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Protectionhelp Legacy Planning

What Is Probate and When Is It Needed?

December 02, 2025

Probate is the legal process of administering an estate after someone has died. It allows executors to:

  • Access bank accounts
  • Sell property
  • Pay debts and funeral costs
  • Distribute assets in line with the Will

You typically need probate when:

  • The estate contains property
  • Bank accounts are over the provider’s threshold
  • There is no surviving joint owner
  • No valid Will exists

Professional assistance can reduce stress for the executors and help ensure everything is completed correctly.

This article is for general information only and not personal advice. Consult a professional for your situation.