Applying for probate in Scotland
What is probate (confirmation)?
‘Grant of probate’ which is known as ‘grant of confirmation’ in Scotland, is an official document issued by the Sheriff Court that gives full authority to the executors to deal with the estate. The process can be slightly different depending on the value of the estate and whether or not the deceased left a will. We’ll help you work out what you need to do.
If no companies or organisations have asked to see confirmation (or probate) and you don’t need to change the name on any property title deeds, then you probably don’t need to get confirmation.
Check you need confirmation
It may sound obvious, but you should only get confirmation if you need it - it's not mandatory unless you need to use it.
Confirmation will usually be required if there is:
- property/land to deal with where there is no ‘survivorship clause’ in the titles
- money held with a bank over their ‘probate threshold’
- individual shareholdings with a value over the registrar’s ‘probate threshold’
- over £5,000 in Premium Bonds
- life insurance policies not written in trust
- other types of financial products or investments over any respective probate thresholds
Find out which confirmation forms you need
If you think you need to get confirmation, use our simple tool to instantly find out which forms you’ll need for your specific case.
To use this, you’ll need to know the approximate value of all the assets.
How to get confirmation easily
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