How it works
A practical route through probate, broken into manageable stages.
1. Set up the estate file
Create a structured record of the deceased, executors, beneficiaries and important documents.
2. Gather asset and liability information
Use guided checklists to identify banks, property, pensions, debts, utilities and other estate items.
3. Prepare probate information
Follow plain-English guidance on the information commonly needed for inheritance tax and probate applications.
4. Administer and close the estate
Track payments, beneficiary distributions and estate accounts so you can keep clear records.