Having the right documents to hand before you start makes the probate process smoother. Here is exactly what you need at each stage.
Documents needed from the outset
- The original Will and any codicils (if there is a Will)
- Multiple certified copies of the death certificate (£11 each)
- The deceased’s National Insurance number
- The deceased’s last permanent address and date of birth
Documents for the IHT400
- Written confirmation from each bank and building society of the balance at the date of death
- Valuations from investment platforms and stockbrokers as at the date of death
- Estate agent’s valuation letter or RICS survey for any property
- Confirmation from pension providers of any death benefit forming part of the estate
- Policy schedule for life insurance not written in trust
- Details of all outstanding debts at death
- Records of any gifts made in the seven years before death
Documents for the probate application itself
- The original Will (where applicable)
- Official copy of the death certificate
- IHT421 reference number from HMRC
- The PA1P or PA1A form (completed by YouCanDoProbate)
- The £526 Probate Registry fee by cheque or postal order
YouCanDoProbate saves your progress automatically and shows you clearly which sections still need information. Work at your own pace as documents arrive.
