How it works
The simple way to apply for probate.
All you have to do is enter the same information you would need to collect and provide to a solicitor, and our platform takes care of the rest.
Register, login and begin
There is nothing to install and nothing to prepare. Register, log in and get immediate access to the platform. No waiting. No approval process. Log in as soon as you are ready and start working through the process at your own pace.
Follow our clear, easy to use walkthrough at your own pace
Our platform will guide you through the necessary questions about the person who has died and their Estate. We’ve simplified it all for you so that all the information is gathered correctly, quickly and easily. Log in and out as often as you need, with your progress automatically saved as you go.
...Excellent! So, so easy. I wish I had found sooner. Thank you, I would definitely recommend to all...
Carol Fennell
Your next stage…
Account SetupStatus: IncompleteReady to startAll sections completeContinueStartView / Edit
Details of the deceasedStatus: IncompleteReady to startAll sections completeContinueStartView / Edit
The WillStatus: IncompleteReady to startAll sections completeContinueStartView / Edit
Personal Details
What was their date and place of birth?
DD / MM / YYYY
Select From List
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United KingdomAfghanistanAlbaniaWhat was their gender?
Male
Female
Establishing the final position of the estate for Probate and Inheritance Tax
Analysing the estate detail…
Estate value
Total Assets£ 812,640.00
Total Liabilities£ 21,340.00
Total Expenses£ 4,850.00
Net Value£ 786,450.00
Estate summaryStatus: Non-excepted EstateView
Inheritance tax calculationStatus: Non-excepted Estate – IHT400 requiredView
The estate is not subject to any Inheritance Tax.Non-excepted estate; IHT400 required
Total chargeable estateView DetailClose£728,250.00
Total estate in the UKView DetailClose£786,450.00
Deceased’s residences£485,000.00
Bank and building society accounts£142,380.00
Premium Bonds and National Savings and Investments products£50,000.00
Household and personal goods£12,500.00
Life assurance and mortgage protection policies£24,000.00
Listed stocks, shares and investments that did not give control£98,760.00
Mortgages, secured loans and other debts- £21,340.00
Funeral expenses- £4,850.00
Exemptions and reliefs on estate in UKView Detail- £58,200.00
Other assets taken into accountView Detail+ £0.00
Residence Nil Rate BandInc. Transferable Residence Nil Rate Band£175,000.00
Nil Rate Band at the date of death14/01/2025£325,000.00
Transferable Nil Rate BandFrom estate of Peter Ellis£325,000.00
Value chargeable to Inheritance TaxView Detail£0.00
Inheritance Tax due40% of Value chargeable to Inheritance Tax£0.00
All of the calculations and exemptions are done for you
The estate position, financial value and any inheritance tax due, with every exemption the estate is entitled to, all worked out automatically.
...Excellent! So, so easy. I wish I had found sooner. Thank you, I would definitely recommend to all...
Carol Fennell
Generate your completed probate application and any inheritance tax forms
All of the forms needed to apply will be automatically completed for you. So you can be sure nothing was missed, our platform won’t let you generate your forms until you have provided all the required information.
...Excellent! So, so easy. I wish I had found sooner. Thank you, I would definitely recommend to all...
Carol Fennell
Probate Forms
Click here to generate
Generating forms; Thank you for your patience.
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Probate & IHT forms
Inheritance tax accountIHT400
ViewProbate applicationPA1P
ViewI need to make changes
HM Revenue& Customs
IHT400Inheritance Tax account
PA1P Probate application