Before Starting #
We recommend that you try and gather as much information as possible about the person who has died. This will make using and completing YouCanDoProbate much easier and quicker.
This would include:
- Personal Details of the person who has died – this should include their Date of Birth, National Insurance Number.
- Occupation of the deceased.
- The Death Certificate.
- The original Will and any codicils
- The Tell Us Once Service reference number, if applicable.
- If you have not used the Tell us Once Service you will also need driving licence number, Passport and details of any benefits or entitlements that the deceased was claiming).
- Personal details of the Executors
- Personal Details of the Beneficiaries.
- A list and details, of all the deceased’s Assets & Liabilities, including any that are jointly owed.
It doesn’t matter if you cannot gather all parts of the information straight away. You can get started, and work through the walkthrough to complete what bits of information you have, and return to complete the missing information as and when you receive it. This allows you to complete probate at your own pace and when it suits you.
Don’t worry – you won’t miss anything. YouCanDoProbate will flag any vital information that is missing and will not allow you to assign a section as complete, or let you generate the application forms, without all of the necessary information being completed.
YouCanDoProbate User Guide #
Take the time to read through the first sections of the Probate Walkthrough User Guide before starting. This will give you an idea of how the application works and familiarise yourself with the useful facilities. The Probate Walkthrough User Guide has step-by-step instructions for each section of the walkthrough and will support you though using the application. This is complimented with a large amount of useful probate related support and guidance articles.
YouCanDoProbate Support #
Use the support and guidance articles to help you complete your Probate application. All of the articles are categorised to the sections from the Probate Walkthrough. If you cannot find the answer(s) you are looking for, additional and some more in-depth guidance is available from the Useful Resources. If you still cannot find the answer you are looking for you can contact our support team. You can request a call with one of our agents who will be able to guide you to the right place from our articles or Useful Resources, or offer you remote support to provide a demonstration. Alternatively you can submit a ticket with your question(s), and our team will respond to you as soon as possible. We strive to respond to tickets within a few hours during office hours, however this may extend to a maximum 24-48 hour period.
- Click on ‘Support’ from the Flyout Menu to access the Support Website. If the menu is collapsed you can also click on the ‘Support Icon’.
- Click on the ‘Book’ icon to visit the Probate Walkthrough User Guide.
Please Note: YouCanDoProbate is an online platform providing legal forms and information. YouCanDoProbate is not a law firm or a substitute for a lawyer’s advice about complex estate planning issues. We cannot give you advice, or make decisions for you, by phone, email or in person, about legal, probate, estate or inheritance Tax issues.