Stephensons are delighted to be able to offer you a quick, easy and affordable way to draft a number of Probate documents. With our online facility you can rest assured that you will have a completely legally binding and professional documents.
You can get started below just select the document best suited to your needs, alternatively please feel free to call us on 0844 488 9090 to discuss the other options available to you, including coming in to the office to see us or if necessary.
To view the full range of documents available click here: Online Wills & Probate
Probate | Cost |
| Beneficiary receipt | £5 |
| 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. | |
| PA 1 - Probate application form | £50 |
You will need to complete the appropriate Inheritance Tax account/return before completing this form, as certain of the figures will need to be copied from the tax account/return to this 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' before you can deal with the assets of the deceased's estate. This means that you cannot, for example, sell the deceased's house, sell any shares, or obtain money from bank accounts until a grant has been issued. You can use this document, PA 1 - Probate application form, to make your application. Please note that you can only use this document to make an application for a grant in England & Wales. | |
| Probate letter to bank or building society | £5 |
| 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 life insurance company | £5 |
| 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 | £5 |
| 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 | £5 |
| 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 | £5 |
| 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 utility company | £5 |
| 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. | |
| Renunciation of administration | £50 |
| When someone dies without a Will, his/her estate needs to be administered (that is the process of paying any debts, collecting assets and distributing them to those who are legally entitled). To administer the estate, those who are entitled must apply for 'letters of administration'. If you are entitled to make such an application, but you do not wish to be involved in the administration of the estate, you can use this document to renounce this right. Note that by renouncing your right to a grant, you will NOT affect any entitlement you may have to benefit from the estate; you are merely declining to become involved in the administration. Please note that this document can only be used in England & Wales or Northern Ireland. | |
| Renunciation of probate | £50 |
| If you have been appointed an executor in a Will, and you do not want to act in this role, you can use this document to refuse your appointment. People often find, particularly after the death of a friend or relative, that they have been appointed an executor of his or her Will. They may have been unaware of the appointment and may not wish to take on the responsibility. However, even if they were asked in advance whether they were prepared to act as an executor and agreed to do so, they have an opportunity to change their minds. |
