Step 1 of the process — free
Is this estate suitable for the self-help route?
Just three questions — under a minute. Nothing is saved until you choose to continue, and no account is needed.
Where the deceased lived0% complete
Did the deceased usually live in England or Wales?
Where they had their settled home for most of the time before they died.
Preview — before you pay
What you get for £349
A look inside the workspace so you know exactly what you are buying.
Sample checklist
- 1Register the death and gather the will
- 2Value property, bank accounts and investments
- 3List debts, funeral costs and liabilities
- 4Work out the inheritance tax position
- 5Prepare and submit your probate application
- 6Collect in assets and settle debts
- 7Distribute to beneficiaries and close the estate accounts
Example forms
- PA1PProbate application where there is a will
- PA1ALetters of administration where there is no will
- IHT205 / IHT400Inheritance tax route chosen for you from your answers
- Estate accountsFinal account of assets, debts and distributions
What you’ll receive
- A personalised 26-step probate plan for your estate
- Pre-filled draft court and HMRC forms to check and submit
- Asset, debt and beneficiary registers kept in one secure place
- Inheritance tax calculations with thresholds applied automatically
- Letter templates for banks, pension providers and utilities
- Estate accounts you can share with beneficiaries
- Unlimited saves and progress tracking for one estate
Court and HMRC fees are paid separately to the government. Nothing is charged until you choose to continue.
This checker gives general information based only on your answers. It is not legal advice and does not guarantee that an estate is suitable for administration without professional assistance.