If the estate is very small
If the estate is worth less than £5,000 you may not need to obtain a Grant of Probate to administer the estate. If you are unsure whether probate is required, please call us for advice.
If probate is not required and the assets are held in accounts solely in the deceased's name, you will need to formally notify the asset holders to release the funds. They will need to see an actual death certificate and not just a photocopy.
We have attached a template letter which you can download and adapt to help you with this. For help on how to use templates, please click here.
