PProbate Extractor
Demo environmentIllustrative data only — do not upload real probate documents.How data will be protected
ESTATE OF

Margaret Eleanor Ashford

Saved just now
GUIDED PROBATE

Complete probate with confidence.

We’ll show you what you need, what comes next, and what to review before submission.

Personal checklistCorrect sequenceSubmission review
62%ready
YOUR NEXT STEP

Review the estate values

Step 3 of 6

Two figures need your confirmation before the inheritance tax route and forms can be finalised.

£
2 values need reviewGross estate · Net estate
GUIDED WORKFLOW

Your probate journey

One step at a time
DOCUMENT READINESS

Your document checklist

5 of 7

Tick an item only when you have it and have checked it belongs to this estate.

LIKELY ROUTE FOR THIS DEMO CASE

What comes next

The exact route depends on the estate. This example assumes full inheritance tax details are required in England or Wales.

  1. 1
    Confirm values and schedulesCheck assets, debts, gifts and exemptions.
  2. 2
    Complete IHT400 and relevant schedulesOnly use supplementary schedules that apply.
  3. 3
    Send the account to HMRC and pay tax dueAn IHT reference may be needed before payment.
  4. 4
    Wait for HMRC’s unique probate codeUsually within 20 working days of the later of HMRC receiving the IHT400 or payment.
  5. 5
    Apply for probateUse the code and estate values for the HMCTS application.
Guidance only — confirm the route against current GOV.UK instructions before submission.
BEFORE SUBMISSION

Items to review carefully

Common review points
Gifts in the seven years before death

Confirm dates, recipients, values and available exemptions.

Review
Property valuation

Keep the basis and evidence for the open-market value used.

Evidence added
Unused spouse or civil-partner allowance

Check whether a transferable nil-rate band claim may apply.

Check route
Pensions and death benefits

Confirm what was payable, to whom, and whether it forms part of the estate.

Document needed
Debts and funeral expenses

Include only liabilities that are properly deductible.

Reviewed
RECENT DOCUMENTS

Source files

PDF
Last Will and Testament.pdf4 pages · Extracted
✓ Ready
PDF
Barclays statement — March.pdf4 pages · Extracted
✓ Ready
JPG
Death certificate.jpg1 page · Extracted
✓ Ready
ESTATE SNAPSHOT

At a glance

Gross estate£684,250
Liabilities− £86,410
Net estate£597,840
FOUNDING CUSTOMER BETA

Guided preparation for one estate.

Know what to collect, what comes next, and what to check before you prepare the forms.

£49per estate · one-time
  • Personal document checklist
  • Estate-specific route guidance
  • Common review points
  • Up to 20 source documents
  • Relevant form preparation
  • PDF and batch export
Founding price. No subscription. Government filing fees are separate. Not legal or tax advice.