What is a large estate?
A large estate is an estate where the total value of the deceased’s money and property is over £36000. The Scottish Court Service is prohibited from assisting applicants for confirmation to large estates and we would therefore recommend seeking legal advice.
Application Forms/Guidance notes
Application forms and guidance notes can be found on the HMRC website.
How much does it cost? The fees for applying for confirmation will depend on the value of the estate and the number of certificates you need to provide for different banks, insurance companies etc to allow them to release the funds. The current fees can be accessed in the Sheriff Court Fees section.
You cannot apply for fee exemption when applying for confirmation.
You should note that these fees do not include any fees you may need to pay if you have instructed a solicitor to help you. The solicitor can give you information on these costs.
Where can I get legal advice?
Scottish court service staff are not legally qualified and therefore cannot provide you with any legal advice. If you do need to get legal advice, the Law Society of Scotland can provide contact details for solicitors in your area.