All forms needed to apply automatically completed including non-applying Executor forms.
IHT205 and IHT217 forms automatically completed. (Only required for deaths prior to January 2022).
Automatically calculates all estate values with financial tracking to alert you if you can't apply with YouCanDoProabte.
Any applicable exemptions are automatically applied without you having to know if you need to use them.
No Will, no problem - intuitive Intestacy Walkthrough to guide you who will inherit the estate.
Auto-populated notifications of death letters to easily inform any service providers.
Traffic light menu so you know exactly where you are, what's missing and what you have left.
Reminders, Notes and File Upload keeps all you organise and your documents in one safe place.
Access from anywhere at any time to complete at your convenience by desktop, laptop or tablet.
Friendly, expert support and guidance by telephone, ticket and email.
Comprehensive, step-by-step guide with screenshots and numbered instructions.
Access to our unique support site of probate knowledge and answers.
Your data is safeguarded servers with AES 256-bit encryption.
Two-factor authentication (2FA) for and extra layer of protection for your account.
Approved for use by the Institute for Chartered Accountants in England & Wales