Help with probate in Scotland

Our specialist guides can help you navigate the process of managing someone's estate and applying for Confirmation (Scottish Probate).

Getting to grips with probate in Scotland

Probate in Scotland is officially called ‘Grant of Confirmation'. Find out more about what it is and how long it takes.

How long does probate take in Scotland?
By Kerri Rogers December 13, 2023
Learn how long probate takes in Scotland, the factors that influence the timeline common delays, and tips for being proactive that can speed up the process.
By Kerri Rogers December 5, 2023
The process called 'Grant of Representation' in England and Wales is called 'Grant of Confirmation' in Scotland. Here's what you need to know about the process.
The Ultimate Guide to Probate in Scotland
By Mike Davis September 18, 2023
Discover everything you need to know about probate in Scotland and how to apply for Confirmation in Scotland. Get ready to have all your questions answered.
What is Scottish Probate or 'Confirmation'?
By Mike Davis August 2, 2021
Learn all about the probate in Scotland. Find out how to apply for Confirmation in Scotland, if you need a probate solicitor, how much probate costs, and more.

Using a lawyer

You can often manage the probate process by yourself, without having to pay for a lawyer. Find out whether you need to use a solicitor, and how to keep costs down if you do.

How to value an estate for probate
By Mike Davis November 11, 2022
We recommend using our fixed-fee Scottish Probate Support Service, but if you do have to pay a probate solicitor, here are some ways to keep costs down.
Do I need to use a lawyer for probate in Scotland?
By Mike Davis November 10, 2022
Many people can save on solicitors' fees by applying for Confirmation by themselves. Find out what circumstances mean you do need to pay a solicitor.

Managing probate

Read our practical guidance on managing the probate process yourself.

How do I apply for Confirmation with the C1 form (Scotland)?
By Mike Davis November 9, 2022
The C1 form is the main form you need to apply for Confirmation (Scottish Probate). Understand what you need to complete the C1 form, and how we can help.
How do I prepare for Probate? Read these 4 Steps
By Mike Davis October 11, 2022
You need to follow 4 main steps to work out if you need to apply for probate, and how to apply,
How do I manage the probate process?
By Mike Davis July 5, 2021
As an executor, you will need to collect the assets, pay any debts, and then distribute anything that’s left over to the right people.

Wills

You need to find out as soon as possible whether someone had a valid Will. If they did not have a Will, the law decides who inherits, and who is responsible for managing their estate.

By Lizzie Cass-Maran December 16, 2024
During the probate process in Scotland, you’ll need the original Will. Find out what criteria the Will needs to meet, and what to do if you don’t have the Will.
How do I deal with an estate when there is no Will in Scotland?
By Mike Davis November 9, 2022
Learn more about the process of dealing with a Scottish estate without a Will, including how our support packages can help you.
Scottish Legal Rights: What are they and what to do
By Mike Davis October 19, 2022
In Scotland, uniquely, spouses/civil partners and children always have a right to inherit from the estate, even if they are deliberately left out of the Will.
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Valuing an estate

It’s important to understand the value of everything someone owned when they died. This will affect the probate route you take and what forms you need to fill in.

How to value an estate for probate
By Mike Davis August 30, 2024
Understand what to include when valuing an estate for Confirmation (Scottish Probate).
How to value an estate for probate
By Mike Davis October 4, 2022
This post takes you through valuing shares on the date of death, step-by-step.
Financial asset search: what it is and why you might need it
By Mike Davis September 26, 2022
A financial asset search could help you find unclaimed assets sitting in dormant accounts.

Understanding tax forms

Alongside the C1 probate form, you might need to fill in forms around inheritance tax.

Inheritance Tax and the IHT400 form
By Mike Davis June 23, 2022
Find out if you need to fill in the IHT400 Inheritance Tax form during probate in Scotland. Learn how to complete the IHT400 and when to submit it to HMRC.
Which tax form do I need to use for Scottish Probate?
By Mike Davis March 15, 2022
You’ll need to fill in the Confirmation (C1) form during probate in Scotland. Read this help guide to find out if you also need to fill in the C5 or IHT400 tax forms.
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After probate is granted

Read our full checklist for completing someone’s estate.

Estate Completion Checklist
By Mike Davis April 19, 2023
Use this handy checklist to make sure you've considered all the common aspects of finalising an estate in Scotland.

Preparing your own estate

There are some practical things that you can do to make it easier for people to manage your estate after you die.

Closeup of a laptop
By Mike Davis August 11, 2023
Preparing for death can make things easier on the people you leave behind, and save a lot of money in solicitors' fees.
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