Guidance

Make a claim to a deceased person's estate

Find out if you are an entitled relative and how to claim an estate from the Bona Vacantia division.

• From: Bona Vacantia
• Published: 6 December 2013
• Last updated: 5 February 2020 — See all updates

Applies to England and Wales

• Guidance for Northern Ireland
• Guidance for Scotland

Overview

This guidance is for information only, is not intended to be legal advice or to cover every situation that may arise when claiming an estate. If required you should seek your own independent legal advice from a qualified solicitor, your local law centre or Citizens Advice Bureau.

The Bona Vacantia division (BVD) of the Government Legal Department administers the estates of people who die without blood relatives and without leaving a Will

Check your entitlement

Order of priority to share in an intestate estate

If someone dies without leaving a valid or effective will (intestate) the following are entitled to the estate in the order shown below:

1. husband, wife or civil partner
2. children, grandchildren, great grandchildren and so on
3. mother or father
4. brothers or sisters who share both the same mother and father, or their children (nieces and nephews)
5. half brothers or sisters or their children (nieces and nephews of the half blood or their children). ‘Half ’ means they share only one parent with the deceased
6. grandparents
7. uncles and aunts or their children (first cousins or their descendants)
8. half uncles and aunts or their children (first cousins of the half blood or their children). ‘Half’ means they only share one grandparent with the deceased, not both

If you are, for example, a first cousin of the deceased, you would only be entitled to share in the estate if there are no relatives above you in the order of entitlement, for example, a niece or nephew.

If your relationship to the deceased is traced through someone who survived the deceased but has since died, you will need to confirm who is entitled to deal with that person’s estate. The person entitled to deal with someone’s estate is known as their ‘legal personal representative’. They are the person entitled to make the claim to the deceased’s estate (see “Claims from personal representatives” below).

For example, children are only entitled to share in an estate if their parent died before the deceased, in which case they take their parent’s share of the deceased’s estate. If their parent survived the deceased but has subsequently died, then whoever is dealing with their estate should claim. See “Claims from Personal Representatives” below.

Claims from personal representatives

If an entitled relative survived the deceased but has since died, that relative’s personal representative (the person legally entitled to deal with their estate) must make a claim to the deceased person’s estate.

Definition of a personal representative

A personal representative is defined (in descending order of priority) as:

If the person who has died left a valid will:

• The person named on the grant of Probate (or Letters of Administration with will annexed) or
• If Probate was not granted to the will, the executor named in the will, or

If they did not leave a valid will:

• The person named on the grant of Letters of Administration or
• If no grant of Letters of Administration, the person entitled to administer their intestate estate

If that person’s personal representative subsequently dies then it will be their personal representative who is entitled to deal with both estates.

Where you make a claim as a personal representative, or it is traced through a personal representative or representatives, BVD require a Court sealed copy of all Grants of Probate or Letters of Administration to the relevant estates.

If probate or Letters of Administration have not been applied for, you will need to prove your entitlement by submitting a certified true copy of the original of the will. If your (or another person’s) entitlement to act as legal personal representative is based on intestacy you will need to prove your (or their) relationship by supplying the birth and marriage certificates which prove you (or they) are that person’s personal representative. You will also need to confirm the dates of death of anyone entitled to act as a personal representative when you submit a claim (see Order of priority to share to an intestate estate above) as well as supplying copies of search results for a grant to the estate concerned which can be obtained from Find a will

For example, if you are a nephew of someone whose estate has been dealt with by BVD but your father (the deceased’s brother) survived the deceased but has since died then it is your father’s estate that is entitled to claim and share in the deceased’s estate. Any claim to the deceased’s estate would have to be made by your father’s personal representative (see ‘Definition of a personal representative’ above). If your father left a valid will, his personal representative will be the person named on the grant of probate to the will or, if probate was not granted, the executor of the will.

If your father did not leave a will, it will be the person named on the grant of letters of administration to his estate or the person entitled to deal with his intestate estate (see ‘Order of priority to share in an intestate estate’ above).

You would only be entitled to claim the deceased’s estate if you are your father’s personal representative.

