Can You Track a Probate Application In The UK?

rack Your Probate Application

If you’ve recently submitted a probate application in the UK, you might be wondering if you can track its progress. The good news is, yes, you can track a probate application in the UK.

Tracking your application can help you stay informed about its status and give you peace of mind during what can be a lengthy process.

This article will guide you through the steps to track your probate application and provide insights into the probate process in the UK.

What is Probate?

Probate is the legal process that takes place after someone dies. It involves proving that a will is valid (if there is one), identifying the deceased person’s assets, paying any debts and taxes, and distributing the remaining assets to the rightful beneficiaries.

In the UK, if the deceased left a will, the executor named in the will applies for a “Grant of Probate.” If there is no will, an administrator applies for “Letters of Administration.”

Both documents serve the same purpose: they give the executor or administrator the legal authority to manage the deceased person’s estate.

How to Apply for Probate in the UK

Probate application form

Before you can track your probate application, you need to understand how to apply for probate. Here are the basic steps:

Step 1: Determine if Probate is Needed

Not all estates require probate. If the deceased had jointly owned property or assets, those may automatically pass to the surviving owner. Additionally, small estates with minimal assets might not require probate. It’s essential to determine whether probate is necessary before proceeding.

Step 2: Value the Estate

You must assess the value of the deceased’s estate, including property, money, and possessions. This will help you understand whether you need to pay Inheritance Tax and how much it will be.

Step 3: Complete the Probate Application Form

You can apply for probate online or by post. To apply online, visit the www.gov.uk/applying-for-probate. If you prefer to apply by post, complete form PA1P if there is a will or form PA1A if there isn’t.

Step 4: Pay the Probate Fee

There is a fee for applying for probate. As of 2023, the fee is £273 for estates worth £5,000 or more. There is no fee for estates valued below £5,000.

Step 5: Submit the Application

Submit your completed application form, along with the original will (if there is one) and the death certificate, to the Probate Registry. You can do this online or by post.

How to Track Your Probate Application

Once you’ve submitted your probate application, you can track its progress. Here’s how:

How to Track Your Probate Application
How to Track Your Probate Application

Online Tracking

The most convenient way to track your probate application is online. The UK government provides an online service that allows you to check the status of your application. Here’s how to do it:

  1. Visit the https://www.gov.uk/probate-application-status.
  2. Enter your application reference number and other required details.
  3. Check the status of your application.

This service provides real-time updates on the status of your application, so you can stay informed without having to call or visit the Probate Registry.

Phone Tracking

Track probate application by phone

If you prefer to speak to someone directly, you can also track your probate application by phone. Here’s how:

  1. Call the Probate Registry helpline at 0300 303 0648.
  2. Provide your application reference number and other required details.
  3. Ask for an update on the status of your application.

The helpline staff can provide information on the progress of your application and answer any questions you may have.

Postal Tracking

If you submitted your application by post, you can also track your application by writing to the Probate Registry. Here’s how:

  1. Write a letter to the Probate Registry where you submitted your application.
  2. Include your application reference number and other required details.
  3. Request an update on the status of your application.

While this method is slower than online or phone tracking, it can be useful if you prefer written communication.

Understanding the Probate Process in the UK

Tracking your probate application is just one part of understanding the probate process in the UK. Here’s an overview of the key stages:

Application Review

Once you submit your probate application, the Probate Registry will review it to ensure all necessary documents are included and the information is accurate.

This stage can take several weeks, especially if there are any issues with the application.

Grant of Probate

If everything is in order, the Probate Registry will issue a Grant of Probate (or Letters of Administration if there is no will). This document gives the executor or administrator the legal authority to manage the deceased’s estate.

Estate Administration

With the Grant of Probate in hand, the executor or administrator can begin managing the estate. This involves collecting the deceased’s assets, paying any debts and taxes, and distributing the remaining assets to the beneficiaries.

Final Accounts

Once the estate has been fully administered, the executor or administrator must prepare final accounts. These accounts detail all the financial transactions that took place during the estate administration. The final accounts are then shared with the beneficiaries.

Common Issues and Delays in the Probate Process

While tracking your probate application can help you stay informed, it’s also essential to be aware of common issues and delays that can arise during the probate process:

Missing Documents

Probate documents file

One of the most common reasons for delays is missing or incomplete documents. Ensure you include all necessary documents when you submit your application to avoid delays.

Disputes Among Beneficiaries

Disputes among beneficiaries can also cause delays in the probate process. If there is disagreement over the distribution of assets, it may be necessary to seek legal advice or mediation to resolve the issue.

Complex Estates

Estates with complex assets, such as multiple properties or business interests, can take longer to administer. It’s essential to be patient and seek professional advice if needed.

Final Thoughts

Tracking your probate application in the UK is a straightforward process that can provide peace of mind during a challenging time.

By understanding the probate process and using the available tracking methods, you can stay informed about the status of your application and ensure the estate is administered efficiently.

If you have any questions or need assistance with your probate application, consider seeking advice from a legal professional.

They can provide guidance and support throughout the process, helping you navigate any challenges that may arise.

Remember, the probate process can take time, but by staying informed and proactive, you can ensure the estate is managed effectively and in accordance with the deceased’s wishes.

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Professional Disclaimer

The content provided on this site is for general informational and educational purposes only and is not intended as legal or financial advice. While we strive to ensure the accuracy and relevance of the information, it should not be relied upon as a substitute for advice from qualified legal or financial professionals.

We do not offer or claim to provide legal counsel, financial planning, mortgage brokerage, investment guidance, or tax advice. Any actions taken based on the information found on this site are done at your own discretion and risk. Before making any legal or financial decisions, you should consult with a licensed solicitor, financial advisor, mortgage broker, or other certified professional who can assess your individual circumstances.

Use of this site and reliance on any information contained herein is entirely at your own risk. We disclaim all liability for any loss or damage resulting from reliance on information presented on this site.

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