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Probate: Do I Need a Solicitor or Lawyer?

This is one of the most common questions people ask when they find themselves dealing with Probate for the first time. The short answer is: for the great majority of estates, no. You do not need a solicitor to apply for Probate in England and Wales.

What is Probate, and who can apply?

Probate is the process of obtaining legal authority to deal with a deceased person’s estate, collecting their assets, paying any debts and taxes, and distributing what remains to the Beneficiaries. There is no legal requirement to use a solicitor. The Executor named in the will (or the next of kin where there is no will) can apply directly.

Why do people assume they need a solicitor?

Probate has historically been associated with solicitors. Firms have long marketed their services as a necessary intermediary, and many people at a difficult time simply defer to what feels like the safest option. The reality is that solicitors charge significant fees for a process that is mostly administrative rather than requiring specialist legal qualifications.

When might a solicitor actually be worth it?

  • The will is being disputed or there are concerns about its validity
  • The estate includes business assets requiring Business Property Relief
  • There are complex trust arrangements
  • Overseas assets are involved
  • There are family disputes about entitlement or the interpretation of the will
  • The estate is very large and the IHT position is genuinely complex

These situations describe a minority of estates.

What about most estates?

For the typical estate in England and Wales, a platform like YouCanDoProbate is a far more cost-effective route. The estate information you supply is the same regardless of who completes the forms. A solicitor simply takes what you tell them and translates it into the right paperwork. YouCanDoProbate does the same thing, at a fraction of the cost, with unlimited support from our UK-based team throughout.

What is the risk of doing it yourself?

The main risk of doing Probate entirely alone using only GOV.UK guidance is that the IHT400 and its supplementary schedules are detailed and easy to get wrong. An error can delay your application, prompt HMRC queries, or result in an incorrect tax calculation. YouCanDoProbate removes that risk by performing every calculation and applying every exemption automatically.

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Trustpilot five star rating
YouCanDoProbate.

YouCanDoProbate were very helpful when things needed explaining a little more, The questionnaire needed a bit of research to get the information needed but overall things went smoothly.

Maxi
Trustpilot five star rating
Obtaining Probate need not be daunting.

I had obtained Probate twice before this one so the process was not completely unknown to me. However, since my last effort there have been changes to the process, so I looked for guidance and found YouCanDoProbate and decided to use them and their package. I cannot recommend them highly enough – the package and the support that accompanies it is superb. Thank you so much.

Thelma
Trustpilot five star rating
Very easy to use, 1st class service

Very easy to use and as they say you can contact any number of occasions as I did twice for advice. When you think I was quoted three times as much, therefore I would say they were value for money. If only the probate service was as quick.

Leslie Barnes
Trustpilot five star rating
Everything clearly explained.

Explained everything clearly. Guided one to do everything in order. You can save what you have inputted, and come back when you have further information. You can’t proceed until you have given all the correct information. Expensive but foolproof.

Patrick Lynn
Trustpilot five star rating
You Can Do Probate has saved me thousands

You Can Do Probate has saved me thousands of pounds. The system is incredibly easy to use. You do need to do your research so that you can answer the questions honestly and accurately, but everything you need is either included in the guidance in the system itself or readily available on the gov.uk website. The system also does a “sanity check” before you commit to paying for the license, to check that the system is suitable for your specific needs. So, you know before you commit whether the system is suitable for your specific circumstances. I submitted the forms prepared for me by You Can Do Probate and received my grant of probate 7 weeks later. Very happy.

JEH Executors
Trustpilot five star rating
Easy to understand

Easy to understand, online forms easy to understand and complete. telephone back up very good

David Gray
Trustpilot five star rating
The whole process was very straight…

The whole process was very straight forward.

Mrs Jean Dennis
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
First class platform, service and support

Probably like so many, probate can be a little daunting once you start to look into it, so I did a little google search and came across YouCanDoProbate. Initially I was suspect, you have to be, but carrying out my own research everything came back good, so gave them a call. I can honestly say they are so so helpful and there online forms make the process so simple with the added benefit of having someone available (an actual person) should you need to either question something or looking for advise. The whole process to less thank 4 hours (with a few queries). All the forms, you actually need, are then printed off for you and or other executors to sign. Today, two and a half weeks since they were sent in, I received an email stating probate has been approved – wow. I’m so glad I went down this route, it removed so much headache and worry and I cannot recommend this service highly, hence 5 stars from me. Maybe the government should use the same platform, oh and lets not forget about the cost if you opt to use a solicitor, £499 to complete the forms and then another £300 for the court applcation/certification

Jason Whittaker
Trustpilot five star rating
Outstanding product

I used this platform to complete my father’s HMRC and probate registry applications. The process was clear, straightforward, and easy to follow. I only needed to contact the company once for clarification, and they were very helpful. The platform guides you through questions about assets, gifts, and other estate details, then automatically populates the relevant HMRC and probate forms. It also provides the completed forms ready for printing and submission. Everything was accepted without issue, and probate was granted around eight weeks after submission. As a layperson, I found this service invaluable. It saved me thousands of pounds in legal fees, and I would highly recommend it to anyone handling probate for the first time

Simon Day
Trustpilot five star rating
As someone who is experienced doing tax…

As someone who is experienced doing tax returns, I was determined to try and do probate without handing everything over to a solicitor. The probate government site overloads you with information, uses jargon, and can sometimes be vague about whether something applies or not. The YouCanDoProbate site uses a different approach – it asks questions and then quickly works out which forms do (and critically which forms do not) apply. The support service was excellent – I had a crisis of confidence and they helped me through (thank you, Tom). This is not an easy option though – you are still doing all the work with the figures, but YCDP can help you navigate the system and keep you on track.

Liz Long
Trustpilot five star rating
The whole process was very simple

The whole process was very simple. If I can do probate with this website, anybody can!

KD
AFFORDABLE FIXED PRICE
Forms filled in for you
No expertise needed
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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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