When someone dies, you’ll need to get the legal right to deal with their property, money and possessions (their ‘estate’)
If the person left a will
You can apply for a grant of representation (This process is called ‘confirmation’ in Scotland) if you’re the ‘executor’ of the will – the person named to deal with the estate.
If the person didn’t leave a will
An ‘administrator’ is the person who deals with the estate if there’s no will.
You can usually apply for a grant of representation to be the administrator of the estate if you’re the person’s next of kin, eg their spouse (or civil partner) or child.
You can apply if you’d separated from the person but you were still married or in a civil partnership when they died.
You can’t apply for a grant of representation if you’re the partner of the person but weren’t their husband, wife or civil partner when they died. You’re also not automatically entitled to any of your partner’s estate.
Intestacy – who inherits if someone dies without a will?
Dealing with a Deceased’s Estate in Scotland
The process is called ‘confirmation’
Applying for confirmation
When dealing with a deceased’s estate, you may have been told that you need to obtain ‘confirmation’ before any money and other property, belonging to the deceased, can be released. It is often a bank, building society or insurance company that will ask for this.
You may also be asked for ‘confirmation’ by the Jobcentre Plus (DWP) if the deceased has an outstanding application to the Pneumoconiosis etc. (Workers’ Compensation) Act 1979 or Diffuse Mesothelioma Scheme 2008
‘Confirmation’ is a legal document from the court giving the executor(s) authority to uplift any money or other property belonging to a deceased person from the holder (such as the bank), and to administer and distribute it according to law. An application is lodged with the sheriff court.
This is only one part of the process of dealing with a deceased’s estate and is the part that the court is involved in.
When applying for confirmation, an executor must provide a list of all the deceased’s property at the time of death. The list – called an inventory – might include money, houses, land and shares.
Confirmation is possible only if the inventory includes at least one item of money or other property in Scotland.
Small Estate or Large Estate
There are two types of confirmation, for small estates and for large estates. A ‘small estate’ is an estate where the total value of the deceased’s money and property is £36000 or less. A ‘large estate’ is an estate where the total value is above this. In calculating the total value, you should not deduct any debts, such as funeral expenses, gas or electricity bills, balance of mortgage, owed by the deceased.
The values of bank accounts must also include interest to the date of death.
The procedure, forms and fees are different depending on what type of estate the application relates to. If the estate is a small estate, then the sheriff clerk will be able to help you prepare the ‘inventory’, and you can contact your local sheriff court to arrange an appointment.
If the estate is a large estate, it is recommended that you seek legal advice.
Presence of a will
The procedures are also different depending on whether or not the deceased left a will. If they did not leave a will, you might hear the estate is referred to as ‘intestate’; if they did leave a will, you might hear the estate being referred to as ‘testate’. If there was a will left and it complies with all of the legal requirements in Scotland, then the information in relation to small and large estates will apply.
If they did not leave a will and it is a small estate, then you may have to get a bond of caution before you apply for confirmation of the estate, further information on this can be received from the sheriff clerk. If it is a large estate, and there is no will, there is an additional step in the procedure. You would need to apply to be appointed an executor, using the dative petition procedure. It is recommended that you seek legal advice in relation to this.
Last reviewed: February 2020