Obtaining Probate - FAQs - You Can Do Probate
Frequently Asked Questions

Do you have a question about YouCanDoProbate? See the list below for our most frequently asked questions. If your question is not listed here, then please contact us.

You should! Anyone can use YouCanDoProbate. Our intuitive web-based application will produce the Probate and Inheritance Tax forms ready to sign and submit. Just answer the questions and let the application take care of the rest, from calculations, beneficiary schedules to auto-populated letters of correspondence.    

YouCanDoProbate provides a platform for estates where no Inheritance Tax is due to apply for Probate. You can use YouCanDoProbate if, at the date of death, the person who has died lived in England or Wales and had no overseas assets. Their total assets did not exceed £1,000,000. They did not make any gifts or transfer any assets totalling more than £150,000 in the 7 years prior to their death. The value of their estate is below the current Inheritance Tax threshold.

Don’t worry, we have a Risk Free – Money Back Guarantee. YouCanDoProbate will automatically alert you at the point any limits or thresholds are exceeded and you can no longer proceed using our system. Should this happen we will happily provide you with a full refund of your fee (T&C’s apply).

You must be certain that the person who has died lived in England or Wales at the date of death and had no overseas assets. We will not provide a refund if you purchase YouCanDoProbate and then cannot use it because of this.

You will only be asked to input information that is absolutely necessary to complete Probate and the Estate Administration. This includes personal details of the person that died, their Will (if they had one) information about their assets and liabilities and some further administrative details. Please be aware, you would still have to collate and supply all of this information if you choose to use a solicitor or any other professional service.      

Probate is an administrative task that anyone can undertake. It’s a myth that it’s a legal process. There’s no reason for you to waste £000s on solicitor’s fees or other providers when our online system takes you step by step through the process and ensures you avoid any costly or awkward mistakes.

YouCanDoProbate will automatically calculate, fill in and generate the necessary forms for the estate.

The Probate forms available are; PA1P – Probate Application (the deceased left a will), PA1A – Probate Application (the deceased did not leave a will), Additional Probate forms about the Executors that may be necessary are PA11 – Power of Attorney, PA14 – Medical Certificate, PA15 – Renunciation

The Tax forms available are; IHT205 – Return of Estate, IHT217 – Claim to Transfer Unused Nil Rate Band (if the Deceased was widowed).    

Yes. YouCanDoProbate will generate the appropriate PA1A – Probate Application form. You will also benefit from our intuitive Intestacy Walkthrough; this will inform you who is entitled to inherit the Estate.

YouCanDoProbate has been designed to support you step by step through the whole process working in tandem with our in-depth user guide and probate guidance articles. Should you need additional support, our team of expert, friendly support staff are available telephone and email. 

We recommend using a Desktop computer or laptop to access YouCanDoProbate. However, as it is a web-based application, it will also operate well on most tablets such as an iPad. Due to the nature of the task, we do not advise using a smart phone to access your account.

Yes, the YouCanDoProbate Web-App is available 24 hours a day. This allows you to apply for Probate at your own convenience. Our unique Traffic-Light Walkthrough Menu helps you to see how you’re progressing at every stage of the process and access any information or correspondence within a few clicks.

YouCanDoProbate has been designed to support you step by step through the whole process working in tandem with our in-depth user guide and probate guidance articles. Should you need additional support, our team of expert, friendly support staff are available telephone and email. 

After you have purchased the product your License Key will be displayed to you. It will also be emailed to you. To get started, you will need to register as a user (this will only take 2 minutes). When registering, you will need to enter your License Key to validate your account. You can find this below or on your order confirmation email Once you have registered as a user you will be redirected to the Login page to start using YouCanDoProbate.

The safety of your personal data and that of the person who has died is of paramount importance to us. We work hard to keep your data secure as possible. Our user accounts are protected with multiple layers of security, such as HTTPS (SSL) and Two Factor Authentication with all data fully encrypted at every level. We cannot view, nor do we have access to any of the personal data that is inputted into the YouCanDoProbate Web-App.

Don’t let that put you off. Get hold of a ‘dongle’ or USB key and print the forms off at the local library, post office or computer shop for just a few pounds. You will still save hundreds on fees over using a solicitor or other provider.

No problem at all. Our friendly experts are here to answer your questions. Please contact us here and we will be happy to help.

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If you're uncertain of the estate value don't worry; YouCanDoProbate will automatically alert you at the point any limits or thresholds are exceeded. If this happens, please contact us and we will happily provide you with a full refund of your licence fee. T&C's Apply.

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Call 0800 689 1447 our lines are open 9am - 6pm, Monday to Saturday.

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