The first actions after a grant: verify it, contact asset holders, control estate money and property, update beneficiaries and avoid premature distribution.
This guide is part of ProbateHelp's Probate Process guide cluster. Estimated reading time: 10 min.
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The grant proves authority, but each institution still checks its records and release instructions. Reconcile the payment with the date-of-death value and post-death income, and direct the proceeds to a properly controlled estate account.
Not merely because the grant arrived. Personal representatives must first control debts, tax, claims, administration costs and beneficiary entitlement. An interim payment can be considered only with a reasoned estate-specific reserve.
No. Later information can require an IHT correction, and sale values can create CGT or loss-relief questions. Keep the probate and tax records aligned as assets are collected or sold.
No. The will, title, debts, beneficiary interests and practical costs determine whether the personal representatives sell, appropriate or assent the property. Check joint ownership and any mortgage before deciding.
Confirm that the grant has been issued, explain the next material tasks and dependencies, identify any known reason distribution cannot yet occur and give a realistic date for the next update rather than a guaranteed payment date.
No. The statutory provision runs from the date of death. Personal representatives are not bound to distribute before one year from death, but the rule is not a target date or an automatic defence to poor administration.