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Process & Timelines9 min read

Once Probate Is Granted: What Happens Next

By TheProbate.ie TeamPosted 2025-11-11

Receiving the Grant of Probate (or Grant of Administration) is a significant milestone — but it is not the end of the process. The Grant gives you the legal authority to deal with your loved one's assets. What follows is the practical work of collecting those assets, settling obligations, and distributing the estate. For context on the full timeline from application to completion, see our guide to how long probate takes in Ireland.

This guide walks through every step an executor needs to take after the Grant is issued, with realistic timeframes and practical advice for each stage. Whether the estate is straightforward or complex, following these steps in order helps you avoid mistakes and protects you from personal liability.

Seven steps after probate is granted

These steps should be followed broadly in order, though some — such as collecting assets and placing creditor notices — can run in parallel.

Order certified copies of the Grant

Before you can access any asset, you need certified copies of the Grant of Probate (or Grant of Administration). Banks, insurers, investment firms, and Tailte Eireann (the Land Registry) each require a certified copy before they will release or transfer assets. Order several copies from the Probate Office when you receive the Grant — this avoids delays from sending a single copy between institutions one at a time.

Place statutory notices to creditors

Section 49 of the Succession Act 1965 allows you to protect yourself from unknown claims by advertising for creditors. The standard practice is to publish a notice in a national newspaper and in a local newspaper where your loved one lived. The notice asks anyone with a claim against the estate to contact you within a set period — commonly one to two months, as set by the executor. Once this period expires, you can distribute the estate with protection from claims you did not know about.

Collect the estate's assets

Present certified copies of the Grant to each institution. Banks will close the deceased's accounts and release the funds to you — typically into a dedicated executor's account you set up for this purpose. Insurance companies will pay out life policies. Investment firms will transfer or liquidate holdings. If your loved one held shares, the registrar will transfer them to beneficiaries or arrange a sale. Consolidating everything into a single executor's account gives you a clear record of all money in and out.

Pay debts, expenses, and taxes

You must settle all liabilities before distributing anything to beneficiaries. This includes outstanding loans, credit card balances, utility bills, mortgage payments, and funeral expenses. Funeral costs are treated as a priority debt. You should also ensure any income tax owed up to the date of death is filed with Revenue, and that Capital Gains Tax on any asset sales during administration is accounted for.

Deal with property

If the estate includes a property being transferred to a beneficiary, you execute an assent — a written document vesting the title in the person entitled. An assent transferring property to a beneficiary in accordance with the will does not generally attract stamp duty, though stamp duty may apply if the beneficiary receives more than their entitlement. If property is being sold, the conveyancing process can proceed once you hold the Grant. Either way, the Grant and the relevant transfer document must be lodged with Tailte Eireann to update the register of ownership.

Ensure beneficiaries file CAT returns

Each beneficiary who receives an inheritance above 80% of their relevant group threshold must file a Capital Acquisitions Tax (CAT) return — Form IT38 — with Revenue. The current thresholds are: Group A (parent to child) €400,000, Group B (sibling, niece, nephew, grandchild) €40,000, and Group C (all others) €20,000. The tax rate is 33% on amounts above the threshold. While the obligation to file and pay falls on the beneficiary, many executors arrange for a tax advisor to coordinate this.

Distribute the estate and prepare final accounts

Once debts are cleared, taxes are settled, and the statutory notice period has passed, you distribute the remaining estate to beneficiaries according to the will — or under intestacy rules if there is no will. Each beneficiary signs a receipt confirming what they received. You then prepare a final estate account showing all assets collected, debts paid, taxes settled, and distributions made. This account protects you if any beneficiary later queries how the estate was handled.

How long does the post-grant phase take?

The time from receiving the Grant to completing distribution varies significantly. A simple estate with bank accounts and no property can be wrapped up in three to five months. An estate with property to sell, multiple beneficiaries, or tax complications may take six months to a year or longer.