For example, if your father died without leaving a will and there is no grant of letters of administration to his estate and he was married at the time of his death, it will be his spouse who will be his personal representative. If she has since died then it will be her legal personal representative who will be entitled to make a claim to the deceased’s estate (and her personal representative will be determined in the same way as set out in the ‘Definition of a personal representative section). If you are in any doubt about your entitlement to claim the estate, you should either seek your own legal advice or send a family tree, including the dates of death of family members on it, to:

BVD - Estates

Email bvestates@governmentlegal.gov.uk

You can check whether a grant of Probate or Letters of Administration has been issued using the probate search service and obtain court sealed copies of these by making a postal application to the Probate Registry

Illegitimacy

Illegitimacy (when a child is born to parents who were not married at the time of his or her birth and they did not subsequently marry) as a bar to intestate succession was removed by the Family Law Reform Act 1987. This means illegitimacy is irrelevant if someone dies on or after 4 April 1988 and their estate can be claimed by those relatives defined by the Administration of Estates Act 1925 whether they were illegitimate or not.

If a deceased person died intestate before 4 April 1988 and was illegitimate, the only persons who are entitled to share in their estate before the Crown are their spouse, children (or their descendants) and parents.

Adoptions

Only adoptions made by Court Order under the Adoption Act (or foreign adoptions recognised by English law) have any legal effect for the purposes of succession. Such an adopted person becomes, for the purposes of succession, the child of his or her adoptive parents and ceases to have any interest in his or her natural family. Legal adoptions have been possible only since 1 January 1927.

Time limits for claiming Estates Administered by BVD

Claims will be accepted by BVD within, generally, 12 years from the date that the administration of the estate was completed and interest will be paid on the money held.

However, BVD will admit fully documented claims up to 30 years from the date of death, subject to no interest being paid on the money held, if the claim is received after the 12 year period above has run out.

Fully documented claims (including documents of ID and personal representative documents) must be received within 30 years of the date of death. If BVD receives a claim whether fully documented or not, outside the 30 year time limit it will not be considered. If an incomplete claim is received, you must supply the documents required to complete the claim within the 30 year time limit or the claim will not be considered.

Genealogists

Genealogists are private companies who trace potentially entitled relatives for commercial gain. They do not work for, on or behalf of, BVD but often make enquiries for relatives after BVD advertises an estate. You do not have to use a genealogist’s services to make a claim to BVD if you do not wish to do so, and such a decision does not affect any entitlement you may have to share in an estate.

If you are contacted by a genealogist, it is up to you whether you use their services and BVD will not advise you in this respect.

Make a claim to BVD

BVD publishes a list of all estates which have yet to be claimed. This list is updated daily, with new estates added. Any estates which have been claimed, or where a will has been located, or where the time limit for making a claim has run out or the estate is insolvent are removed from the list.

If you believe you are entitled to claim an estate which has been dealt with by BVD, please send a family tree which shows how you are related to the person who has died, and include the dates of birth, marriage and death of all those on the tree. If it appears that you may be entitled to claim the estate, BVD will then ask you to supply documentary evidence that proves your entitlement.

This will include:

• full birth certificates (showing the parents’ names) and marriage certificates of each person between you and the deceased (including yours and the deceased’s).
• identification documents which provide proof of your name and of your name linked to your address (see a list of acceptable ID documents at the end of this guide)
• a full explanation, supported by evidence, of any discrepancies in the documents supplied with your claim or about any missing documents but you should note that these may affect the acceptance of your claim
• if you are a third party who represents a claimant you will also need to provide written confirmation that you have been instructed by the claimant to make a claim. This could be in the form of a contract signed by the claimant provided it contains a clause confirming that the claimant has instructed your firm to make a claim on their behalf, or in a separate letter of authority signed by the claimant to this effect.

BVD may also ask you for other evidence if needed. If additional evidence includes census returns or the 1939 Register, this should be a copy of the actual return not an online transcript of the information contained on the return.

Please also note that PDF documents supplied by the General Register Office (GRO) cannot be accepted. The GRO website confirms that a PDF has no “evidential” value and therefore a paper certified copy (certificate) is required for official purposes.

If you are in any doubt about how to prove your claim, you should seek your own advice, from a solicitor, local law centre or the Citizen’s Advice Bureau. BVD cannot advise you.

