Getting Started

• Read Me Before Starting
• Useful Resources

User Guide

• Your Account
• File Upload, Notes & Reminders
• Probate Walkthrough User Guide

Details of the Deceased

• Details of the Deceased
• Marital Status – What you need to know

Registering the Death

• Registering the Death
• The ‘Tell Us Once’ Service

The Will

• Rules of Intestacy
• How to find a Will
• What if I can only find a copy of the Will?
• A guide to the Will
• What if an Executor cannot or does not wish to act
• What if there are no Executors able to apply?
• Who can apply for Probate if there is No Will?
• Legally adopted relatives of the deceased
• What happens if one of the Beneficiary listed on the Will has died?
• Assets passing to a Charitable Beneficiary

Notices of Death

• How to place a Notice of Death in The Gazette

Assets & Liabilities

• Types of Ownership
• Assets & Liabilities
• Settled Land
• Notifying Service Providers about the death
• Valuing assets

Expenses

• Expenses

Gifts Made by Deceased

• What are gifts made in the 7 years prior to death

Estate Summary

• What if the estate does not qualify?
• Exemptions explained
• Transfer of Unused Nil Rate Band

Probate Summary

• What to do when you receive the Grant of Probate
• What to do if you discover an error after you have submitted the application forms
• What to do if the value of the estate changes and you need to claim a transfer of unused nil rate band after you have received the Grant of Probate