Small Estates


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.

Download
File Type : doc
File Size : 26.50 Kb

How to use letter templates

Simply download the file by clicking on the button, and save the file on your desktop. Double click the file to open the document, and you can amend the letter with your details. Click 'File', then 'Save as' to save the letter for your records.



Page Last Updated : 15/04/2010

Unsure what to do next?