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On or after 1st March 2025
On or before 28th February 2025
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Using YouCanDoProbate

What Information Do I Need to Apply for Probate Using YouCanDoProbate?

You do not need everything before you start. YouCanDoProbate saves your progress automatically and there is no time limit. Start with what you have and complete sections as information arrives.

About the person who died

  • Full legal name, date of birth, and date and place of death
  • Last permanent address and postcode
  • Domicile (in most cases, England or Wales)
  • National Insurance number

Estate assets

  • Bank accounts: institution name, account number, and balance at the date of death (written confirmation from each bank)
  • ISAs and savings: closing balance at the date of death
  • Investments: date-of-death valuation from each platform or registrar
  • Property: open market value at the date of death (estate agent’s letter or RICS report)
  • Life insurance not written in trust: sum assured
  • Pension funds: confirmation of any death benefit forming part of the estate
  • Personal possessions: a reasonable valuation of vehicles, jewellery, antiques, and other items of value

Gifts and liabilities

  • Details of any gifts made in the seven years before death: what was given, to whom, when, and the value
  • Outstanding mortgage balance at the date of death
  • Credit card and loan balances, utility bills, and other outstanding debts
  • Funeral costs

The platform guides you through each section in a logical order. If you get stuck, our team is available by phone, email, live chat, and support ticket throughout.

Ready to begin?

The easy and affordable way to apply for probate

Register today and work through your application at your own pace, with unlimited UK-based expert support whenever you need it.
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Got a question while you are reading?
Our team of experts are on hand to help. Call us, or Request a Callback. No obligation. Just honest answers.
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
Easy to use and great support – would recommend

I am a qualified accountant (although not a tax specialist, so no IHT experience), but even had that not been the case I’m sure I would have found the software easy and intuitive to follow. Helpline queries were answered very quickly and helpfully (within 24 hours). Absolutely didn’t need a solicitor. All 13 IHT forms were generated for me which I’d never have been able to do without help. I decided to apply for the probate certificate online to save time and just took the printout from the software and replicated it on the probate portal – again very easy.

customer
Trustpilot five star rating
Very easy to follow step by step…

Very easy to follow step by step instructions

Dougie
Trustpilot five star rating
i had talked to a solicitor to do the…

i had talked to a solicitor to do the probate, he wanted 1 to 5 % of the value of the house approx £4,000 to £20,000 pounds then i found youcandoprobate.co.uk online, for £325 so instead of telling the high cost solicitor all the details he needed to know, i just wrote them same details on the online forms, and any questions i had were only a phone call away and each question was answered. as you go through the online forms every thing is worked out for you and you print the forms off at the end and send them off. this as an excellent service and have no hesitation in recommending them, they are brilliant

Vic
Trustpilot five star rating
I was quite daunted by the procedure of…

I was quite daunted by the procedure of probate as I’d never been in this position before, but you made the whole process almost easy. Adam was brilliant, if I had a query or was unsure about anything he helped me to understand and navigate the forms successfully. All your staff were efficient, helpful and friendly and I would recommend you to anyone without a moment’s hesitation. Thank you so much

Maureen
Trustpilot five star rating
You Really Can Do Probate Yourself !

After receiving a very expensive quote from a local solicitors I found this website and as an administrator myself thought how hard can this be. I read the reviews and watched the video before I purchased to make sure it was right for me. I followed the on-line steps and filled in the questions so a little bit of time and effort is required. I had 2 x queries which were dealt with within the hour once on the phone and once by email. Once the forms were complete, I printed off and posted to HMCTS Probate. I had an email from them confirming receipt on 19th June and I received an email yesterday 26th June telling me Probate had been granted so this website has done exactly what I needed it to do.

LCrown
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
YouCanDoProbate was great, I would recommend !

YouCanDoProbate was great and took you carefully through all the questions & areas that are needed to complete and submit Probate forms and calculate any IHT payable. It may seem a daunting task, but taking it one section at a time, I was able to complete and obtain probate saving thousands in Solicitors fees. Most of the information you are going to have to obtain yourself, even if using a Solicitor.

Customer
Trustpilot five star rating
An excellent service!

This is an excellent service. As well as the clear and logical website to step you through the process, there is first class one-on-one support from experts on probate. Using youcandoprobate saved me thousands of pounds of legal expenses!

Firebladeboy
Trustpilot five star rating
Highly recommend this company

Highly recommend this company. The intuitive software is easy to use and the friendly and professional telephone support is excellent. On the advise of the team I posted off my documents as I had considered using the government online form assuming it may be quicker! However Probate was granted in 15 days from when I posted my documents. Thank you to all the team at You Can Do Probate for making a stressful and emotional task much easier to navigate without the need of expensive solicitors! Nb The only improvement that I feel would be beneficial is the function to print the breakdown of all the values and calculations

SJ
Trustpilot five star rating
YouCanDoProbate.

YouCanDoProbate were very helpful when things needed explaining a little more, The questionnaire needed a bit of research to get the information needed but overall things went smoothly.

Maxi
Trustpilot five star rating
YCDP asked all the right questions.

YCDP asked all the right questions, it was fairly easy to complete. I spent about 2 months preparing the application, getting valuations etc. Probate was approved in 3 weeks from posting the application.

J Newton
AFFORDABLE FIXED PRICE
Forms filled in for you
No expertise needed
Unlimited UK support
Save money, time and stress with YouCanDoProbate
One time payment

£499

including VAT
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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Our story

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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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