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The probate process

How to Apply for Probate in England and Wales: a Step-by-Step Guide

Applying for Probate in England and Wales involves a defined sequence of steps. Understanding the full process before you begin helps you plan what information you need and in what order.

Step 1: Register the death

Register with the local registrar within five days. Order several certified copies of the death certificate. Ask about the Tell Us Once service to notify government agencies simultaneously.

Step 2: Locate the Will

Search thoroughly for the original Will. Check the deceased’s home, their solicitor, their bank, and the National Will Register. If no Will is found, the estate is treated as intestate.

Step 3: Value the estate

Contact every bank, building society, investment platform, pension provider, and insurer for date-of-death valuations. Arrange a property valuation. Identify all outstanding debts. The net estate value determines whether IHT may be due.

Step 4: Complete the HMRC Inheritance Tax return, if needed

If the estate is not an excepted estate, the IHT400 must be sent to HMRC before the Probate application. Do not assume an estate is excepted just because no Inheritance Tax is due. Once HMRC processes the IHT400, they send a unique Probate code, by letter, or by email if you chose to receive it that way, and the code is entered on the Probate application. Most estates are excepted estates and need no Inheritance Tax forms at all. YouCanDoProbate works out whether the estate is excepted, and completes the IHT400 and all supplementary schedules automatically where they are needed.

Step 5: Submit the Probate application

Use form PA1P (with a Will) or PA1A (without a Will), submitted with the original Will, death certificate, and the £526 application fee. Order additional official copies of the Grant at £2 each.

Step 6: Receive the Grant and administer the estate

Present the Grant to financial institutions. Place a Statutory Notice for Creditors in The Gazette. Obtain HMRC tax clearance. Pay all debts and expenses. Distribute the estate to Beneficiaries. Draw up estate accounts.

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Trustpilot five star rating
An Excellant service

An Excellant service. I made good use of the advice given in the app which made the process simple and unbelievably it was granted by the HMCTS just four working days after it was delivered to them. Admittedly it was a relatively simple estate but definitely worth considering using this app rather than very expensive solicitors.

Garry Brisdion
Trustpilot five star rating
Application for Probate online.

YCDP is excellent. As an 80 year old with very basic and fairly rubbish IT skills I was a bit apprehensive but found the process straight forward and easy to understand. It was very helpful to be given a list of the information I would need before starting. Having been quoted a price of over £1000 from a solicitor to complete the probate application the cost of using YouCanDoProbate was such a saving. I would recommend them to anyo

Mrs Sally Baxter
Trustpilot five star rating
Easy step by step process

I was so happy I found YouCanDoProbate. I did not even know where to start with this process but as soon as you register with them on line (and pay the fee) it guides you through step by step. You then just print off the the forms and send them off. It made a complicated system really simple for us.

Lucia
Trustpilot five star rating
Ease of use

Ease of use , consideration and understanding, knowledge of the system , made it as easy as possible

john
Trustpilot five star rating
I’ve used the online tool on two…

I’ve used the online tool on two occasions now and personally I believe its the best around. The system is both easy to use and very intuitive and the aftersales is second to none. Well done and congratulations for bring this tool to the masses.

Paul Doherty
Trustpilot five star rating
Save a fortune, use YOUCANDOPROBATE!

This service isn’t easy but it is brilliant! From our previous experience of using a solicitor for probate, who asked us to do 80% of the work, searching for bank records, certificates etc. etc. this service was difficult, not easy, but well worth it! The support team are excellent and help with those questions you can’t easily answer. Google helps immensely also. But the real benefit is saving at least 2% up to 5% of an inheritance. That would be most of one of my late mother-in-law’s grandkids inheritance. Bargain price makes it worth it! I am happy to strongly recommend this excellent service!

Liam
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
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
The system was very user friendly

The system was very user friendly, and easy to use. The case was not straight forward and when needed, the telephone support was superb. Will definitely use again. Highly recommended.

KJ
Trustpilot five star rating
How to do Probate the easy way

My experience of using the YouCanDoProbate programme has been good and certainly it is a well put together one. Firstly it specified the information which would be required by the Probate Office so that I could save time when using the programme. It then went on with what is basically a copy of the Government sheets so that the information could be added. Adding the information required was not as easy as it would seem.This was not a fault of the programme, but rather the way the person who had designed the sheets for the Government had expressed their requirements. On several occasions I was a bit stuck and and sent a message to YCDP requesting assistance. I found that they could not have been more helpful and I would like to thank both Adam and Tom for their assistance. They both answered my queries and made it clear that they would spent as much time as was necessary in doing so, very much a PLUS point in this day and age where many companies cannot get away fast enough. They would contact me either by phone or email, whichever I preferred. Another thing that I particularly liked was that the programme would not allow me to tick the box as finished in error, until each section it was complete. By doing so it meant that the Probate office should not have to return it as incomplete. The current programme is designed to cater for a maximum nett figure of £325,000 before Inheritance tax is payable. There are circumstances where there is only one son or daughter who will inherit and the Government will allow up to a nett figure of £500,000 before Inheritance Tax is due, and I was informed that they are working on an amendment to the programme to allow for this. I can fully recommend this programme which is considerably cheaper than putting it in the hands of a Probate Specialist.

Brian Pullin
Trustpilot five star rating
Fantastic programme and support

Fantastic programme and support. I spoke to Adam a few times and he was extremely helpful. Applying for probate can be challenging despite having reasonable knowledge of the process. I did the probate for my late mother and once I had the codes from HMRC got the probate within 10 days. Best to do the probate process online rather than sending the paper forms. All you have to submit to the probate office is the original will. I would recommend this company highly as all the solicitors would do is to supply them with the relevant paperwork and charge a large sum for doing what I did in 2 hours.

Dr Mayur Shah
Trustpilot five star rating
The process was simple and the support…

The process was simple and the support provided spot on.

Sue Byrne
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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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