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The probate process

How to Distribute an Estate After Probate

Receiving your Grant of Probate or Letters of Administration is a major milestone, but the estate cannot be distributed immediately. There are important steps to complete first.

Before distributing: steps that must come first

Place a Statutory Notice for Creditors

Placing a notice in The Gazette under the Trustee Act 1925 gives unknown creditors two months to come forward. Once the notice period has passed and the estate is distributed, any future creditor claims fall on the Beneficiaries, not on you as Executor.

Obtain HMRC tax clearance

Obtain formal clearance from HMRC before making final distributions. This confirms there are no outstanding tax liabilities.

Collect all assets and pay all debts

Use the Grant to collect in every asset. Pay all debts, liabilities, and testamentary expenses before any distribution to Beneficiaries.

Distributing the estate

Where there is a Will: distribute specific legacies first, then distribute the residue to the residuary Beneficiaries.

Where there is no Will: distribute in accordance with the Rules of Intestacy, following the proportions confirmed by the Intestacy Walkthrough.

Obtain receipts from Beneficiaries for all distributions. Draw up a final set of estate accounts once administration is complete.

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Throughout the process, every time we were unsure of something a representative (Tom) of Youcando Probate was at the end of the phone and could not have been more helpful. The whole process was easy and quick to complete.

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Easy to use , never needed to contact them , awaiting the grant but confident having used you can do probate I’m not expecting mistakes

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Ease of use , consideration and understanding, knowledge of the system , made it as easy as possible

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Peace of mind at fraction of cost & well worth the money.

I knew no IHT was due but with my mother’s nil residential band bit it meant I had to fill in IHT400, then it became various other IHT forms and I lost the will to live, as many of the questions aren’t in simple English. I had quotes from 3-8k just to fill in forms (One bank account, one shared house & one bond). Found the youcandoprobate website – phoned them up & had chat – no sales pressure. After a few days and looking at the forms again & getting confused, I signed up. Took 3 hours to fill in forms, got slightly lost at one point & requested a call back. Lovely chap found the problem (my input numbers in wrong box) corrected them and then stayed on phone while it re-calculated to make sense. Printed all forms off and have just received my code from HMRC. £495 well spent and peace of mind that all forms were correct. One thinks “ IHT I can manage that”, then IHT435 & 436 and then another one with pensions etc etc. I think I ended up sending about 6 different IHT forms in and I know if I had ploughed on myself I would not have sent all the correct forms in.

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I’ve been more than happy using all I can do probate I’m nearing the Finnishing stages of the process and Tom, one of the specialists has been more than helpful. I would definitely recommend to anyone looking to do probate.

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This was money well spent made life so much easier and prevented any time being wasted by not sending all relevant documents and having to re submit.

Mr Walker
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Helpful staff and good online service

It was really useful to start the forms and go back to them over a period of days without having to start again. Once completed and printed off, we sent off and our Grant of Probate was received 4 weeks later. I had to contact staff at the Help Centre on a couple of occasions and they were more than helpful. Definitely would recommend using this service if the application is not complicated.

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I was bit hesitant about using them, but OMG im so glad I made initial contact with them, they were so helpful, they answer my questions & put me @ ease, solicitors quoted thousands to do it for me, so I took the plunge, had forms to fill out & if u had any questions they were only a phone call away definitely 10/10

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Additional costs: The probate registry fee of £526 (for all estates over £5,000) and any additional official copies at £2 each. (Payable directly to HM Courts and Tribunals Service by cheque or postal order, enclosed with your application forms).
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© YouCanDoProbate • YouCanDoProbate is a trading name of Kabing Ltd.
YouCanDoProbate is an online platform providing legal forms and information. YouCanDoProbate is not a law firm and is not regulated by the Solicitors Regulation Authority (SRA). Our online probate and inheritance tax service is an online platform providing probate and inheritance tax forms and information to allow you to complete inheritance tax returns and apply for probate yourself. Our telephone, email and livechat support provides guidance only, we do not provide bespoke advice, including estate planning or tax advice and it is not a substitute for a lawyer’s advice about complex estate planning or tax issues.
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