Probate

Do We Always Need Probate?

Probate depends on the circumstances. Understand what the process involves and when it may be needed.

Not always. Whether Probate is needed usually comes down to how the deceased's assets were owned and held.

Assets that were jointly owned — a joint bank account or a home held as joint tenants, for example — often pass automatically to the surviving owner without needing Probate.

Property or accounts held solely in the deceased's name, however, will usually require a Grant of Probate before they can be dealt with, which is why it's worth checking rather than assuming either way.

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Wills · Lasting Power of Attorney · Probate · Estate Protection