Step 1 of 5

About the Person Who Has Died

We are sorry for your loss. Please provide details about the deceased so we can begin reviewing the estate.

Full Legal Name

Date of Death

Last Known Address

Marital Status at Time of Death

Did the deceased leave a valid Will?

Yes — I have a copy No — they died intestate Not sure

If no Will exists, the estate is distributed under the Intestacy Rules. You will still need to apply for Letters of Administration rather than a Grant of Probate.

Step 2 of 5

Your Details

We need your details as the person applying for probate (the executor or administrator).

Your Full Name

Your Relationship to the Deceased

Your Address

Your Email

Your Phone

If you are the named executor in the Will, you have the authority to apply for probate. If there is no Will, the nearest next of kin (typically a spouse, then children) may apply for Letters of Administration.

Step 3 of 5

The Estate

We need an overview of the estate's assets and liabilities to determine the correct process and HMRC forms required.

Did the deceased own property?

Yes — in their sole name Yes — jointly with another person No property

Estimated Gross Estate Value

Include all assets: property, cash, investments, vehicles, business interests, life insurance (if no named beneficiary).

Known debts and liabilities (approximate)

Are there any known complications?

If the estate is complex (disputes, overseas assets, contested Will), we will contact you to discuss the appropriate service level and fee before proceeding.

Step 4 of 5

Beneficiaries

Please list the main beneficiaries of the estate — those who will receive a share of the assets.

Beneficiary 1

Full Name

Relationship to Deceased

Share of Estate

Contact Email

Any charitable gifts?

Yes No

Leaving 10% or more to charity reduces IHT from 40% to 36% on the taxable estate.

Step 5 of 5

Review & Submit

One of our estate planners will review your submission and contact you within 1 business day to confirm the fixed fee and next steps.

From £195

Fixed Fee · No percentage of estate · Court fee (£300) separate · Free initial review

For simple estates, our fixed fee is £195. For more complex matters, we will confirm the fee before you commit to proceeding. There is no obligation at this stage.

I confirm the information provided is accurate to the best of my knowledge