Incomplete claims submitted to BVD

If you, or your representative, submit a claim that does not provide all the documents required or copy documents that have not been properly certified as true copies of the originals, (including documents of ID and personal representative documents) to show how you are entitled to claim the estate it will be returned to you and copies will not be retained. BVD will generally deal with the first fully documented claim received. If a claim that is incomplete is received first and is then followed by a fully documented claim from someone else – the fully documented claim will be dealt with.

If BVD receive a fully documented claim and subsequently receive a claim from a relative who is higher up the order of priority (see ‘Order of priority to share in an intestate estate’), that claim will be considered before the first claim received’

Obtaining documents for your claim

Certificates issued in the United Kingdom can be obtained from the local registrar where the event took place or as follows:

England and Wales

General Register Office
PO Box 2
Southport
Merseyside
PR8 2JD

Further information can be found on the General Register Office website.

Scotland

Register General
General Registration Unit
Room 44
New Register House
Edinburgh
EH1 3YT

Further details can be found on the Scottish General Register Office website

Northern Ireland

Before 1922:

General Register Office
Government Offices
Roscommon
Republic of Ireland

Further details can be found on the Republic of Ireland General Register Office website.

After 1922:

Registar General for Northern Ireland
Oxford House
49-55 Chichester Street
Belfast
BT1 4HL

Further details can be found on the Registar General for Northern Ireland website.

BVD cannot assist you in obtaining documents or certificates from overseas and you should take your own legal advice as necessary. You make claims at your own risk and expense and BVD will not reimburse the cost of documents should your claim not be accepted.

Translation

If you are supplying certificates and identity documents in languages other than English you will need to supply a certified English translation of each document.

Proving claims

You must provide sufficient documentary evidence to satisfy BVD that, on balance, you are related to the deceased and entitled to share in their estate before the Crown.

If you are in any doubt about how to prove your claim, you should seek your own advice, from a solicitor, local law centre or the Citizen’s Advice Bureau. The Treasury Solicitor cannot advise you.

Admission of claims

BVD will deal with, and admit, the first fully documented claim they receive which is supported by sufficient evidence to satisfy us that the claimant is entitled to share in the estate on the balance of probabilities.

Once a claim is accepted BVD do not need claims from other relatives, as their claim is protected by law and should be made direct to the successful claimant or their representative, as it is their legal duty to deal with the estate appropriately.

Administrators details will only be released to someone who has a potential claim to the estate, or represents someone who does, or to someone who has some other legitimate interest in the administration of the estate. If you request administrators details you must make clear what your interest in the estate is.

Identity documents

When submitting a claim to BVD you must include one form of identification as proof of your name and one as proof of your name linked to your address.

You cannot use one form of identification for both name and address. For example, if you provide your driving licence as proof of your name you must provide another form of identification for your address, such as a utility bill.

Documents BVD will accept as evidence of formal identification

Name	Address
Current signed passport	Utility bill (gas, electric, satellite television, landline phone bill) issued within the last three months
Original birth certificate (issued within 12 months of the date of birth) in full or short form including those issued by UK authorities overseas such as Embassies High Commissions and HM Forces)	Water bill issued for the current financial year
EEA member state identity card	Local authority council tax bill for the current council tax year
Current UK or EEA photocard driving licence	EEA member state identity card
Full old-style driving licence.	Current UK or EEA photocard driving licence
Photographic registration cards for self-employed individuals in the construction industry - CIS4	Original mortgage statement from a recognised lender issued for the last full year
Confirmation from DWP of state benefits issued within the current year	Solicitor’s letter confirming recent (within previous three months) house purchase or current Land Registry title view
Firearms or shotgun certificate	Council or housing association rent card/statement or tenancy agreement for the current financial year
Residence permit issued by the Home Office to EEA nationals on sight of own country’s passport	Confirmation from DWP of state benefits issued within the current year
Medical card or letter of confirmation from GP’s practice of registration with the surgery	Bank, Building Society or Credit Union statement (dated within the last three months) or passbook.
	HMRC self-assessment letters or tax demands dated within the current financial year
	Medical card or letter of confirmation from GP’s practice of registration with the surgery

BVD will accept the overseas equivalent of the above documents for claimants who live abroad.

