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 (£11 each)
- 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
- IHT421 reference number from HMRC
- 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.
The easy and affordable way to apply for probate
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Easy to do. Help always available. And it costs a lot less than solicitors. Excellent service.
Really pleased to have come across this service. The system was easy to use and the support provided was really helpful when I wasn’t sure what info to enter. From my perspective the cost was negligible for the peace of mind the system and team provided. Probate was granted within 8 weeks. Highly recommended.
I only wish I’d found this service earlier., it has been invaluable. It made what felt a daunting task manageable in a time of great stress and upset. The phone support was also brilliant. I would highly recommend.
I can’t thank my Advisor, Tom, more for all his patience and help. He has guided me every step of the way and I’m thrilled with the results of this excellent service.
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.
Very helpful app that is easy and intuitive to use. The one question I needed to ask was answered promptly and helpfully.
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The system was very user friendly, and easy to use. The case was not straight forward and when needed, the telephone support was superb. Will definitely use again. Highly recommended.
I HIGHLY recommend the platform for anyone wanting to save solicitors fees and who wants to apply themselves. £325 gives you an easy to use platform that asks questions that are easy to understand. It is intuitive to use and red flags you if there is anything missing. Support is 1st class, sent an email question on a Sunday afternoon and had a reply 2 hours later! YCDP cuts out large parts of the probate forms that do not apply to your own application….My application was straightforward and the actual time i took on the YCDP platform was probably 30 mins. Quotes from solicitors were £2k to £3k JUST to fill out the forms, bear in mind that you have to provide the solicitors with all the details. Brilliant service – Easy to use.
Doing probate is pretty complicated and I found YCDProbate simplified the procedure. Moreover, if you follow the process right through (take your time!) you can be very confident you have not missed anything of importance. Now here’s the best part: if you have questions, they really will be answered within 24-48 hours, and answered well. Go for it.
Made probate very easy
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.
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