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Probate

Probate Services in Warwick & Warwickshire

When a loved one passes away, dealing with their estate can feel overwhelming — especially during such an emotional time. Probate is the legal process that ensures a person’s estate is properly managed and distributed according to their Will, or by law if there is no Will in place.

Probate typically involves:

  • Validating the Will through the court

  • Appointing an executor or personal representative to manage the estate

  • Settling outstanding debts and taxes

  • Distributing the remaining assets to the rightful beneficiaries

How Long Does Probate Take?

The length of the probate process can vary widely.

It depends on factors such as:

  • The complexity of the estate

  • The type and number of assets involved

  • Whether there is a valid Will

  • The presence of any disputes or challenges

 

Straightforward estates may take just a few months, while more complex cases can take a year or more to fully resolve.

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Do I Need Probate if There Is a Will?

In many cases, yes, you may still need Probate even if there is a valid Will.

A Will outlines the wishes of the person who has passed away, but Probate is the legal process that gives the executor named in the Will the authority to carry out those wishes — such as accessing bank accounts, selling property, and distributing assets.

When Probate Is Usually Required:

  • The estate includes property or land (even if jointly owned)

  • There are large sums of money in bank or investment accounts

  • Financial institutions or organisations request a Grant of Probate before releasing funds

  • There are shares, pensions, or other financial assets in the deceased’s sole name

When Probate Might Not Be Needed:

  • The estate is small in value (banks often have their own limits)

  • All assets were held jointly and pass automatically to the surviving co-owner

  • There are no significant assets that require legal transfer

Because every situation is different, we recommend a FREE ‘Do I Need Probate?’ check to help you determine whether probate is necessary in your specific case.

Can I Apply for Probate Myself?

Yes, you can apply for probate yourself, and many people choose to do so — especially if the estate is straightforward and there are no disputes. However, the process can be complex and time-consuming, particularly if the estate involves property, multiple beneficiaries, inheritance tax, or overseas assets.

Things to Consider Before Applying Yourself:

  • Legal responsibility: As the executor, you're legally responsible for valuing the estate correctly, paying any debts or taxes, and ensuring all beneficiaries receive what they’re entitled to.

  • Inheritance tax: You’ll need to complete and submit the correct tax forms, even if no tax is owed.

  • Paperwork and deadlines: Probate involves a number of legal documents and strict deadlines — errors can cause costly delays.

  • Emotional stress: Managing the probate process while grieving can be emotionally challenging.

 

For peace of mind and to avoid potential pitfalls, many people choose to work with probate professionals — especially for more complex estates.

Compassionate Probate Support You Can Trust

For probate matters, we proudly work in partnership with Laurelo to offer expert, compassionate assistance tailored to your needs. Every estate is different, and probate isn’t always necessary — which is why we offer a FREE ‘Do I Need Probate?’ check to help you understand your next steps.

Your local Probate Specialist is Paul Radcliffe from Laurelo. For personalised advice and support, you can contact Paul directly on 07806 684 130.

Let us help you take the uncertainty out of the process with trusted, professional guidance.

Contact Us Today

Free call - just to understand your options!

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Citywide Wills

Coventry Office: Union House, 111 New Union Street, Coventry, CV1 2NT

Coventry: 024 7697 0024

 

Warwick Office: 3 St. John's, Warwick, CV34 4NE

Warwick: 01926 897077
 

Email: anna@citywidewills.co.uk

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© 2024 Citywide Wills is a trading style of Citywide Commercials Ltd,  a company registered in England and Wales with registration number 11324951;

Registered address: Union House, 111 New Union Street, Coventry, CV1 2NT

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