The Inheritance Guide

We are here to help, call 0808 197 6333

A simple way to unlock probate

Probate Forms

Before a will can be settled and its property distributed, it is necessary to fill out some legal paperwork. This will begin the probate process, but it can be confusing to know which forms to select and how to accurately provide the requested information.

To simplify and streamline the probate process, The Inheritance Guide’s online system can assist you in understanding and completing the Probate Application and either the Return of Estate or Inheritance Tax Account forms. The site will walk you through each form step-by-step, allowing you to print the final document, sign it, and post it to the Probate Registry. The following is a list of the common probate forms our system will generate automatically for you:

PA1 – Probate Application Form

Grant of Probate is necessary to verify a deceased person’s will and for you to obtain the legal right to carry out the will. Filing for and receiving a Grant of Probate allows you to transfer property to the beneficiaries of the will.

A Grant of Probate is not required for estates valuing less than £5,000.

The probate form you’ll need to fill out is called PA1, or the Probate Application Form.

Probate Registry Form PA1A

PA1A explains how to complete the probate application form.

Probate Registry Form PA2

Pamphlet PA2 outlines the entire probate process for you if you do not plan to hire a solicitor.

Probate Registry Form PA3

A processing fee is associated with filing a probate application form. Refer to leaflet PA3 for more information.

You can obtain copies of the Probate Application Form and its related resources at your local Probate Registry office (see leaflet PA4), or you can use The Inheritance Guide’s website, fill in the basic questions, print the completed copy and post it to the Registry.

The Inheritance Guide’s system will complete probate form PA1 for you but further guidance notes for Probate Application Form PA1 can be found at http://hmctsformfinder.justice.gov.uk/courtfinder/forms/pa001a-eng.pdf

Probate Form IHT205 - Return of Estate Information

Before the Probate Application can be approved, all inheritance tax must be paid. However, there are some estates that owe no inheritance tax; these are known as "excepted estates."

If the estate is less than £325,000 in value, no inheritance tax will be applied. Similarly, no inheritance tax is due if the estate is less than £1,000,000 but passes directly to the deceased’s spouse, civil partner, or a charitable organization.

If the deceased’s assets qualify as an excepted estate, our system will complete probate form IHT205 for you. The accompanying guide IHT206 will help you understand and complete this form. Probate form IHT205 is valid in England and Wales.

You can obtain a copy of the IHT205 form at your local Probate Registry office, or you can use The Inheritance Guide’s website, fill in the basic questions, print the completed copy and post it to the Registry.

Probate Form IHT207 – Return of Estate Information

Probate form IHT207 should be used if the deceased’s estate is classed as an ‘excepted estate’ and the person died on or after 1st Sept 2006 with their permanent residence abroadand limited assets in England, Wales or Northern Ireland.

Probate Form IHT400 - Inheritance Tax Account

IHT400 is a detailed tax form that must be completed if the deceased’s assets do not qualify as an excepted estate.

Tax is not due on the first £325,000 of the estate, but any additional value above and beyond £325,000 is subject to inheritance tax. Probate Form IHT400 is valid throughout the UK and has replaced Probate Form IHT200.

There are numerous supplemental forms that accompany the IHT400 probate form. To help you make sense of it all, the HM Revenues and Customs website provides a thorough guide, rate tables, and help sheets. You can obtain a copy of Probate Form IHT400 at the HMRC website or at your local Probate Registry office.

Click here for the full list of Inheritance Tax forms

Probate Forms are also available in Braille or large print format. Contact HMRC Probate Forms enquiry line if these interest you.

The Inheritance Guide's free to use online system walks you through the probate process. Our website asks a series of questions in layman’s terms about the deceased and their estate, and then uses the information you provide to correctly populate the relevant probate forms. These PDF forms can then be printed, signed, and posted to the Probate Registry for you to obtain the Grant of Probate.

Please be patient this can take a few minutes, we are processing your information and populating the relevant forms.