Probate Route Tool

Determine whether probate is needed, assess inheritance tax liability against the £325,000 nil-rate band (£500,000 with the residence nil-rate band), and understand executor or administrator duties.

Important: This tool provides general guidance only and does not constitute legal advice. Limitation periods and legal deadlines are strictly enforced — missing them can permanently bar your claim. Always verify key dates with a qualified solicitor before relying on this output. Laws and court fee scales change; confirm current figures on the relevant official government website.

When to use this tool

Use after a person has died to understand whether you need to apply for a Grant of Probate (if there is a will) or Letters of Administration (if there is no will). Most financial institutions require a grant before releasing assets above a threshold — typically £5,000–£50,000 depending on the institution.

Probate Route Tool — England & Wales

Is there a valid will?

Estimated gross estate value (£)

Include all assets: property, savings, investments, life policies (if not in trust). Deduct outstanding mortgages and debts.

Surviving spouse or civil partner?

Does the estate include a main residence?

Related Guides

Official Resources

Apply for probate — gov.uk →Inheritance Tax — gov.uk →Inheritance (Provision for Family and Dependants) Act 1975 →HMRC — Inheritance Tax thresholds →