Probate

This professionally-drafted DIY Probate Kit provides comprehensive guidance on executors’ duties, how to apply for a grant of probate and how to carry out the wishes in a Will.

Have you been asked to be an executor in someone’s Will? Do you know what probate is and what being an executor involves?

Dealing with bereavement is never easy. As well as coping with the emotional distress of losing a loved one, there is a complex process to go through, involving registration of the death, funeral arrangements, burial procedures, paying taxes, and dealing with financial affairs and probate administration.

For some people, being an executor can be a daunting task. But it doesn't have to be. Help is at hand with Lawpack’s DIY Probate Kit.

From what to do following a death, through to administering an estate to beneficiaries, this DIY Probate Kit takes you through the process.

It shows you how to apply for a grant of probate in England & Wales.

Obtaining a grant of probate

After someone dies, with or without leaving a Will, their money, property and belongings need to be dealt with and administered to beneficiaries.

A grant of probate is the means by which executors or administrators gain access to the assets of an estate in order to carry out the wishes of the deceased.

This DIY Probate Kit provides expert step-by-step guidance on how to apply for a grant of probate and what probate forms you need to do probate yourself.

Contents of this DIY Probate for Executors Kit

This DIY Probate Kit includes a guidance manual packed with advice and information on:

• Preparing for your role as an executor
• Registering the death, sending out the death certificate and following the Will's instructions
• Applying for a grant of probate
• Help with completing the probate forms
• Paying Inheritance Tax and raising money to pay Inheritance Tax and the probate fee
• Identifying beneficiaries
• Valuing debts, including utility bills, loans, overdrafts and outstanding taxes
• Dealing with assets, including the deceased's property, stocks and shares, salary, pension and businesses
• Distributing gifts and legacies
• Transferring assets
• Intestacy rules
• An overview of the probate process

Probate forms

This DIY Probate Kit provides online access to all the probate forms you need and a selection of completed examples.

Plus:

• Template executor letters
• A probate action checklist
• Summary of estate assets and liabilities

 

Other information

• What is probate?
• Do I need a grant of probate?
• Applying for probate in England & Wales