Probate (pack)

About this service

When applying for a grant of probate, the executor(s) named in a Will or the administrators must determine the value of the deceased's estate at the time of his/her death and, in this process, you can use these letters to obtain a final statement of account from the respective provider of a service as stated in the letter title provider. Please note that you can only use these documents in England & Wales and that you must also enclose a copy of the death certificate when using these letters.

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    • 1 Your document reviewed by our solicitors within 3 working days
    • 2 Access to our solicitors for advice over the phone
    • 3 Helpful explanations and guidance throughout
    • 4 Customer services advisors on hand to answer any service queries
    • 5 Secure online document storage, tracking and print facility
Prefer to call us for advice or prepare a document by phone? 0800 612 3556

Included in this service:

  • Beneficiary receipt
    Once probate has been granted, the executors or administrators of the estate can begin the process of distributing assets. This document can be used as part of this process by creating a receipt to be signed by the beneficiary of the gift, thereby providing you with evidence that you have fulfilled your obligations. This document will create up to six receipts - if there are more than six beneficiaries, you will need to use this document again until you have the required number. Please note that you can only use this document in relation to estates in England & Wales or Northern Ireland.
  • Probate Pack Instructions
    Instructions on how to use our probate pack, including all our letters and the PA 1 form.
  • PA 1 - Probate application form
    When a person dies leaving behind an estate, which can include a house or a flat, as well as money, shares and personal possessions, it is usually necessary to apply to the Probate Registry to obtain a 'Grant of Representation' (probate) before you can deal with the assets of the deceased's estate. This means that you cannot sell the deceased's house, sell any shares, or obtain money from bank accounts until probate has been granted. You can use this document, PA 1 - Probate application form, to make your application. Please note that you can only use this document in England & Wales.

    Important Notice
    In order to use this document you will need to have installed Adobe Acrobat Reader (version 4 or above). The Adobe software is free and may be downloaded by clicking here.
  • Probate letter to annuity provider
    When applying for a grant of probate, the executor(s) named in a Will or the administrators must determine the value of the deceased's estate at the time of his/her death and, in this process, you can use this letter to obtain a final statement of account from an annuity provider. It will also cancel any direct debits and close the account in the case of a credit card. Please note that you can only use this document in England & Wales or Northern Ireland and that you must also enclose a copy of the death certificate with this letter.
  • Probate letter to bank or building society
    When applying for a grant of probate, the executor(s) named in a Will or the administrators must determine the value of the deceased's estate at the time of his/her death and, in this process, you can use this letter to write to a bank or building society to obtain information about the deceased's accounts. It will also cancel any direct debits. Please note that you can only use this document in England & Wales or Northern Ireland and that you must also enclose a copy of the death certificate with this letter.
  • Probate letter to investment provider
    When applying for a grant of probate, the executor(s) named in a Will or the administrators must determine the value of the deceased's estate at the time of his/her death and, in this process, you can use this letter to obtain a final statement of investments. Please note that you can only use this document in England & Wales or Northern Ireland and that you must also enclose a copy of the death certificate with this letter.
  • Probate letter to life insurance company
    When applying for a grant of probate, the executor(s) named in a Will or the administrators must determine the value of the deceased's estate at the time of his/her death and, in this process, you can use this letter to determine the amount of any life insurance policy that the deceased had and also any other assets held within the company. It is appropriate for use for one or more policies held within the same life insurance company. You will need to enclose a copy of the death certificate with this letter. Please note that this document can only be used in England & Wales or Northern Ireland.
  • Probate letter to loan or credit card company
    When applying for a grant of probate, the executor(s) named in a Will or the administrators must determine the value of the deceased's estate at the time of his/her death and, in this process, you can use this letter to obtain a final statement of account from up to six of the deceased's loan or credit card companies. It will also cancel any direct debits and close the account in the case of a credit card. Please note that you can only use this document in England & Wales or Northern Ireland and that you must also enclose a copy of the death certificate with this letter.
  • Probate letter to mortgage company
    When applying for a grant of probate, the executor(s) named in a Will or the administrators must determine the value of the deceased's estate at the time of his/her death and, in this process, you can use this letter to request the information you will need from the deceased's mortgage company. This letter will also instruct the mortgage company to cancel any direct debits. You will need to enclose a copy of the death certificate. Please note that this document can only be used in England & Wales or Northern Ireland. It is only suitable for use if the deceased held the mortgage in his or her sole name.
  • Probate letter to pension provider
    When applying for a grant of probate, the executor(s) named in a Will or administrator(s) must determine the value of the deceased's estate at the time of his/her death and, as part of this process, this letter can be used to obtain details of one or more pensions held within the same pension company. Please note that you can only use this document in England & Wales or Northern Ireland and that you must also enclose a copy of the death certificate with this letter.
  • Probate letter to share registrar
    When applying for a grant of probate, the executor(s) named in a Will or the administrators must determine the value of the deceased's estate at the time of his/her death and, in this process, you can use this letter to obtain a final statement of share holdings. Please note that you can only use this document in England & Wales or Northern Ireland and that you must also enclose a copy of the death certificate with this letter.
  • Probate letter to utility company
    When applying for a grant of probate, the executor(s) named in a Will or the administrators must determine the value of the deceased's estate at the time of his/her death and, in this process, you can use this letter to obtain a final statement of account from the deceased's utility company or companies. It will also cancel any direct debits. Please note that you can only use this document in England & Wales or Northern Ireland and that you must also enclose a copy of the death certificate with this letter.

Useful information

What is Probate?

Probate is the legal process of administering a deceased person's 'estate' – the property, possessions, money, for example, that they leave behind.

Most documents take about 15 - 45 minutes

You can try the service out beforehand, and can save your progress at any time and come back to the document later.

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How MyLawyer works

  1. 1 Fill in a questionnaire online Answer the straightforward questions at your convenience
  2. 2 Submit to our solicitors Our solicitors will advise you and approve your document
  3. 3 Print and sign your document Once approved, simply print and sign your document

See how we helped Jasmin & Nicolas

"Now that we have made our Will we feel much more secure and reassured. And at the end of the day it was a very easy process for us."

Jasmin & Nicolas F, London