You do not need everything before you start. YouCanDoProbate saves your progress automatically and there is no time limit. Start with what you have and complete sections as information arrives.
About the person who died
- Full legal name, date of birth, and date and place of death
- Last permanent address and postcode
- Domicile (in most cases, England or Wales)
- National Insurance number
Estate assets
- Bank accounts: institution name, account number, and balance at the date of death (written confirmation from each bank)
- ISAs and savings: closing balance at the date of death
- Investments: date-of-death valuation from each platform or registrar
- Property: open market value at the date of death (estate agent’s letter or RICS report)
- Life insurance not written in trust: sum assured
- Pension funds: confirmation of any death benefit forming part of the estate
- Personal possessions: a reasonable valuation of vehicles, jewellery, antiques, and other items of value
Gifts and liabilities
- Details of any gifts made in the seven years before death: what was given, to whom, when, and the value
- Outstanding mortgage balance at the date of death
- Credit card and loan balances, utility bills, and other outstanding debts
- Funeral costs
The platform guides you through each section in a logical order. If you get stuck, our team is available by phone, email, live chat, and support ticket throughout.
