After a death, the first task is often to establish what documents and assets exist. Probate is not required in every case, and banks or other asset holders may have their own thresholds and procedures.
Find the key documents
Locate the will, identify any named executors, and collect records of property, accounts, investments, debts and significant gifts. Keep a record of the organisations contacted and the information they provide. This helps create a consistent picture of the estate.
Check the application route
The estate's value and inheritance tax position may need to be established before an application. The route also depends on whether there is a valid will and who is entitled to apply. Where the estate or family circumstances are complex, seek advice before submitting documents.
See GOV.UK's probate guide for current steps, eligibility and fees in England and Wales.