Interactive Guide

Your probate property journey. Step by step.

Whether you're planning ahead or already managing an estate, this guide maps every stage of the process — with clear actions, expert articles, and direct access to our services at each step.

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Planning Ahead
1 step

This is an incredibly difficult time. While the focus should be on your loved one, having a plan for the property can remove a significant burden later. Understanding what will need to happen — and who can help — means you won't be making critical decisions under pressure when the time comes.

What to do at this stage

1
Check whether a valid Will exists and where it is stored
2
Identify who the named executor(s) are
3
Locate property deeds, mortgage documents, and insurance policies
4
Consider whether a Lasting Power of Attorney is in place
5
Speak to a solicitor about probate planning — many offer a free initial consultation
After Passing
1 step

There is no rush to make decisions about the property. But there are a few practical things that should happen quickly to protect the estate. The property needs to be secured, insurers need to be notified, and utility providers should be informed. Everything else can wait.

What to do at this stage

1
Secure the property — change locks if necessary, check windows
2
Notify the home insurance provider that the property is now unoccupied
3
Redirect post and cancel any standing orders for the property
4
Inform the council about the change in occupancy (council tax exemption may apply)
5
Do not throw anything away yet — contents may have value or sentimental importance
How we help

We can visit the property and provide an initial assessment at no cost, so you know exactly what you're dealing with.

Legal Process
3 steps

The Will names the executor — the person legally responsible for managing the estate. If there is no Will, the rules of intestacy determine who can apply to administer the estate. Either way, a solicitor can guide you through the application process.

What to do at this stage

1
Locate the original Will — check with the deceased's solicitor, bank, or the Probate Registry
2
Identify the named executor(s) and confirm they are willing to act
3
If there is no Will, determine who is entitled to apply for Letters of Administration
4
Instruct a probate solicitor to begin the application process

Before you can apply for the Grant of Probate, HMRC requires a formal valuation of the property at the date of death. This must be a RICS Red Book valuation carried out by a qualified surveyor. It establishes the value for Inheritance Tax purposes and is one of the first steps in the legal process.

What to do at this stage

1
Instruct a RICS-qualified surveyor to carry out a Red Book valuation
2
The valuation must reflect the property's value at the date of death
3
This figure is submitted to HMRC as part of the IHT return
4
Keep the valuation report safe — you will need it throughout the process
How we help

We provide RICS Red Book probate valuations from £249 — fully refunded when you instruct us to sell. Delivered within 5–10 working days across all London boroughs.

The Grant of Probate gives the executor the legal authority to deal with the deceased's assets — including selling the property. Your solicitor will prepare and submit the application to the Probate Registry. This typically takes 8–16 weeks, but we can begin preparing the property for sale during this period.

What to do at this stage

1
Work with your solicitor to complete the probate application (PA1P or PA1A form)
2
Submit the Inheritance Tax return (IHT400 or IHT205) alongside the application
3
Pay any IHT due — this may be possible from estate funds or a loan against the property
4
While waiting for the Grant, we can begin preparing the property for market
How we help

We can begin marketing the property before probate is granted — so you're ready to accept offers as soon as the Grant arrives.

Property Prep
1 step

The condition of the property determines who can buy it, what they'll pay, and how long it takes to sell. A property that needs work will attract cash buyers and developers at a discount. A property that's been prepared for the open market will attract families and first-time buyers at full value.

What to do at this stage

1
Decide whether to clear the property before marketing (we can advise)
2
Get an assessment of the property's condition and mortgageability
3
Consider whether light refurbishment could significantly increase the sale price
4
Gather all property documents: title deeds, leasehold info, service charge accounts
How we help

Our Tier 2 Value Creation service funds the refurbishment — typically £10k–£25k — and manages the works end-to-end. The capital is recovered from the sale. The estate keeps the gain.

Marketing & Sale
2 steps

How a probate property is marketed determines who sees it, what they offer, and whether the sale completes. We create immersive listings with professional photography, 3D virtual tours, and detailed write-ups. We list on Rightmove and Zoopla. We negotiate every offer with the estate's interests as the only priority.

What to do at this stage

1
Choose the right sale route: open market, value creation, or developer channel
2
Professional photography, 3D tour, and floor plans are prepared
3
The property is listed on Rightmove, Zoopla, and our own channels
4
All offers are presented in writing with full buyer qualification
5
We negotiate robustly — our average achievement is 102% of asking price
How we help

Three service tiers designed for different situations. Open Market (2% + VAT), Value Creation (4% + VAT), or Developer Channel (1.5% + VAT). All fees are IHT deductible.

A probate sale is more fragile than a standard transaction. Buyers can get nervous. Solicitors can be slow. Chains can form. We manage the entire progression process — chasing solicitors, managing expectations, and controlling the psychology of the transaction so nothing falls through unnecessarily.

What to do at this stage

1
Your solicitor handles the legal conveyancing
2
We manage the sale progression and keep all parties on track
3
Exchange of contracts locks in the sale — the buyer pays a deposit
4
Completion typically follows 2–4 weeks after exchange
5
Keys are handed over and the sale proceeds are transferred
How we help

We manage the entire sale progression. Our 92% instruction-to-sale ratio means the sale you agree is the sale that completes.

Resolution
1 step

Once the sale completes, the proceeds are held by the solicitor and distributed to beneficiaries according to the Will (or the rules of intestacy). The executor must ensure all debts, taxes, and costs are paid before distribution. We provide a full written account of the sale for the estate records.

What to do at this stage

1
Ensure all outstanding debts, taxes, and costs are settled from the estate
2
Your solicitor prepares the final estate accounts
3
Proceeds are distributed to beneficiaries
4
Consider placing statutory notices to protect against unknown claims
5
Keep records for at least 12 years after the estate is closed
How we help

We provide a full written account of the sale — including marketing activity, offers received, and the rationale for the accepted offer — for the estate file.

Need a probate solicitor?

We work with a panel of trusted probate solicitors across London. Tell us about your situation and we'll connect you with a solicitor who can provide a free, no-obligation quote within 24 hours.

First Step

Your RICS Valuation. On us.

Book a RICS Red Book valuation from £249. When you instruct us to sell, the full fee is refunded within 7 days. It costs you nothing.