When is a Grant of Probate needed?

It depends on the assets involved and how they are owned. Some assets pass automatically, while others require probate before they can be collected or transferred.

What if there is no will?

If there is no will, the estate is usually dealt with under intestacy rules and an application for Letters of Administration may be required. We can advise on the right steps.

Can you handle the estate administration for me?

Yes. We can support with specific parts of the process or manage the work end to end, depending on what you prefer.

Acting as an executor | Probate solicitors

If you have been appointed as an executor, you do not have to do this alone

Being an executor can feel overwhelming, especially when you are dealing with bereavement at the same time. Executors are responsible for collecting information about the estate, dealing with paperwork, and ensuring assets are distributed correctly.

If probate is required, the application must be prepared accurately and supported with the right information. We can guide you through what needs to happen, explain responsibilities in plain English, and take on as much of the administration as you would like us to, from advice only through to a fully managed service.

What executor support can include

We will help you understand what is required, meet deadlines, and avoid common issues.

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Confirming whether probate is needed

Advice on your role and legal responsibilities as executor

Gathering estate information and valuations

Preparing inheritance tax and probate paperwork where required

Applying for the Grant of Probate

Collecting in assets and settling liabilities

Estate accounts and distribution to beneficiaries

Dealing with missing documents or complex circumstances

Communication support to reduce stress and uncertainty

What does an executor need to do?

Executors are responsible for dealing with the deceased’s estate. This usually includes locating the will, identifying assets and liabilities, valuing the estate, settling debts, and distributing assets to beneficiaries. The exact steps depend on the estate and whether probate is required.

When is probate needed?

Probate is the legal authority that allows executors to deal with certain assets. Whether you need a Grant of Probate depends on the type of assets held and how they are owned. We can quickly assess the position and advise on whether probate is required and what information is needed for the application.

How we make the process simpler

Clear, practical support that reduces pressure and helps you move forward.

Clarity on what to do next

We explain the process and responsibilities in plain English.

Accurate applications and paperwork

We help avoid mistakes that can cause delay and additional stress.

Support with valuations and information gathering

Guidance on what is needed and how to obtain it.

Inheritance tax and estate reporting

Advice and preparation support where required.

Managed estate administration if you want it

We can handle the work end to end, or support you with specific tasks.

Sensitive, professional communication

Support to reduce friction and uncertainty with beneficiaries and other parties.

Executor and probate FAQs

What is an executor?

An executor is the person named in a will to deal with the estate of someone who has died. Their role is to collect information, settle liabilities, and distribute assets in line with the will.

Do I have to act as executor?

Not always. If you have been appointed and you are unsure, we can talk through your options and what it means in practice.

How long does probate take?

Timescales vary depending on the estate and whether inheritance tax reporting is required. We can give you a clearer view once we understand the basics of the estate.

Your Wills, Trusts & Probate Team

Our Wills, Trusts & Probate team helps you plan for the future and deal with loss with clarity and care. From writing your Will and setting up trusts to administering estates and arranging Lasting Powers of Attorney, they provide calm, straightforward guidance focused on protecting you, your wishes and the people who matter most.

David Lane

FCILEx, Director
Head of Wills, Probate and Trusts

Robin Heslop

LL.B. (London), Consultant Solicitor
Wills, Probate and Trusts

Rebecca Head

LL.B. (Hons), Associate Director
Wills, Probate and Trusts

Tracey Lane

FCILEx, TEP, Associate Director
Wills, Probate and Trusts

Satnaam Kaur

LL.B., Senior Associate Solicitor
Wills, Probate and Trusts

Mikey Baryana

LL.B. (Hons), LL.M., Solicitor
Wills, Probate and Trusts

Acting as an executor