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 for Executors Kit.
From what to do following a death, through to administering an estate to beneficiaries, this DIY Probate for Executors Kit takes you through the process.
It shows you how to apply for a grant of probate in England & Wales and how to apply for confirmation in Scotland.
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 (or ‘confirmation’ in Scotland) 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 for Executors Kit provides expert step-by-step guidance on how to apply for a grant of probate (or confirmation in Scotland) and what probate forms you need to do probate yourself.
Contents of this DIY Probate for Executors Kit
This DIY Probate for Executors 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 or confirmation
- Help with completing the probate forms and Scottish confirmation forms
- Paying inheritance tax and raising money to pay inheritance tax and the probate fee or confirmation dues
- 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 in England & Wales and Scotland
- An overview of the probate/confirmation process
This DIY Probate for Executors Kit provides online access to all the probate forms (for England & Wales) and confirmation forms (for Scotland) you need.
- Completed examples of probate forms and Scottish confirmation forms
- Template executor letters
- A probate action checklist
- Summary of estate assets and liabilities
About the author
This DIY Probate for Executors Kit has been approved by Kings Court Trust Corporation.
Kings Court Trust was founded in 2002 and specialises in probate and estate administration.
DIY Probate Kit
Guidance manual contents:
- Who can administer the estate?
- Where does the authority to act derive from?
- Considerations when death occurs
- Registering the death
- The death certificate
- If there is a Will
- Should professional advice be sought in administering the estate?
- Where there is a Will
- What if there is more than one executor named in the Will?
- Other personal representatives where there is a Will
- Where there is no Will
- What are the duties of a personal representative?
- Is a grant of representation or confirmation necessary?
- Probate registries
- Financial records
- Identifying beneficiaries
- Taking stock of the assets and liabilities of the deceased
- Inheritance tax forms - what form do I complete?
- Excepted/exempt estates
- Is inheritance tax payable?
- Applying for a grant
- Probate forms – England & Wales
- Probate forms – Scotland
- Probate forms – England,Wales and Scotland
- Summary of the forms required – England & Wales
- Assets and liabilities
- Valuing liabilities
- Asset checklist
- House or flat
- Bank account
- Stocks and shares
- Works of art
- Other possessions
- National Savings
- Premium Bonds
- Outstanding salary or pension payments
- Life insurance and pension policies
- Taxes and bills
- Social Security payments
- Foreign property
- Grant application - in England & Wales
- Application for confirmation in Scotland
- Inheritance tax
- Changes to the amount of inheritance tax
- Raising money to pay inheritance tax and the probate fee or confirmation dues
- Grant/confirmation is now received - administering the estate
- Distribution of gifts and legacies
- Taxation of the estate
- Succession on intestacy
- An overview of probate/confirmation
Probate forms available to download:
- PA1 Probate Application Form
- Form IHT205 Return of Estate Information
- Form IHT400 Full Inheritance Tax Return
- Forms PA1a, IHT400 Notes and IHT206 – guidance on completing PA1, IHT400 and IHT205, respectively
- Form C1 Confirmation
- Form C5 (SE) Information about Small Estates
- Form C5 Return of Estate Information
- Form C3 guidance on completing C1 and C5
Executor letters available to download:
- Executor's Letter to Company Registrar
- Executor's Letter to Deceased's Bank
- Executor's Letter to Deceased's Mortgage Lender
- Executor's Letter to Investment Company
- Executor's Letter to Life Insurance Company
- Executor's Letter to Pension Provider
Other probate documents to download:
- Assets and Liabilities Spreadsheet
- Probate Confirmation Checklist