more
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Product name: Probate letter to share registrarShort description: When applying for a grant of probate, the executor(s) named in a Will or the administrators must determine the value of the deceased's estate at the time of his/her death and, in this process, you can use… Read more
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Product name: Probate letter to utility companyShort description: When applying for a grant of probate, the executor(s) named in a Will or the administrators must determine the value of the deceased's estate at the time of his/her death and, in this process, you can use… Read more
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Product name: Renunciation of administrationShort description: When someone dies without a Will, his/her estate needs to be administered (that is the process of paying any debts, collecting assets and distributing them to those who are legally entitled). To… Read more
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Product name: Renunciation of probateShort description: If you have been appointed an executor in a Will, and you do not want to act in this role, you can use this document to refuse your appointment. People often find, particularly after the death of a… Read more
Dealing with an estate
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Short description: If you owned a share of joint property with another person who has passed away leaving you their share of the property in addition to your own, you can use this deed of variation to give this inherited… Read more
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Product name: Deed of variation redirecting property given by WillShort description: This document should be used to redirect a gift (or part of a gift) that has been left to you under a Will to one or more people. Please note that once this deed of variation has been signed, it cannot be… Read more
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Short description: This document can be used to vary a gift left to you via intestacy, that is the process where an estate is distributed when the deceased has not left a Will. This deed will allow you to give a gift you… Read more