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Estate checker

See if you can use our platform

If you would rather check with one of our experts over the phone please Call 0800 689 1447

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A few questions to make sure it works for you

Who can use our platform

YouCanDoProbate can be used when there is no inheritance tax due, but probate is needed to deal with the person who has died’s assets, before their estate can be distributed to the beneficiaries.

  • WORKS IF THERE IS A WILL
  • WORKS IF THERE IS NO WILL

Use our platform if, at the date of death, the person who has died was:

Never Married,
or was Divorced

AND

The total value of their estate is less than £325,000

AND
  • Lived in England or Wales
  • The total value of overseas assets is less than £100,000 (or if they died before 1 January 2022, had no overseas assets)
  • They gave less than £250,000 worth of gifts in the last 7 years before they died (or if they died before 1 January 2022, less than £150,000)

Married,
a Civil Partner,
or was Separated

AND

The total value of their assets is less than £3,000,000

(or if they died before 1 January 2022, the total value of their assets is less than £1,000,000)

AND
  • The value of anything passing to anyone other than the surviving spouse or a qualifying charity is less than £325,000
  • Lived in England or Wales
  • The total value of overseas assets is less than £100,000 (or if they died before 1 January 2022, had no overseas assets)
  • They gave less than £250,000 worth of gifts in the last 7 years before they died (or if they died before 1 January 2022, less than £150,000)

Widowed

AND

The total value of their estate is less than £650,000

AND
  • The total value of anything that did not pass from the spouse that died first to the person who has now died, is less than £325,000
  • Lived in England or Wales
  • The total value of overseas assets is less than £100,000 (or if they died before 1 January 2022, had no overseas assets)
  • They gave less than £250,000 worth of gifts in the last 7 years before they died (or if they died before 1 January 2022, less than £150,000)

You can only claim the transfer of unused nile rate by applying for probate no later than 24 months after the end month in which the deceased died, after this time the total value of their estate must be less than £325,000

STILL UNSURE IF IT WORKS FOR YOU? TRY OUR ESTATE CHECKER

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