Do you need probate?

Banks, Building Societies and Solicitors, charge huge fees for probate, and are keen to sign you up, but more than 50% of deaths don't require probate at all.

To avoid legal risk and minimise probate fees book your FREE Call with our Probate Experts Now!

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0800 840 1665
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Trust Inheritance Support

Our Free Probate Check is a free telephone call with one of our Probate Specialists.

At the end of your call you will know:

Whether or not you need probate

How much it will cost

Which level of probate support is right for you

No Jargon, No Obligation and No Fee!

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Who are we?

For over 30 years Trust Inheritance have been improving access to bereavement and lifetime planning services. We help 6000 families each year to feel in control of their next steps and to make informed choices and have over 300,000 happy customers.

What else can I get help with?

Don’t get stuck! We can answer questions about everything that comes next.

Why Choose Trust Inheritance?

Access the widest range of solutions on the market (not just the most expensive)

Access to the widest choice of services – never pay more than you need to.

Choose to hand everything over to our regulated professionals. Or use our DIY support to do some or all of the work yourself – while remaining legal and tax compliant


No legal jargon here

For over 30 years we have been leading the way with our mission to make legal services more transparent. We don’t use legal jargon and we have built online legal tools to help you choose exactly how much help you want – rather than encouraging you to buy a single (often expensive) product.


Access your inheritance sooner

Working through the probate process involves a lot of bureaucracy to be completed before any beneficiaries can be paid out. Our Trust Corporation status means we can fast track your Grant Application so you can access funds sooner. Not only that, we have finance and other options to help you access a % of your inheritance ahead of time – when you need it most.


Employee-Owned Market Leaders

We are proud to have over 300,000 happy customers and are the UK’s largest Employee-Owned Trust Corporation. This means that everyone you speak with has a vested interest in ensuring you receive above-and-beyond customer care.


Complete the process more quickly

Our Trust Corporation status means we can expedite Grant (Probate) applications. This means we can release your funds sooner and that your legal journey can be resolved more quickly.

We take the Worry out of Probate

Our Advisors are Expert in Fulfilling your Legal Probate Requirements

Don’t start out on the wrong foot…

  • Probate is a legal requirement for certain estates.
  • If you don’t apply for probate when it’s needed, the deceased’s assets can’t be accessed or transferred to any of the beneficiaries.
  • Get it wrong and you can be held personally financially liable if you make any mistakes.

DIY: Your Probate Duties

If you choose to manage probate yourself make sure you understand your Legal Responsibilities and Obligations. Use our Pocket Bereavement Guide to see the whole process broken down into 10 manageable steps.

Financial and Statutory Obligations

  • Identify the person who has the legal responsibility to administer the estate.
  • If there is a Will, establish that it is valid and has not been revoked and whether or not there are any codicils.
  • Establish whether or not there is a need for a Deed of Variation.
  • If there is no Will, establish who the beneficiaries are and the likely Administrators of the estate having regard to the intestacy laws of England and Wales.
  • Draft and prepare the probate papers and submit to the Probate Registry.
  • Complete the relevant Inland Revenue forms and calculate any inheritance tax payable.
  • Arrange for the payment of any inheritance tax by liaising with beneficiaries/banks.
  • Place the relevant Trustee Act Notices to require any claimants to come forward.
  • Identify any life or minority interests.
  • Set up and manage any Trusts created by the Will.
  • Ensure that all legal procedures and adhered to enable the estate to be administered correctly.

Administrative Legal Obligations

  • Carry out an initial assessment of the estate and establish details, names and addresses of all relevant parties both beneficiaries, creditors and claimants.
  • Contact all financial institutions, government bodies and other interested parties and obtain details of all assets and liabilities of the estate.
  • Arrange any necessary formal valuations of any assets, e.g. House, jewellery, company.
  • Establish whether there are any joint assets and liaise with the joint holder about the transfer.
  • Arrange the sale of the assets, cashing in and closing of accounts and collection of assets.

Financial Legal Obligations

  • Complete and submit any necessary income tax returns both for the period to death and during the administration period.
  • Establish whether or not there is any unused inheritance tax relief available or exemptions reliefs available to reduce the inheritance tax liability.
  • Obtain clearance from H M Revenue and Customs.
  • Prepare a final income tax return prior to distribution of the estate.
  • Calculate whether there is any income tax or capital gains tax payable and arrange payment with HM Revenue and Customs.
  • Collect in all of the assets of the estate.
  • Pay all liabilities of the estate having regard to the correct statutory provisions.
  • Prepare estate accounts and obtain approval.
  • Distribute the proceeds of the Estate.

What is Probate?

  • It is a legal document that proves entitlement
  • Probate is needed before any administration of the deceased’s estate can start
  • It can involve sorting out all claims, distributing assets left in the Will and making sure all legal and financial affairs are in order.

Do I need Probate?

Probate can be a highly complex area but whether it is required depends on what assets the deceased person owned and their value. It also is determined by whether they were owned in their sole name or in joint names with someone else who is still alive. Our experts will be able to walk you through the process.

Trusted by Regulators

Our team has regulatory control from the Solicitors Regulation Authority (SRA) and CILEX. Our Legal tools have won awards for Innovation and we have received customer care awards from The Wow Awards employee recognition program. Please proceed with peace of mind that the probate case will be handled accurately, leaving you with no surprises long after the case has concluded.


©2022 is owned and operated by Funeral Concierge Limited, Ratherton Farm, Ratherton, Holsworthy, Devon, EX22 6NB. Registered in England and Wales with Limited Liability; Company Registration Number: 14179167. A member of the Memorialise SA group of companies.

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