Documents BVD will not accept include, but are not limited to

• Provisional driving licence
• Mobile phone bills
• Credit or store card statements

Copies of documents & Certificates

BVD would prefer that you do not send original documents of identity when submitting a claim. BVD will accept good quality copies of certificates and identification documents which have been certified by one of the following as a true copy of the original that they have seen:

Within the UK

• a practising solicitor (in which case, they should state their name and qualification as well as the name and address of the firm in which they are employed)
• the Post Office’s ID checking service (in which case, please also include the completed ID Checking Service form which has been stamped by the Post Office)

Outside the UK

• a Notary Public registered in their country of residence who should provide an Apostille certificate for each document

What happens after your claim has been accepted

Acceptance of claims to estates administered by BVD (money held)

You will be informed that your claim has been accepted and the value of the estate. You will be asked to confirm who will be acting as the estate’s administrator if you have not already provided this.

Once BVD is told who will be administering the estate, payment of the monies we are holding will be released to the administrator as follows:

If the money BVD holds is below £15,000 and Letters of Administration were not previously granted to the Treasury Solicitor

• a draft estate account and an indemnity will be sent to the administrator for signature
• on receipt of the signed estate account and indemnity, payment of the money held by BVD will be made

If the money BVD holds is below £15,000 and Letters of Administration were previously granted to the Treasury Solicitor

• BVD will require you to take out a Grant of Letters of Administration and then provide a sealed office copy of that Grant. Further information can be found here.
• If BVD took out a Grant of Representation it will be revoked and the revocation notice provided to you together with a details of the estate’s assets and liabilities (at the date of death)
  • When BVD receives a sealed copy of the Grant of Letters of Administration an estate account will be provided to the administrator
  • On receipt of the signed estate account payment of the money held by BVD will be made

If the net estate is over £15,000

• BVD will require you to take out a Grant of Letters of Administration and then provide a sealed office copy of that Grant. Further information can be found here.
• If BVD took out a Grant of Representation it will be revoked and the revocation notice provided to you together with a details of the estate’s assets and liabilities (at the date of death)
  • When BVD receives a sealed copy of the Grant of Letters of Administration an estate account will be provided to the administrator
  • On receipt of the signed estate account payment of the money held by BVD will be made

Claims to estates not administered by BVD (no money held)

BVD aims to advertise newly referred estates within five working days of receipt and will include details of who referred the estate on the list subject to its responsibilities under the Data Protection Act.

Once evidence has been provided that there is no BV interest in the estate, BVD will return the claim papers to you together with details of who referred the estate. Any papers sent to BVD with the referral will be returned to the person who referred the estate advising them that BVD has no interest in the estate.

BVD will not hold details of who ultimately administers the estate and you should contact the person who referred the estate or the informant on the death certificate if you wish to contact the administrator.

Providing Information to others once a claim as been accepted

Once a claim is accepted BVD does not need claims from other relatives as any claim they may have is protected by law and should be made to whoever administers the estate as it is their legal duty to deal with the estate appropriately and to distribute it to all those who are entitled.

Details of who is dealing with the estate or who referred it to BVD will only be released to someone who has a potential claim to the estate (or represents someone who does), or to someone who has some other legitimate interest in the administration of the estate, for example, a creditor or asset holder.

Our Personal Information Charter explains how we treat personal information and can be found at https://www.gov.uk/government/organisations/bona-vacantia/about/personal-information-charter. The reasons that we use to collect or use personal data are set out in law. Most of the time, this will be because it is necessary for us in our work as a public body (Article 6(1)(e) of the General Data Protection Regulation, the law which applies to personal data). Additionally or alternatively it may be necessary to comply with a legal obligation (Article 6(1)(c) GDPR).

In some circumstances, personal data may be passed to a third party such as an administrator in order to enable that third party to pursue a legitimate interest such as the administration of an Estate (Article 6(1)(f) GDPR).

Personal information and prevention of crime

BVD will only release information about the value of the estate, or details about its assets and liabilities, to a successful claimant or their representative. Please see here for more information.

Published 6 December 2013
Last updated 5 February 2020 + show all updates

1. 5 February 2020

   Updated link to GRONI website

2. 5 February 2020

   Change to policy when accounting for balances of estates

3. 11 November 2019

   We have amended our Kin claim guidance to clarify the use of PDF documents from the General Register Office (GRO)

4. 15 June 2018

   Update to the several parts of the guidance.

5. 9 March 2018

   Amendments to the Copies of documents & Certificates section.

6. 3 January 2014

   Updated identity documents list.

7. 6 December 2013

   First published.