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On or after 1st March 2025
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What is probate?

When is Probate Not Required?

Not every death in England and Wales requires a Grant of Probate or Letters of Administration. Whether you need one depends on how the deceased’s assets were owned and how much is involved.

Jointly owned assets passing by survivorship

If the deceased co-owned property or a bank account as a joint tenant (not a tenant in common), those assets pass automatically to the surviving owner on death. The surviving owner provides a death certificate and the asset transfers without a formal Grant.

Small estates below institutional thresholds

Most financial institutions will release funds without a formal Grant if the amount is below their internal threshold. This varies by institution and can range from around £5,000 to £50,000 or more. Contact each institution individually to confirm.

Assets passing outside the estate

  • Life insurance policies written in trust pay directly to the named Beneficiary
  • Most pension death benefits are paid to nominated Beneficiaries at the trustee’s discretion
  • Some jointly held investments transfer automatically

When Probate is definitely required

If the deceased owned property in their sole name, Probate will almost always be needed. Similarly, bank accounts and investments above individual institutional thresholds held solely in the deceased’s name will generally require the formal Grant. If unsure, call us on 0800 689 1447 for a clear answer.

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The easy and affordable way to apply for probate

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Our UK-based team is on hand to help. Call us, or Request a Callback. No obligation. Just honest answers.
Trustpilot five star rating
Supportive staff team. Confidence.

The staff team were supportive and return calls were reasonably prompt, its important to account for other customers feeling swamped by the experience too. The online forms were clear and the finance running totals displayed at the top of the form so calculations are as exact to the info you put in to the form. I liked the fact that I felt more confident in completing probate, that I did not feel silly when asking questions. The team are respectful and account for the emotional situation you fnd yourself in.

Betty Tuur
Trustpilot five star rating
Great website – would recommend

I found this website incredibly helpful and it saved me a huge amount of money and time. I had been quoted £5-7k for a solicitor to do my mum’s probate, so I thought I would give YouCanDoProbate a try. It was very easy – the website guides you through. When I did have a query, I sent through the question and it was answered really quickly. Also, it was handy that it saved what I had done and I was able to leave it and come back to it again, so you don’t have to do it all at once. I would very much recommend.

customer
Trustpilot five star rating
Due to the present extenuating…

Due to the present extenuating circumstances i.e. Coronavirus Lockdown, I decided to do Probate on my own behalf. Having now completed the paper work. Sincerely I should like to thank the support team for their help and guidance.It was reassuring to know that there was always someone at the end of the phone to call upon if I was uncertain.

Ken Winter
Trustpilot five star rating
Excellent! I wish I had found sooner

So, so easy. I wish I had found sooner as I put off doing probate thinking it would be bad but it was fine. I got a bit stuck and had a quick call and then all went through smoothly. Thank you, I would definitely recommend to all.

Carol Fennell
Trustpilot five star rating
I found it very helpful but of special…

I found it very helpful but of special note is the fact you can call their helpline for assistance which I did on a few occasions. They were always very patient and solved my issues.

Martin Greaney
Trustpilot five star rating
Easy to use, great value for money

Easy to use Structures the required information to make it straightforward to navigate Produces all forms required professionally (including in our case a particular set of forms that were important to our IHT liability Overall great value for money compared to engaging solicitors – would highly recommend this tool to anyone dealing with probate

Steve Bunting
Trustpilot five star rating
Very good takes you through all steps

Very good takes you through all steps. Don’t need solicitors

sd
Trustpilot five star rating
Easy to use for simple estates

Questions were easy to read – specified what information was required. Showed what forms needed to be completed re inheritance tax and how to calculate it etc. Am dealing with a simple estate but was worth the cost for peace of mind – especially when I’ve read people pay solicitors thousands of pounds for the same service

Marie Holdaway
Trustpilot five star rating
Excellent Service

i recently used you can do probate and found the whole process quite straight forward , its a lot cheaper than engaging probate solicitors and the advice and support you can do probate offer is very good , if you need to book a call for advice you get it same day normally within the hour of booking it

Stephen Knight
Trustpilot five star rating
Easy and Simple to use

Easy and Simple to use

Stephen
Trustpilot five star rating
YCDP gave me the control I desired

After the death of my beloved Father, I didn’t want the costly, frustrating, time consuming process of dealing with solicitors regarding what I thought was a legal process. It is in fact an administrative task which everyone is capable of doing. I decided to go ahead with YCDP and if it was sucessful for me I would share my experience so that everyone could make YCDP their first consideration before speaking to solicitors. The Support team/Tom are 10 out of 10 as they helped me with all my questions right from the start and along the journey. I have never experienced service support of this high standard EVER across any section.

K S WILLIS
Trustpilot five star rating
Easy to do your own probate

Always there to help . Very easy to do it.

Ch Hech
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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 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.
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