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The probate process

What Documents Do I Need for a Probate Application?

Having the right documents to hand before you start makes the Probate process smoother. Here is exactly what you need at each stage.

Documents needed from the outset

  • The original Will and any codicils (if there is a Will)
  • Multiple certified copies of the death certificate
  • The deceased’s National Insurance number
  • The deceased’s last permanent address and date of birth

Documents for the IHT400

  • Written confirmation from each bank and building society of the balance at the date of death
  • Valuations from investment platforms and stockbrokers as at the date of death
  • Estate agent’s valuation letter or RICS survey for any property
  • Confirmation from pension providers of any death benefit forming part of the estate
  • Policy schedule for life insurance not written in trust
  • Details of all outstanding debts at death
  • Records of any gifts made in the seven years before death

Documents for the Probate application itself

  • The original Will (where applicable)
  • Official copy of the death certificate
  • The unique Probate code from HMRC, where an IHT400 was submitted (sent by letter or email, and entered on the Probate form)
  • The PA1P or PA1A form (completed by YouCanDoProbate)
  • The £526 Probate Registry fee by cheque or postal order

YouCanDoProbate saves your progress automatically and shows you clearly which sections still need information. Work at your own pace as documents arrive.

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Trustpilot five star rating
I found You Can Do Probate really…

I found You Can Do Probate really helpful, polite, they were very patient with me when I had a problem, and when I rang and left a message, they always came back to me, the proof of the pudding will be if my submission goes through successfully.

Mr Woodhouse
Trustpilot five star rating
10/10

It was so easy ,a couple of teething problems that were sorted out quickly by the contact team .I would recommend this company highly,if your probate is pretty straightforward it’s a must and will save you money,it’s a 10/10 for me

Mr huntbach
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
I was bit hesitant about using them

I was bit hesitant about using them, but OMG im so glad I made initial contact with them, they were so helpful, they answer my questions & put me @ ease, solicitors quoted thousands to do it for me, so I took the plunge, had forms to fill out & if u had any questions they were only a phone call away definitely 10/10

Sue
Trustpilot five star rating
I’ve been more than happy using all I…

I’ve been more than happy using all I can do probate I’m nearing the Finnishing stages of the process and Tom, one of the specialists has been more than helpful. I would definitely recommend to anyone looking to do probate.

Darren cundy
Trustpilot five star rating
Excellent service, guaranteed peace of mind

From my first call to YouCanDoProbate I felt confident in the help I would receive throughout the process of applying for grant of probate for my mum’s estate. The HMRC forms are not complicated but having access to support and having confirmation that no tax is due and that you have declared everything correctly, is very reassuring. It is worth the money for peace of mind and cost much less than hiring a solicitor

MISS RACHEL NAYLOR
Trustpilot five star rating
Excellent service..

Excellent service… many thanks to James he was very professional and extremely patient with me … this is a very difficult time and I really appreciate the help this service provided. James talked me through stage by stage and let me deal with it at my own pace I would recommend youcandoprobate to everyone .. worth every penny ..solicitors had quoted me £8000 that’s a real big jump in price and at such a vulnerable time .. I am now awaiting for the government to process many thanks James for all your help. Corinne Minords

Corinne Minords
Trustpilot five star rating
Easy to use

Easy to use. Questions by email replied in the same day.

Carol
Trustpilot five star rating
Timely and efficient support at a…

Timely and efficient support at a sensible cost.

Paul
Trustpilot five star rating
Amazing, simple to use and worth every penny

I can’t rate YouCanDoProbate more highly. The estate I was dealing with was quite complicated and using a solicitor would have cost thousands. The team talked me through every step and made it easy and simple to complete probate. Any questions I had were answered straight away and I found it all incredibly straightforward and simple to use. This is worth every penny.

Rachel Charalambakis
Trustpilot five star rating
You can do probate made the whole process much easier.

You can do probate made the whole process so much easier. The platform guides you along the way with helpful explanations to questions that you may not understand. Even if you are stuck or confused by anything you can give them a call or online chat and they are happy to help. I really cant fault this service and at a fraction of the cost compared to solicitors. Thank you guys.

Pete Titterington
Trustpilot five star rating
This is an excellent service which is…

This is an excellent service which is very good value for money and lives up to its name – yes, you can do probate yourself if you use this platform. In particular, being able to call up and put your questions to an expert, without having to worry about increasing the cost, is a godsend and I wouldn’t have managed without it (thank you Tom!). The process is still time consuming and it isn’t easy, but this service makes it possible and way more affordable than using a solicitor.

Pete Rawlings
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£499

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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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