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Question

What documents are required for Probate?

Answer

What documents are required for Probate?

  • The original death certificate or a certified copy from a Barclays Branch, if the branch are certifying the death certificate they should be sending this to us directly.  We will also accept a Death Certificate Verification form from a Barclays Branch or a Solicitor.
  • We will also accept a Death Certificate Verification form from a Barclays Branch or a Solicitor.
  • We can also accept a copy of the Coroner’s Interim Certificate or a Foreign Death Certificate, please note in addition to this we may require full English translation of the Foreign Death Certificate.
  • If Estate valued over £30,000 a Grant of Probate (if providing us with a GOP first then you do not have to provide us with the death certificate)

We need to verify the identity and address of all Executors. To allow us to do this, please send us your court documents such as Grant of Probate or Letters of Administration. If you do not have any court documents please send us proof of both your Identity & Address. Please refer to our Identity Verification Guide for details on which documents can be used. Certification of your Identity & Address documents can be carried out by staff at any branch of Barclays Bank.

What documents are required to act on disposal instructions for Probate?

  • If the Estate is valued under £30,000 and a Will is in place we would require a copy of this with a Testate form, completed by all executors or beneficiaries detailed in the Will. We would also require an Expression of Wish form completed by the Executors named in the Will.
  • If the Estate is valued under £30,000 and there is no Will in place we would require an Intestate form completed by the person dealing with the Estate and a completed Expression of Wish form detailing their disposal instructions.
  • If the Estate is valued over £30,000 we would require a sealed copy of the Grant of Probate. If it is a foreign Grant of Probate we would require this to be sealed by the British Courts, we would also a require an Expression of Wish form completed by all executors named on the Grant of Probate.
  • If the account in questions is a joint account and one of the holders is now deceased, we would simply remove them from the account. Before doing this we would require either the original death certificate or the sealed Grant of Probate for the client. The account would then be in the sole name.

With each of the above we would require a completed Expression of Wish form signed by all executors.

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