Unlock the simplicity of probate with our Probate Toolkit.
Streamline the probate process, save time, and ensure peace of mind with a guided online toolkit built to help executors and families navigate estate administration with confidence.
Developed by probate experts with years of experience in the UK legal system, ensuring accuracy at every step.
Everything you need in one place - from step-by-step guides to auto-populated templates, forms, and expert advice.
Navigate probate confidently, knowing you're following best practices and legal requirements throughout.
Fairly priced and 100% deductible from the estate as an executor expense.
All documents stored securely. Centralised management keeps everything accessible, safe and organised.
Phone, email, and webchat support available whenever you have questions. You're never alone in this process.
Our Probate-Toolkit is your comprehensive guide to successfully managing the probate process, from start to finish.
Probate involves multiple stages, complex calculations, and detailed record-keeping—making it easy for things to become disorganised or overlooked. Probate Toolkit brings everything together in one place, from asset tracking and inheritance tax calculations to document storage and estate accounts. By automating key steps and structuring the process, it reduces errors, saves time, and keeps you fully in control. Whether you’re an executor or a professional, it simplifies probate into a clear, manageable workflow from start to finish.
Managing probate yourself can feel overwhelming, especially when dealing with legal forms, inheritance tax, and estate accounts. Probate Toolkit guides you step-by-step through the entire process, helping you collect asset and liability information, calculate inheritance tax accurately, and complete HMRC forms with confidence. Everything is structured and easy to follow, reducing stress and the risk of costly mistakes. It gives you clarity, control, and reassurance at every stage—so you can handle probate properly without needing specialist knowledge.
Probate Toolkit is designed to streamline estate administration for solicitors, accountants, and probate professionals. Manage multiple cases efficiently with structured workflows, automated inheritance tax calculations, and seamless HMRC form generation. Reduce manual data entry, minimise errors, and keep all client information, documents, and estate accounts in one secure platform. Whether handling straightforward or complex estates, the software improves consistency, saves time, and enhances client service—allowing you to focus on delivering expert advice rather than administrative tasks.
Financial Accounts & Assets
Create a list of all financial accounts and policies. Consider an Unknown Asset Search to uncover dormant assets.
Value The Estate
Update all account balances with date-of-death values. Value property using recent sale data or a local agent's valuation.
Determine If Probate Is Needed
Use our tool to check if probate is necessary. Check probate limits for financial services firms.
Assess Tax Liabilities
Determine if inheritance tax applies. Our toolkit guides you through IHT forms and calculations.
Apply For The Grant Of Probate
Complete and submit probate applications online or by post. We can complete this on your behalf with our Pro service.
Distribute The Estate
Manage accounts, settle debts, and distribute to beneficiaries in accordance with the Will or intestacy laws.
Probate is typically required when someone who has passed away held property or substantial assets solely in their own name. Every estate still needs administration, so our support is designed to match the level of help you want while keeping you in control.
Manage probate independently with all the tools you need:
All toolkit features, plus professionals handle your Grant application:
Complete end-to-end professional management of the entire estate: