Is probate required? Real life problems and the solutions.

Real life problems and the solutions – Is probate required ?

Mrs D came in to see us as her husband had just passed away. In his Will he had left everything to her. Most of their assets were in joint names such as their main bank account, a shared savings account and their home. Mr D did have some savings and shares in his sole name. Mrs D was unsure if she needed to obtain a Grant of Probate or not.

It was explained that the joint assets passed to her by right of survivorship. The savings and shares however were of value that would require Probate in order to have them released to her.

Mrs D already knew the date of death valuation for the assets. She felt confident in being able to gather in the assets herself she was just uncertain with regard to the probate application itself.

We therefore offered to prepare the paperwork for the Probate application for her for a fixed fee. We also prepared the paperwork for the Land Registry to change the property into her sole name.

Everything was completed within 8 weeks and Mrs D was then able to have access to the bank account and shares in Mr D’s sole name.

If you would like some assistance with your matter, call the team today on 01425 610078 or 01590 689500.


Thank you so much for making the process of writing our Wills so simple and painless. V&C I'm very grateful you took all of the stress and worry out of the process for me. MrC
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Kerry Richardson

Kerry qualified as a Solicitor in 2006 and joined Heppenstalls Private Client team in 2018.

Kerry can advise on Will drafting, Lasting Powers of Attorney, Deputyship applications, Court of Protection matters and Probate and Estate administration.

Before moving over to Private Client Services, Kerry worked for 15 years in Clinical Negligence, Personal Injury & Civil Litigation.

To contact Kerry please call our New Milton office on 01425 610078.