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What Happens After You Submit Form PA1P?

Form PA1P is used to apply for probate when there is a will, either by an executor named in that will or, if there are no executors, by a beneficiary. Once you have completed and submitted the PA1P form by post, here’s what you can generally expect to happen next.

Initial Processing by the Probate Registry

After your form arrives at the Probate Registry, staff will check it to ensure it is complete and accompanied by the required supporting documents. This includes the original will (if there is one), the death certificate, and any other paperwork requested. If something is missing or unclear, the Registry may contact you to ask for further information or clarification.

Review of the Application

The Probate Registry examines the application to verify that the details provided are correct and that the person applying has the legal right to apply for probate. This process involves:

  • Checking the validity of the will and confirming the identity of executors or applicants.
  • Ensuring any inheritance tax matters are addressed, if applicable. Although the form itself does not process tax payments, you may have dealt with HMRC separately as part of the Inheritance Tax process.

This stage can take several weeks depending on the complexity of the estate and the current workload of the Probate Registry.

Issuing the Grant of Probate

If your application is accepted, the Probate Registry will issue the grant of probate. This is the legal document that gives you the authority to manage and distribute the deceased’s estate according to the will.

The grant is usually sent by post to the applicant’s address. With it, you can:

  • Access the deceased’s bank accounts and investments.
  • Sell or transfer property.
  • Collect any money owed to the estate.

If the application is refused or delayed, the Registry will explain the reasons and what steps you might take next, which could include providing additional documents or seeking legal advice.

Practical Considerations

  • Timing: It can take several weeks to a few months from submission to receiving the grant, depending on the estate and Registry workload.
  • Contact: If you haven’t heard back after about 12 weeks, it is reasonable to contact the Probate Registry for an update.
  • Errors or omissions: Any mistakes on the form or missing documents can cause delays, so double-check your application before sending it.

Exceptions and Variations

If the estate is small or “excepted” (below a certain value), the process may be simpler, and you might not need to apply for probate. However, this depends on the specific circumstances and the policies of banks or other institutions holding the deceased’s assets.

Also, if there is no will, a different form (PA1A) must be used, and the process differs accordingly.

Summary

Submitting Form PA1P starts the official probate process when there is a will. After submission, the Probate Registry reviews your application, may request further information, and if all is in order, issues the grant of probate. This grant legally empowers you to manage the deceased’s estate. The process can take time, so patience and careful preparation of your application help avoid delays.

Official reference: https://www.gov.uk/government/publications/form-pa1p-apply-for-probate-the-deceased-had-a-will. Always check the latest official guidance. Related forms: Browse our form category.

Important: This article provides general information. Government rules, forms and procedures can change, and this article may not reflect the latest updates. Check current GOV.UK guidance or the relevant authority before relying on it. ITG & Co. is independent and is not affiliated with a government department.