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Process for obtaining Grants of Probate and Letters of Administration from September 2020
29th July 2020
Reminder Notice:
Earlier this summer the Courts Service and Revenue gave notice of a significant change, scheduled for September 2020, regarding how applications for Grants of Probate and Letters of Administration should be made in the Courts Service Probate Office and the District Probate Registries. Solicitors and personal applicants such as, executors or administrators of an estate, will be required to complete and submit the equivalent of the Inland Revenue Affidavit online.
This change will modernise and transform the current process, making it easier and more efficient to complete. Working in collaboration with the Probate Office in the Courts Service, Revenue designed an online process that will reduce, and in some instances completely remove, the common errors encountered when completing the current paper form.
It is important to note that in preparation for the change to the current process, the Probate Office will not be accepting paper applications after Friday 4 September 2020. Thereafter, all solicitors and personal applicants will be required to complete an online Statement of Affairs (for dates of death from 5th December 2001 onwards), when it becomes available during the week of the 14th September 2020, on Revenue.ie, before submitting their application to the Probate Office and the District Probate Registries.
The changes to the current process, which will come into effect during the week of 14 September 2020, are outlined below:
1. Solicitors and personal applicants seeking to apply for Grants of Probate or Letters of Administration must complete and submit to Revenue the new online version of the Inland Revenue Affidavit, called the Statement of Affairs (Probate) Form SA.2. This can be done by logging in to Revenue’s Online Service (ROS) or MyAccount which can be accessed via www.revenue.ie.
2. A Revenue acknowledgement document will auto-generate for the applicant once the form is successfully completed and submitted electronically. This acknowledgement document is called the Notice of Acknowledgement (Probate) and will contain headline information from the form for use by the Probate Office.
3. Solicitors and personal applicants must print this acknowledgement and submit it to the Probate Office and District Probate Registries with all other required documentation in order to obtain a Grant of Probate or Letters of Administration.
Once the online form is available, the Probate Office can only accept new applications that include Revenue’s Notice of Acknowledgment (Probate) document. Applications will be returned to solicitors and personal applicants if the incorrect Revenue form is included with their application.