1. Immediate considerations
2. The first few weeks
3. Understand the estate
4. Find out which forms you need
5. Deal with the money
6. Finishing off

4. Find out which forms you need


‘Confirmation’ or ‘grant of confirmation’ 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 don’t need to get confirmation.

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Sure you don’t need confirmation? Skip to Part 5 of the guide

Check if you need it

You should only get confirmation if you need to transfer a property title into someone else's name or an organisation insists on seeing it before they will let you deal with an account.

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

If you need confirmation you’ll need to apply to the Sheriff Court that is local to where the deceased last lived.

Find a Sheriff Court (Scottish Court Service website)

Free forms tool

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 total value of all the assets.

How to get confirmation easily

Getting the right wording and information for the forms can be tricky.

Find out more about our form filling service

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