Step

Order certified copies

Simple estate

1–2 weeks

Complex estate

1–2 weeks

Step

Statutory creditor notices

Simple estate

4–6 weeks

Complex estate

4–6 weeks

Step

Collecting assets (banks, insurers, investments)

Simple estate

2–4 weeks

Complex estate

2–4 months

Step

Paying debts and taxes

Simple estate

2–4 weeks

Complex estate

2–3 months

Step

Property transfer or sale

Simple estate

4–8 weeks (assent)

Complex estate

3–6 months (sale)

Step

CAT returns and payment

Simple estate

Concurrent

Complex estate

Concurrent

Step

Final distribution

Simple estate

1–2 weeks

Complex estate

2–4 weeks

Step

Total after Grant issued

Simple estate

3–5 months

Complex estate

6–12+ months

Estimated timeframes after the Grant of Probate is issued. Individual circumstances will vary.

Protecting yourself as executor

As executor, you are personally responsible for administering the estate correctly. If you distribute assets without paying legitimate debts, you can be held liable for those debts up to the value of what was distributed. Two steps are essential for your protection.

The second protection is keeping thorough records. A detailed estate account — showing every asset collected, every debt paid, every distribution made — provides evidence that you acted properly if a beneficiary or creditor later raises questions.

Tax obligations after probate

Capital Acquisitions Tax (CAT) is the main tax that arises on inheritances in Ireland. CAT is charged at 33% on the value of an inheritance above the beneficiary's tax-free threshold. The current thresholds, effective from 2 October 2024, are: Group A (parent to child) €400,000, Group B (sibling, niece, nephew, grandchild) €40,000, and Group C (all other relationships) €20,000.

The obligation to file a CAT return (Form IT38) and pay any tax falls on the beneficiary, not the executor. However, as executor you should make beneficiaries aware of their obligations. The filing deadline depends on the valuation date: if it falls between 1 January and 31 August, the deadline is 31 October of that year; if between 1 September and 31 December, the deadline is 31 October of the following year.

You may also need to file a final income tax return for your loved one, covering the period from 1 January to the date of death. If any assets were sold during administration at a profit, Capital Gains Tax may apply. For estates with cross-border assets or complex tax situations, professional tax advice is strongly recommended.

Dealing with property after probate

Property is often the most complex asset in an estate. If a beneficiary is inheriting the property, the executor prepares an assent — a written document that transfers the title from the estate to the beneficiary. An assent transferring property in accordance with the will does not generally attract stamp duty, though stamp duty may apply if the beneficiary receives more than their entitlement. The assent and a certified copy of the Grant must be lodged with Tailte Eireann (formerly the Property Registration Authority) to update the register.

If the property is being sold, the executor acts as the vendor. The conveyancing process is essentially the same as any property sale, but the buyer's solicitor will require sight of the Grant to confirm the executor's authority to sell. Property sales during probate can take three to six months depending on the market and legal requirements. For an overview of how property sales affect the timeline, see our guide to why probate takes so long.

The executor's year

Section 62 of the Succession Act 1965 establishes what is known as the “executor's year.” It means that beneficiaries cannot bring proceedings against you for failure to distribute the estate before 12 months from the date of death. However, you should still distribute as soon as reasonably practicable.

After one year, beneficiaries can ask the executor to account for any delay. Legacies that remain unpaid after the executor's year may attract interest. This does not mean you should wait a full year if the estate is ready sooner — it simply means you are not legally required to rush.

Should you get professional help?

For simple estates — a bank account, no property, cooperative beneficiaries — many executors manage the post-grant steps without a solicitor. The process is straightforward if you follow the steps above and keep careful records.

Professional help is worth considering when the estate involves property (conveyancing requires legal expertise), cross-border assets, business interests, or beneficiaries who disagree. A solicitor can prepare the statutory notices, handle property transfers, and draft the final estate account. For a breakdown of what professional support typically costs, see our guide to probate costs and fees in Ireland.

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How Long Does Probate Take in Ireland?

This article is for general information only and does not constitute legal, tax, or financial advice. For advice specific to your situation, please consult a qualified professional. TheProbate.ie coordinates professional services but does not provide legal or tax advice directly.

Tax information in this article is based on current Irish legislation and Revenue guidelines. Tax rules change — always verify current thresholds and rates with a qualified tax advisor or on Revenue.ie before making decisions.