Apply for probate yourself with confidence.
DIY-Probate-Toolkit helps you understand the probate process, organise estate information, prepare key documents and keep track of what needs doing.
Probate can feel overwhelming. We make it manageable.
- Step-by-step probate roadmap
- Executor checklists and templates
- Asset, liability and beneficiary records
- Estate accounts structure
- Plain-English guidance for England & Wales
Designed for people doing probate for the first time
You do not need to be a probate professional to stay organised. The toolkit gives you a practical structure to follow.
Understand the process
Know what happens from registering the death through to distributing the estate.
Collect the details
Record assets, liabilities, beneficiaries, documents and key decisions in one place.
Move forward
Use checklists, letters and templates to progress the estate administration properly.
Ideal for straightforward estates
DIY-Probate-Toolkit is aimed at executors handling suitable estates themselves. If the estate is complex, disputed, insolvent, includes overseas assets, trusts, business assets or significant tax issues, you should take professional advice.