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On or after 1st March 2025
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The probate process

What Documents Do I Need for a Probate Application?

Having the right documents to hand before you start makes the Probate process smoother. Here is exactly what you need at each stage.

Documents needed from the outset

  • The original Will and any codicils (if there is a Will)
  • Multiple certified copies of the death certificate
  • The deceased’s National Insurance number
  • The deceased’s last permanent address and date of birth

Documents for the IHT400

  • Written confirmation from each bank and building society of the balance at the date of death
  • Valuations from investment platforms and stockbrokers as at the date of death
  • Estate agent’s valuation letter or RICS survey for any property
  • Confirmation from pension providers of any death benefit forming part of the estate
  • Policy schedule for life insurance not written in trust
  • Details of all outstanding debts at death
  • Records of any gifts made in the seven years before death

Documents for the Probate application itself

  • The original Will (where applicable)
  • Official copy of the death certificate
  • The unique Probate code from HMRC, where an IHT400 was submitted (sent by letter or email, and entered on the Probate form)
  • The PA1P or PA1A form (completed by YouCanDoProbate)
  • The £526 Probate Registry fee by cheque or postal order

YouCanDoProbate saves your progress automatically and shows you clearly which sections still need information. Work at your own pace as documents arrive.

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Trustpilot five star rating
This is the answer to your probate woes

Having used a well known company previously to carry out a probate application and being very dissatisfied as it took 12 months (this was not a complex case) I was determined to apply myself this time around. However the government online system is not very user friendly and I found myself rethinking my approach. You can do probate were the perfect middle ground. The cost was considerably less and the availability of experts to consult with throughout the process was very reassuring. Before you go straight to a solicitor or an independent probate firm take a look at we can do probate. The biggest difference is that you are in control of the time frame . I will use them again if the event ever arises.

Customer colin
Trustpilot five star rating
Ease the paperwork – a gem

It has been a real game-changer streamlined the process and lifted the burden of endless paperwork. It’s straightforward and took away so much stress from dealing with probate during a difficult time. Huge shout out to Tom for his patience and clear guidance; he made everything feel manageable and approachable. Honestly, I couldn’t imagine going through this without their support. We were quoted around £6,000 from lawyers! The Probate Office needs to help us out more by referring everyone to this site!

Lilly
Trustpilot five star rating
I can not recommend YouCanDoProbate more for a dedicated and high quality service!

Title : I cannot recommend YouCanDoProbate more for a dedicated and high quality service ! When I first registered with YouCanDoProbate I was dubious: as it was an on-line format and I am incredibly poor with anything electronic, but I need not have worried. As soon as I sent a pleas for help my emails were answered and followed up with a phone call from Tom or Adam on the same day, and often within an hour ! They both had lots of patience and understood my concerns (which were really minor issues !) I was never felt to feel foolish and always treated with respect and professionalism. I had recently helped my brother to obtain probate when his wife passed away, and he paid thousands of pounds to a Solicitor for much less than I have had to do with my case. I only hope my application is accepted, and I now have substantial records to refer to regarding the estate due to this process.

J Angus
Trustpilot five star rating
Excellent – Highly Recommended

If you want your Probate to come through quickly and efficiently then I cannot recommend this company more highly. We had an appointment with a Solicitor for 5th March 2025 and at a cost of £1,503 and was told it would take 12 weeks or more. I searched the internet for an online Probate Company and came across YouCanDoProbate. Looked at the reviews and saw that someone had put that you don’t pay only the £399 fee – they said there were hidden costs. So read through everything and noted that you also have to send a cheque for £300 for the Courts to gain the Probate. I did phone them to make sure there were no other costs involved and was told that no this was everything charged – no “hidden” costs at all. So on 19th February I sent off all the paperwork together with the cheque for the Courts. Just over a week later I received an email from Gov.uk to say they were dealing with the probate and that it could take up to 12 weeks. A couple of days later I received an email to say Probate had been granted and I would receive it within 10 days – on 5th March the Probate arrived through the post. So it only took 2 weeks from beginning to end. I would recommend this website and if you have any questions they are more than helpful. I don’t know why Solicitors charge such outrageous fees – this was half what was quoted and we had the Probate in our hands before the actual appointment with the Solicitor. I cannot thank you enough for making what is a really difficult time in any families life a straightforward and easy application.

Jennifer Wyatt
Trustpilot five star rating
Very easy to use

Very easy to use; user friendly, good people to deal with, very helpful, great software, well designed

M J Roberts Associates Ltd
Trustpilot five star rating
A compass for navigating a difficult journey

Probate is a tricky (and potentially expensive) area for most people to navigate. YouCanDoProbate really does make it possible for anyone who is moderately computer literate to successfully put in an application themselves. The website is arguably the best of its kind that I have ever used. I needed to have four phone consultations to reassure me on various points. The calls were prompt, unrushed, and with someone who really knew what they were talking about. Brilliant.

David Moseley
Trustpilot five star rating
You can do probate is an excellent…

You can do probate is an excellent website, you can ring, email them and they answered my questions when I was not sure of the questions, we applied for probate in April and was granted second week in July. Thanks to everyone at You can do Probate. Use this site and you can save thousands of pounds.

Tony Nightingale
Trustpilot five star rating
Very straightforward and intuitive…

Very straightforward and intuitive system with excellent support. A most cost effective solution. We obtained probate within 12 weeks!

Phillip Plato
Trustpilot five star rating
This was a god send to me

This was a god send to me, made it all so simple and the support you receive if you have any questions or get stuck is amazing.

Sam Macleod
Trustpilot five star rating
Timely and efficient support at a…

Timely and efficient support at a sensible cost.

Paul
Trustpilot five star rating
This was money well spent made life so…

This was money well spent made life so much easier and prevented any time being wasted by not sending all relevant documents and having to re submit.

Mr Walker
Trustpilot five star rating
Brilliant, easy to follow website for probate

Brilliant website, made the probate process for my dad’s estate very easy, and simple to follow. Forms populated at the end with no bother at all, and downloaded easily. I only needed one question answered which I got with online chat immediately. Highly recommend. So much better than paying £££ for law firm to do it. Thank you!

Mandy Byrnes
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£499

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Additional costs: The probate registry fee of £526 (for all estates over £5,000) and any additional official copies at £2 each. (Payable directly to HM Courts and Tribunals Service by cheque or postal order, enclosed with your application forms).
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© YouCanDoProbate • YouCanDoProbate is a trading name of Kabing Ltd.
YouCanDoProbate is not a law firm, is not authorised to conduct reserved legal activities, and is not regulated by the Solicitors Regulation Authority (SRA). Our digital service is a self-help online platform for you to input data, navigate forms, and manage your own inheritance tax returns and probate applications as a lay applicant. It provides administrative utility tools, forms, and general information. Our telephone, email, support ticket, and live chat support provide administrative and technical guidance only. We do not provide legal, estate planning, or tax advice, and our service is not a substitute for a regulated professional’s advice regarding complex estate or tax matters.
© Kabing Ltd | All Rights Reserved. Company number 12125399.

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