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On or after 1st March 2025
On or before 28th February 2025
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Using YouCanDoProbate

What Information Do I Need to Apply for Probate Using YouCanDoProbate?

You do not need everything before you start. YouCanDoProbate saves your progress automatically and there is no time limit. Start with what you have and complete sections as information arrives.

About the person who died

  • Full legal name, date of birth, and date and place of death
  • Last permanent address and postcode
  • Domicile (in most cases, England or Wales)
  • National Insurance number

Estate assets

  • Bank accounts: institution name, account number, and balance at the date of death (written confirmation from each bank)
  • ISAs and savings: closing balance at the date of death
  • Investments: date-of-death valuation from each platform or registrar
  • Property: open market value at the date of death (estate agent’s letter or RICS report)
  • Life insurance not written in trust: sum assured
  • Pension funds: confirmation of any death benefit forming part of the estate
  • Personal possessions: a reasonable valuation of vehicles, jewellery, antiques, and other items of value

Gifts and liabilities

  • Details of any gifts made in the seven years before death: what was given, to whom, when, and the value
  • Outstanding mortgage balance at the date of death
  • Credit card and loan balances, utility bills, and other outstanding debts
  • Funeral costs

The platform guides you through each section in a logical order. If you get stuck, our team is available by phone, email, live chat, and support ticket throughout.

Ready to begin?

The easy and affordable way to apply for probate

Register today and work through your application at your own pace, with unlimited UK-based expert support whenever you need it.
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Our team of experts are on hand to help. Call us, or Request a Callback. No obligation. Just honest answers.
Trustpilot five star rating
Save a fortune, use YOUCANDOPROBATE!

This service isn’t easy but it is brilliant! From our previous experience of using a solicitor for probate, who asked us to do 80% of the work, searching for bank records, certificates etc. etc. this service was difficult, not easy, but well worth it! The support team are excellent and help with those questions you can’t easily answer. Google helps immensely also. But the real benefit is saving at least 2% up to 5% of an inheritance. That would be most of one of my late mother-in-law’s grandkids inheritance. Bargain price makes it worth it! I am happy to strongly recommend this excellent service!

Liam
Trustpilot five star rating
I was quite daunted by the procedure of…

I was quite daunted by the procedure of probate as I’d never been in this position before, but you made the whole process almost easy. Adam was brilliant, if I had a query or was unsure about anything he helped me to understand and navigate the forms successfully. All your staff were efficient, helpful and friendly and I would recommend you to anyone without a moment’s hesitation. Thank you so much

Maureen
Trustpilot five star rating
Exceptional company

Exceptional company. Made the whole process incredibly easy for me and I had to ask multiple questions at which time there was always someone approachable to ask. I would not hesitate to recommend. Very professional easy to use platform. Cannot thank them enough for their help.

jacqueline fawcett
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
Extremely helpful

Extremely helpful, friendly and super fast. I went to several solicitors and companies that offer probate – they were all so expensive. YOU DON’T NEED ANYONE. This is an amazing, user friendly system with as much support as you need. Highly reecommended.

Adrian Jones
Trustpilot five star rating
Save £2000 pr more by using You Can Do Probate

YouCanDoProbate saved me over £2000 (maybe £2500). Their fee of £399 bought me access to an online process that took me step by step through what would otherwise have been a very daunting task – as I suspect it would be for most people. The objective is to obtain a Grant of Probate and however many copies you require. The fee also includes advisors on the end of a telephone should clarification or advice be required – and when one was not immediately available they called me back very quickly. I called them 3 or 4 times and each time the advisor was patient, thorough, very knowledgeable and extremely helpful – each time stressing that if I had further questions I should not hesitate to call them again. The online process (which comes with a comprehensive online guide for each section needed to be completed) called for a lot of information to be entered; mostly regarding the banks, building societies, funeral expenses and much more but if it is not immediately to hand, the process allows you to step out as may times as you like and all the information already entered is retained. It can seem daunting at first but the more I stuck at it, the easier it seemed to get. The end result of the online process is a PA1P Probate Application form which is 90% auto-filled based on the information I entered as I stepped through the online process. Depending on circumstances, other forms may also need to be generated. Once I printed out the form and checked it over, it was simply a case of sending it to HM Courts and Tribunal Service along with a death certificate and the original will (in my case) along with a cheque for £300 plus a £1.50 fee for each Grant of Probate copy required. I believe that had I gone through a solictor to apply for a Grant of Probate, I was probably going to have to pay around £3,000 so YouCanDoProbate saved me a lot of money. I could not recommend them highly enough.

Ian Boulton
Trustpilot five star rating
Supportive staff team. Confidence.

The staff team were supportive and return calls were reasonably prompt, its important to account for other customers feeling swamped by the experience too. The online forms were clear and the finance running totals displayed at the top of the form so calculations are as exact to the info you put in to the form. I liked the fact that I felt more confident in completing probate, that I did not feel silly when asking questions. The team are respectful and account for the emotional situation you fnd yourself in.

Betty Tuur
Trustpilot five star rating
Peace of mind at fraction of cost & well worth the money.

I knew no IHT was due but with my mother’s nil residential band bit it meant I had to fill in IHT400, then it became various other IHT forms and I lost the will to live, as many of the questions aren’t in simple English. I had quotes from 3-8k just to fill in forms (One bank account, one shared house & one bond). Found the youcandoprobate website – phoned them up & had chat – no sales pressure. After a few days and looking at the forms again & getting confused, I signed up. Took 3 hours to fill in forms, got slightly lost at one point & requested a call back. Lovely chap found the problem (my input numbers in wrong box) corrected them and then stayed on phone while it re-calculated to make sense. Printed all forms off and have just received my code from HMRC. £495 well spent and peace of mind that all forms were correct. One thinks “ IHT I can manage that”, then IHT435 & 436 and then another one with pensions etc etc. I think I ended up sending about 6 different IHT forms in and I know if I had ploughed on myself I would not have sent all the correct forms in.

kch
Trustpilot five star rating
Very easy to follow.

Very easy to follow . Help available if required. Certainly a savings compared to solicitors fees.

S Evans
Trustpilot five star rating
Grant of Probate within 8 weeks from signup

Less than 8 weeks from signing up to YCDP to the Grant of Probate arriving in the post! As others have said – no need to pay through the nose for a solicitor, the YCDP platform is far quicker and far cheaper than using a solicitor. All relevant IHT forms were generated with ease, printed and then sent via post with accompanying requested documents – this was acknowledged within 3 weeks – then the generated PA1P probate form was sent to HMCTS (again, with accompanying documents & cheque) – Grant of Probate received in the post less than 2 weeks later! Fantastic and saved me thousands. Very happy with the platform and service, relieved to have found this alternative as opposed to instructing an expensive solicitor.

D M
Trustpilot five star rating
Was really concerned i would struggle…

Was really concerned i would struggle with this but it was an absolute breeze. Great platform and so user friendly.

Shaun Cherry
Trustpilot five star rating
Awesome and helpful

You Can Do Probate made the process of applying for probate at what is, for most, a difficult time a great deal easier and cheaper, saving money, time and stress. Both the site and the You Can Probate team have been awesome and helpful. It has made this process much easier to understand and without the need to pay over the top for a solicitor.

Zoë Greenslade
AFFORDABLE FIXED PRICE
Forms filled in for you
No expertise needed
Unlimited UK support
Save money, time and stress with YouCanDoProbate
One time payment

£499

including VAT
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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