The Probate-Toolkit is for individuals who prefer a hands-on approach to estate administration while keeping essential guidance, forms, and support close by.
Say goodbye to tedious paperwork. Our toolkit auto-fills essential government forms, saving you time and hassle.
Input your data and our toolkit generates precise estate accounts, ensuring compliance with legal requirements.
Store all your important documents securely in one convenient location, easily accessible whenever you need them.
Automatically generate pre-populated notification letters to banks, insurers, and other relevant parties.
Stay organised with automated checklists that track every task, so nothing gets missed.
Securely generate HMRC forms required for estate administration and tax compliance — PA1P, IHT400 and more.
Compile all banks, policies, and providers. Consider an unknown asset search where relevant.
Gather date-of-death values and notify relevant companies.
Use local valuation evidence and update the estate account records.
Assess probate thresholds and whether a grant is required.
Determine inheritance tax considerations and whether extra forms are needed.
Consider placing a notice in The Gazette where appropriate.
Use the toolkit to understand when IHT forms may apply.
Settle tax liabilities before applying for probate where required.
Complete the application online or by post with support if needed.
After the grant, administer accounts, transfers, and estate liabilities.
Confirm balances, costs, taxes, and the administration record.
Once administration is complete, distribute in line with the will or intestacy rules.