Oxfordshire Bereavement Guide | Page 20

PROBATE What about probate? How do you sort out the estate of the deceased? When a person dies somebody has to deal with his or her estate. Their estate includes their money, property and the possessions they have left. If you are the person doing this you collate all the funds, pay any debts and share out the estate to those people entitled to it. You can do this yourself or you can engage a solicitor to do this for you. You may already have a solicitor your family uses. If not, you will need to choose one. Ask friends for recommendations and, when you contact them, ask about their charges. How can you get help to cancel council services? The Registrar who registers the death must tell certain departments that this person has died. These departments include the local council tax office and the Electoral Registrar, if the deceased lived and died in Oxfordshire. How do you apply for probate? To sort out someone’s estate, you may need to apply for probate. The Probate Office will give you a grant of probate if the person left a will, or will grant letters of administration if there isn’t a will. Your local Probate Registry will send you the forms you need with notes and guidance on what you have to do. A useful helpline telephone number is 0300 123 1072. What does a grant of probate, or letter of administration, allow you to do? A grant of probate is a legal document which allows the people named in it to collect and distribute the estate of the deceased. You can show it to organisations that hold these assets, such as banks or building societies. Probate is the process of officially proving that a will is valid, but the following information applies equally where the deceased died without leaving a will - in which case the grant is called a letter of administration. Is a grant of probate needed in all cases? Not always. It may not be necessary to obtain a grant of probate where a home is held in joint names and is passing by survivorship to the other joint owner where a joint bank or building society account is held. Production of a death certificate may be sufficient for the monies to be transferred to the joint holder and certain institutions may release monies without a grant being produced if the amount held by the deceased was small. You will need to apply to the institutions to see if they will release monies without a grant. Staff at probate registries will offer procedural guidance on how to obtain a grant. They cannot provide legal advice. Oxford District Probate Registr