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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 support and guidance whenever you need it.
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Call 0800 689 1447 · Monday to Saturday, 9am to 6pm
Got a question while you are reading?
Our UK-based team is on hand to help. Call us, or Request a Callback. No obligation. Just honest answers.
Trustpilot five star rating
Great software that made the process easier

Really nice to use software that wrapped over the top of the Gov UK forms. Found it much simpler to use and collected all the required information. Would recommend to others, especially if doing for the first time.

Steve S
Trustpilot five star rating
I would highly recommend…

I would highly recommend YouCanDoProbate. I had originally been quoted thousands by the Co-op legal team. It was an extortionate amount, and I thought “Is it really that difficult?” After Googling I came across YouCanDoProbate and read the reviews. At first I thought “What’s the catch?” I did more research to check out the company more, and indeed everything looked genuine, because it is! I signed up, and simply followed all the sections. The web layout/dashboard is very clear and user friendly. Keen to make sure I was accurate in my thinking, I did use the e mail questioning a couple of times. The responses were very quick and thorough, explaining everything clearly and in simple terms. At the end, all forms are generated ready to print. Having spoken to friends who had lost parents recently, they have said all the information they had to provide to a solicitor was the same as I simply had to tap in. They paid the thousands I had been quoted. You can obviously do all this independently, and simply fill in forms yourself, without using YouCanDoProbate even. But if you are like me thinking “Can I do this? What happens if I get it wrong?” Then YouCanDoProbate gives you the easy web layout, all the calculation functions and the ease of a form completed. This service took the fear out of the process as I didn’t feel alone with no support. I also feel proud of myself that I have managed to achieved this without being ripped off by legal companies who want to take a percentage of the estate. Once submitted, my application was processed within 3 weeks, it flew through, which proves it must have been accurate. I would definitely recommend and use again if I ever needed to complete probate in the future.

Janine Mainwaring
Trustpilot five star rating
I would highly recommend this service

I would highly recommend this service, they go above and beyond to make sure you understand and can complete, they take away any hassle or concern, would give more than 5 stars if I could

Caroline Howe
Trustpilot five star rating
Obtaining Probate need not be daunting.

I had obtained Probate twice before this one so the process was not completely unknown to me. However, since my last effort there have been changes to the process, so I looked for guidance and found YouCanDoProbate and decided to use them and their package. I cannot recommend them highly enough – the package and the support that accompanies it is superb. Thank you so much.

Thelma
Trustpilot five star rating
Very helpful app

Very helpful app that is easy and intuitive to use. The one question I needed to ask was answered promptly and helpfully.

Neil R
Trustpilot five star rating
Probate forms

When completing the forms, any query I had as soon as I emailed them they got back to me straight away. Also it would not let you finish the section until you had filled out all that was needed. Helpful that you could save and go back in when you had the answer you needed.

anna smullen
Trustpilot five star rating
I have rated this 5 star because I…

I have rated this 5 star because I thought the process of data input was logical and made it very easy for a first time probate. I’m not an expert and I’m not fully aware of all the features, I would have liked the ability to have a data input set to have in case the probate office raised questions.

Diane McGowan
Trustpilot five star rating
From the beginning I have had helpful…

From the beginning I have had helpful advice. Tom has shown oodles of patience. My hearing is not of the best, neither is my eyesight, but I plodded on with his gentle pushing. I have not finished yet, a paper has gone missing which will hold up the finish for a few days. Which this service had been available four years ago!!!

Hazel Stone
Trustpilot five star rating
Easy to do

Easy to do. Help always available. And it costs a lot less than solicitors. Excellent service.

Nick
Trustpilot five star rating
Happy to recommend

I was quoted thousands to outsource the probate process. I thus thought whether I could do it myself. After doing some research it did seem possible. I came across the YCDP website and the rest is history. The process was easy to follow and help via messaging was super fast. It cost £500 (+£301 for HM Probate department) which was £££ less than the other options. If you feel your sources of potential inheritance are fairly clear then I am happy to recommend YCDP

Tanvir Khondaker
Trustpilot five star rating
Having spoken to HMRC for advice…

Having spoken to HMRC for advice following the death of my Mum they told me what forms I needed…. the forms were multiple, long and confusing as where the notes to help you fill in the forms !!! This platform just seemed too good to be true which is what I said to Tom when I phoned to enquire . He was very informative and reassuring about how and why it works and reassured me there is constant support during the whole process of completion. I sat with the HMRC forms one more time, gave up again and then I registered on the platform which took minutes , paid my £499 and I never looked back . It really does all the work for you and yes on the couple of occasions I did need guidance Tom was there calling me back after logging a support call within half an hour . Completed the platform …. Probate forms then all printed off from the information you have already input and then just a trip to the post office to post and then peace of mind !! Now I’m just waiting for it to be processed by the Probate office .

Karen
Trustpilot five star rating
Ease of use

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

john
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

We have been where you are. That is why YouCanDoProbate exists.
© YouCanDoProbate • YouCanDoProbate is a trading name of Kabing Ltd.
YouCanDoProbate is not a law firm, is not authorised to conduct reserved legal activities, and is not regulated by the Solicitors Regulation Authority (SRA). Our digital service is a self-help online platform for you to input data, navigate forms, and manage your own inheritance tax returns and probate applications as a lay applicant. It provides administrative utility tools, forms, and general information. Our telephone, email, support ticket, and live chat support provide administrative and technical guidance only. We do not provide legal, estate planning, or tax advice, and our service is not a substitute for a regulated professional’s advice regarding complex estate or tax matters.
© Kabing Ltd | All Rights Reserved. Company number 12125399.

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