e: hello@fortis.homes
    Get a Valuation
    Register
    Logo
    2a Fairwater Greenn
    Cardiff, CF5 3BA
    t: 02920 561111
    e: hello@fortis.homes
    LogoLogo

    Our Branches

    Fairwater Branch

    Fortis Cardiff, 2a Fairwater Green,
    Cardiff CF5 3BA
    cardiff@fortis.homes
    02920 561111
    Area Guide

    Pontcanna Branch

    Sophia House, 28 Cathedral Road, Pontcanna, Cardiff CF11 9LJ
    pontcanna@fortis.homes
    02920 109209
    Area Guide

    Looking to let?

    Please visit our sister company,
    Redkey Property Services

    Home/News/When is Probate Required?

    When is Probate Required?

    about 10 hours ago
    Sales
    When is Probate Required?

    What is Probate?

    Probate is the legal and financial process of dealing with someone’s estate after they pass away. This includes their property, money, and possessions.

    The probate process confirms:

    • That the will is valid

    • Who the executors are

    • Who has legal authority to manage the estate

    • Whether the property can be sold

    Without probate, you usually cannot legally complete the sale of an inherited property.


    What is a Grant of Probate?

    A Grant of Probate is a legal document that gives the executors of the will permission to:

    ✔ Sell the inherited property
    ✔ Access the deceased’s assets
    ✔ Manage and distribute the estate

    If you plan to sell a property you’ve inherited, you’ll almost always need a Grant of Probate to move forward.


    When is Probate Required?

    In England and Wales, probate is usually needed when:

    • The person who died owned property

    • Banks or financial institutions request a Grant of Probate before releasing funds

    If you’re unsure whether you need probate, a solicitor or experienced Cardiff estate agent can advise you.


    How to Sell a House in Cardiff When Probate is Required

    Selling a probate property involves a few additional steps. Here’s how to handle the process smoothly.


    1. Arrange a Property Valuation in Cardiff

    A probate valuation is essential for:

    • Calculating the total value of the estate

    • Determining inheritance tax obligations

    • Setting an accurate asking price

    At Fortis, we offer compassionate, pressure-free valuations carried out with respect and professionalism.

    We understand selling a loved one’s home can be emotional. Our team takes the time to listen, guide, and support you throughout the process—never rushing your decisions.


    2. Speak to a Solicitor

    A solicitor will:

    • Apply for the Grant of Probate

    • Identify and value all assets

    • Confirm beneficiaries

    • Arrange payment of inheritance tax

    • Prepare the estate for sale

    If you need help finding a solicitor, Fortis can recommend trusted probate specialists.


    3. Work With an Experienced Estate Agent in Cardiff

    Once probate is granted, you can begin the process of selling the property.

    When choosing an estate agent, prioritise:

    • Clear communication

    • Availability and responsiveness

    • Experience with probate sales

    • Sensitivity and professionalism

    Probate can be stressful. A proactive estate agent ensures viewings, offers, and negotiations run smoothly—keeping you fully informed every step of the way.

    At Fortis, we pride ourselves on supporting families through probate with empathy and expert guidance.


    Are You Selling a Probate Property in Cardiff?

    Selling a house with probate can feel daunting, but with the right team supporting you, the process becomes far more manageable.

    Fortis are your local Cardiff property experts, experienced in handling probate sales with care, understanding, and professionalism.

    📞 Call us: 02920 561111
    📧 Email: hello@fortis.homes

    Our friendly and compassionate team is here to support you every step of the way.


    Frequently Asked Questions About Probate When Selling a Property

    What is the Probate Registry?

    The Probate Registry oversees legal proceedings related to estate administration, including validating the Grant of Probate needed to sell a property.

    Do banks affect the probate process?

    Yes. Banks may require a Grant of Probate before releasing funds or closing accounts belonging to the deceased.

    Who pays inheritance tax?

    The executors, assisted by a solicitor, must calculate and arrange payment of inheritance tax before probate can be granted.

    Can you sell a jointly owned property without probate?

    It depends.

    • Joint tenants: the property automatically passes to the surviving owner.

    • Tenancy in common: probate is typically required to sell the share.
      A solicitor can advise on the correct route.

    Share this article

    More Articles

    Will a Basement Conversion Help Me Sell My Property in Cardiff?

    Will a Basement Conversion Help Me Sell My Property in Cardiff?

    Published 5 days ago

    A basement conversion can be a fantastic way to add valuable living space to your home — and potentially boost your property’s value when it comes time to sell.

    Read More
    Can I Sell My Flat With Cladding in Cardiff, Pontcanna or Llandaff?

    Can I Sell My Flat With Cladding in Cardiff, Pontcanna or Llandaff?

    Published 14 days ago

    If you own a flat with cladding and want to sell your property in Cardiff, you’re not alone in feeling unsure about how to proceed. Many homeowners worry that they’ll never find a buyer — especially after the Grenfell Tower tragedy, which changed the way lenders view buildings with cladding.

    Read More
    Birdnesting: a guide to a very modern living arrangement

    Birdnesting: a guide to a very modern living arrangement

    Published 14 days ago

    Birdnesting has been back in the press this year, thanks to an unlikely source. When the then Deputy Leader of the Labour party was caught not paying enough stamp duty, it was her birdnesting status that caught her out.

    Read More

    Sign up for our newsletter

    Subscribe to receive the latest property market information to your inbox, full of market knowledge and tips for your home.

    You may unsubscribe at any time. See our Privacy Policy.

    Back to Home

    Services 

    Selling
    Buying
    Land & New Homes
    Auction
    Letting
    Become A Partner

    Fortis Pontcanna 

    Sophia House,
    28 Cathedral Road,
    Pontcanna, Cardiff CF11 9LJ
    t:  02920 109209
    Email us

    Fortis Fairwater 

    2a Fairwater Green,
    Cardiff, CF5 3BA
    t:  02920 561111
    Email us

    NAEA
    OnTheMarket
    RightMove
    ThePropertyOmbudsman
    Logo
    © 2025 Fortis Properties
    Privacy Policy|Terms & Conditions|Cookie Policy|Complaints Procedure|Estate Agents Fairwater|Estate Agents Llandaff|Estate Agents Pontcanna|Estate Agents St Fagans|Estate Agents Canton
    Powered by