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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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The easy and affordable way to apply for probate

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Trustpilot five star rating
I thoroughly recommend

YCDP really took the stress (as well as quite a lot of admin) out of the Probate application process. Very simple to follow, with clear instructions, and easy-to-follow User Guide. Thorough prompting ensures that you complete everything necessary at each stage before being allowed to print the final Probate application form. I only had to call for support once and my question was dealt with quickly and efficiently.

Chris Kuch
Trustpilot five star rating
Great website – would recommend

I found this website incredibly helpful and it saved me a huge amount of money and time. I had been quoted £5-7k for a solicitor to do my mum’s probate, so I thought I would give YouCanDoProbate a try. It was very easy – the website guides you through. When I did have a query, I sent through the question and it was answered really quickly. Also, it was handy that it saved what I had done and I was able to leave it and come back to it again, so you don’t have to do it all at once. I would very much recommend.

customer
Trustpilot five star rating
100% recommend

I wanted to have a go at doing probate myself but did not have the confidence to go it alone. This platform was the perfect compromise and saved us thousands in Solicitors fees. I work as a Digital Project Manager so I am computer literate, but I can confirm the platform is very user friendly and intuitive for anyone to use. I phoned the helpline once for advice and they called me back within 24 hours with helpful and friendly guidance. It was not an ‘accepted estate’ and there were several exemptions to be submitted. You Can Do Probate handled this with ease. After using the platform to generate the first set of estate summary forms for HMRC I received confirmation from them within 11 days of posting. I then printed and submitted the probate forms to HM Courts. It took 9 days to receive an approval email and the Certificate of Probate arrived in the post the next day. So from start to finish – 20 working days. We were shocked at the speed! I would highly recommend You Can Do Probate. Absolutely worth the purchase fee. Thank you for making a really difficult time a little easier to navigate.

AMB
Trustpilot five star rating
Very Helpful Experience

At such a difficult and upsetting time, the process was straightforward and clear. The help and responses I received when I raised a couple of queries was excellent. Prompt, patient and supportive.

Janette Sharp
Trustpilot five star rating
Excellent service

I can’t thank my Advisor, Tom, more for all his patience and help. He has guided me every step of the way and I’m thrilled with the results of this excellent service.

Rona Lamont
Trustpilot five star rating
Excellent Service

i recently used you can do probate and found the whole process quite straight forward , its a lot cheaper than engaging probate solicitors and the advice and support you can do probate offer is very good , if you need to book a call for advice you get it same day normally within the hour of booking it

Stephen Knight
Trustpilot five star rating
You Really Can Do Probate Yourself !

After receiving a very expensive quote from a local solicitors I found this website and as an administrator myself thought how hard can this be. I read the reviews and watched the video before I purchased to make sure it was right for me. I followed the on-line steps and filled in the questions so a little bit of time and effort is required. I had 2 x queries which were dealt with within the hour once on the phone and once by email. Once the forms were complete, I printed off and posted to HMCTS Probate. I had an email from them confirming receipt on 19th June and I received an email yesterday 26th June telling me Probate had been granted so this website has done exactly what I needed it to do.

LCrown
Trustpilot five star rating
Makes doing probate yourself possible

Makes doing probate yourself possible, saving a lot of money on legal fees and considerably speeding up the process!

Dave
Trustpilot five star rating
What a brilliant service

What a brilliant service, a simple money saver. Thoroughly recommended to do Probate yourself. Very well supported by Probate experts on the end of the telephone. I phoned 4 times and nothing was to much trouble. Reasonably simple forms to download and fill in. You can at any point return to the start and edit anything. Even if you make a total hash of it you can start again as many times as you like. It collates all the information you enter into the forms and then when you print it out it is in a recognised format for the HMCTS people. If you are unsure just phone the help line and talk to an expert, if they bare busy they will call you back. I applied for Probate on 29th April, on 12 May I had conformation that Probate had been granted and I would receive my Grant Of Probate paperwork within 10 working days. You cant beat that, well worth the £499.

Website User
Trustpilot five star rating
Doing probate is pretty complicated and…

Doing probate is pretty complicated and I found YCDProbate simplified the procedure. Moreover, if you follow the process right through (take your time!) you can be very confident you have not missed anything of importance. Now here’s the best part: if you have questions, they really will be answered within 24-48 hours, and answered well. Go for it.

LB
Trustpilot five star rating
Easy to use. Great service and a saving of £2000!

I HIGHLY recommend the platform for anyone wanting to save solicitors fees and who wants to apply themselves. £325 gives you an easy to use platform that asks questions that are easy to understand. It is intuitive to use and red flags you if there is anything missing. Support is 1st class, sent an email question on a Sunday afternoon and had a reply 2 hours later! YCDP cuts out large parts of the probate forms that do not apply to your own application….My application was straightforward and the actual time i took on the YCDP platform was probably 30 mins. Quotes from solicitors were £2k to £3k JUST to fill out the forms, bear in mind that you have to provide the solicitors with all the details. Brilliant service – Easy to use.

Mike Adkins
Trustpilot five star rating
The dedication and professionalism of…

The dedication and professionalism of Tom and the team was TRULY outstanding. If I as a 70 something and barely computer literate can do it with their help, then anyone can. Outstanding, brilliant service and amazing value.

Trevor
AFFORDABLE FIXED PRICE
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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 an online platform providing legal forms and information. YouCanDoProbate is not a law firm and is not regulated by the Solicitors Regulation Authority (SRA). Our online probate and inheritance tax service is an online platform providing probate and inheritance tax forms and information to allow you to complete inheritance tax returns and apply for probate yourself. Our telephone, email and livechat support provides guidance only, we do not provide bespoke advice, including estate planning or tax advice and it is not a substitute for a lawyer’s advice about complex estate planning or tax issues.
© Kabing Ltd | All Rights Reserved. Company number 12125399.

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