Grants of Representation Explained

Lawyer with clientWhen someone passes away, there are various administrative tasks that need to be performed. It is useful to engage a probate solicitors in Portsmouth to assist with this process, as they can ensure that all legal obligations are met and that people understand all the terms involved.

When someone works with an experienced probate solicitors in Portsmouth, like Andrew & Andrew, they should get clear guidance about the steps they need to take. Often one of the first tasks is to apply for a grant of representation.

What is a grant of representation?

There are a number of different types of grant of representation but essentially, they are all documents that allow someone to act on behalf of the deceased when dealing with companies, banks, utilities and other organisations with which they had financial dealings.

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A grant of representation is not usually required for estates that are valued at less than £5,000. Additionally, some institutions allow people to deal with assets or close bank accounts under a certain value without a grant of representation but this is at their discretion.

What types of grants of representation are there?

Three of the most common types of grant of representation in the UK are:

Grant of probate – this is used when the deceased left a valid will. It is normally granted to one or more of the executors named in the will;
• Grant of administration – this is where no will is left and the estate is deemed to be intestate. The estate is then handled by an administrator who is usually their legally determined next of kin.
• Grant of administration with Will annexed – this is issued when there is a valid will but there are either no executors named in it or the executors are unwilling or unable to fulfil their role.

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Applying for a grant of representation

Applying for a grant of representation is one of things that a probate solicitors in Portsmouth can help with. Otherwise, a client needs to apply directly to their local probate registry. When it is handled by a legal firm, it can be just one of the tasks they perform to ensure that the deceased’s estate is handled efficiently.