Probate applications go online

Applications for probate and the management of the process is moving online, which should make it easier for individuals to deal with non-contentious grants of probate.

From 2 November 2020 all grant of probate (where there is a will) applications are made online to issue, pay for and manage probate applications.

Individuals can use the online service to make the probate process easier.

Probate is the process of administering a deceased's estate, which includes ascertaining assets and liabilities of the estate, paying any debts or liabilities, and distributing the estate under the terms of a will.

Online applications should create a more immediate service, rather than having to rely on the post, and cases can be monitored more easily.

There is a transitional period up to 30 November 2020 to allow paper applications to still be made. After this date all applications except certain exceptions must be submitted using the online service.

Following a government consultation, it was found there was broad support for an online service, due to the benefits of being able to submit applications at any time of day, monitor the progress of cases and receive electronic notifications of developments.

There will also be a dedicated, national telephone helpline to help those with queries.

Bishop Fleming's probate service

Bishop Fleming Bath Limited is licensed by the Institute of Chartered Accountants in England and Wales to carry out the reserved legal activity of non-contentious probate in England and Wales.

The service builds on Bishop Fleming's existing relationship with clients as trusted advisors. We already have some, if not all, the information required to piece together the assets and liabilities, and can calculate taxes and file returns.

Members of the Probate team are happy to discuss particular issues around probate in a sensitive and professional manner.