Who needs probate?

If one or more of these apply to the person who died, you’re likely to need probate.

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A property in their

sole name

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If the person who died owned a property in their name only, then you will need probate. Joint ownership properties do not usually require probate.

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£5K or more with a bank

or building society

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If the deceased had a minimum of £5,000-£50,000 in a bank or building society, then it is possible you will need probate. The exact amount varies depending on the bank.

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£5k or more shares and

investments

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If the deceased had shares and investments of £5,000 or more then it is likely you will need probate. The exact value varies depending on provider.

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£5k or more in Premium

Bonds

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If the person who died owned Premium Bonds valued over £5,000 then probate will be required.

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Cryptocurrency

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In some cases, probate is required if the deceased had cryptocurrency. Addresses and private keys need to be located before an assessment can be made.

Probate is complicated. If you’re still unsure, we’re here to help.
Contact our expert team today to discuss your options.