Skip to main content
MON - SAT
9am - 6pm
User Login
When did you purchase access to your YouCanDoProbate account?
On or after 1st March 2025
On or before 28th February 2025
Don’t have an account? Sign up here
The probate process

How to Value an Estate for Probate

Valuing the estate accurately is one of the most important parts of the probate process. The valuation forms the basis of the IHT400 and determines whether Inheritance Tax is due. Errors can cause delays, HMRC queries, or an incorrect tax calculation.

Property

Residential property should be valued at its open market value at the date of death, typically a written estate agent valuation or formal RICS report. HMRC may challenge values that appear inconsistent with market conditions.

Bank accounts and savings

Contact every bank and building society for the balance as at the date of death. Request written confirmation for IHT400 evidence.

Investments and pensions

Contact investment platforms and stockbrokers for date-of-death valuations. For pensions, most death benefits are paid outside the estate, but check with each provider as some types do form part of it.

Personal possessions

Value vehicles, jewellery, antiques, art, and other valuable items. For everyday household contents, a reasonable estimate is generally acceptable. For significant items, a professional valuation provides stronger evidence.

Gifts made before death

Gifts made in the seven years before death may need to be declared to HMRC. YouCanDoProbate captures gift information through the platform walkthrough and handles all calculations automatically.

Deducting liabilities

From the gross estate value, deduct all outstanding debts: mortgages, loans, credit cards, utility bills, and funeral costs. The result is the net estate value on which IHT is assessed.

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.
Try it risk-free · 14 Day Money Back Guarantee
Call 0800 689 1447 · Monday to Saturday, 9am to 6pm
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
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
Very easy to use

Very easy to use; user friendly, good people to deal with, very helpful, great software, well designed

M J Roberts Associates Ltd
Trustpilot five star rating
If I can, then you can do probate

I was very impressed and encouraged with how easy it was to use this service; a welcome change at a time when it is difficult to process the loss of a loved one, and all the legalities that involves, I was given reassurance and confidence that I can, and did do probate. The process was made easier and less stressful knowing I could ask for help as and when I got stuck. Tom was very supportive and encouraging (and patient). The steps ensured that I could check each stage and return at any time to change or amend anything. Also thanks to those who answered the phone and reassured me that my messages would be passed on. A very positive experience and I have already recommended this service to others in a similar position to me. An excellent service. Mary Mc

Mary M
Trustpilot five star rating
This platform is amazing

This platform is amazing! My case was a difficult one as I had to do two probates at the same time. Easy to understand and use and the communication if I became unsure was second to none! Extremely prompt and professional, thank you to the team for making a difficult time a little easier

Lisa Edwards
Trustpilot five star rating
This is an exceptional service.We were…

This is an exceptional service.We were quoted over £7000.00 from solicitors .The process for us was very straight forward .The forms and support to complete the probate were provided and we could take our time to complete.Downloading was straight forward . Probate forms were sent off and Grant of probate received within 6 weeks. Highly recommend using this service . Thankyou.

kerry jane jones
Trustpilot five star rating
Simple to use & follow

A very straightforward process to follow that demystifies the complexities when dealing with someone’s estate. Yes, you have to do a lot of the leg work in gathering the information first but you may well have to do that anyway when dealing with a solicitor. I found the website simple to use with an easy step by step process. The support information and guides were very helpful. When I did have an issue with printing the IHT forms, raising a ticket was easy and I had a response within an hour. It is a very affordable price that has saved us thousands of pounds. It would be good if you could now integrate using the online Probate application process rather than print out the forms in the future. Very recommended.

Heather Roberts
Trustpilot five star rating
I was dreading Probate but ‘You Can Do…

I was dreading Probate but ‘You Can Do Probate’ really made things easier. If I had any problems I could request a call to help me with questions. I requested a call about 3 times, and each time somebody call me and sorted out my questions and put my mind as ease. I think I spoke to Tom a couple of times very helpful. You can do bits at a time you don’t have to do the whole thing all at once. Thoroughly recommend. Glad I came across this site.

Anne-Marie
Trustpilot five star rating
Very straightforward and intuitive…

Very straightforward and intuitive system with excellent support. A most cost effective solution. We obtained probate within 12 weeks!

Phillip Plato
Trustpilot five star rating
This saved so much time and cost

This saved so much time and cost. They answered all my questions and I was able to submit all the forms myself. Great service. I would reccomend this to anyone rather than using a solicitor.

Ben Gale
Trustpilot five star rating
I’m never one for leaving reviews

I’m never one for leaving reviews, but this service genuinely deserves the 5* review I’m giving it. I completed the probate application with my Mum shortly after my Dad’s passing. My Mum had been quoted thousands of £s to do this on her behalf, which I felt was unreasonable. After a quick Google I found this website and suggested it to my Mum. She was sceptical at first so I offered to help, and having completed the intuitive online process with her, she quickly told me she could have done it herself! It’s not a nice thing to deal with, particularly at such a difficult time, but I couldn’t recommend this highly enough. It genuinely works and we have just received our letters of administration.

Joe Wilkinson
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
Easier than I expected.

I was very impressed by the easy to use website that allowed filling-in, as the required information was collected. The completed probate application then emerged ready for signing. Difficulty with registering for the service after taking payment, caused by a server outage, was promptly solved by your team that rang back and guided me through the process.

Lawrence
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).
Get started in 3 simple steps
STEP 1
CLICK HERE TO BUY NOW
STEP 2
REGISTER AND PAY
STEP 3
LOGIN AND BEGIN
Trustpilot
14 Day Money Back Guarantee
14 Day Money
Back Guarantee
T&Cs apply.
We're here to help
Call 0800 689 1447
Monday to Saturday; 9am - 6pm

Trusted & Secure

ISO 27001 certifiedSSL secure256-bit encryptionTwo-factor authenticationAWS Partner NetworkStripePayPalApple PayGoogle Pay
More about YouCanDoProbate

See how it works

See exactly how straightforward this is, from your first question to your completed forms.

Why choose us

Thousands saved, weeks not months, and you stay in control throughout.

Our story

We have been where you are. That is why YouCanDoProbate exists.
© 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.

Request a Callback

We’ll call you back as soon as possible during working hours. Our friendly, UK based experts are here to help. Prefer to talk now? Call 0800 689 1447, Monday to Saturday, 9am to 6pm.
Existing user? We kindly ask you to get in touch with us using the support channels within the platform