Probate Forms

This form is used when you are applying for a grant of Letters Of Administration when the deceased has not left a will. This form will require you to complete some personal information about yourself, the deceased and the relatives of the person that has died in order to establish who may be entitled to deal with the administration of the estate and who will benefit from the estate.

If the deceased left a will then this is the form you would use to apply for the grant of probate. This form will require similar information to the PA1A form previously mentioned above.

You can use this form in order to start the process of challenging a will. There are several reasons why you might want to contest a will. These could be:

• Undue influence was used when completing the will;
• When creating the will your loved one didn’t have capacity to understand the impact of what they were doing;
• You believe that the will might have been revoked by your loved one; or
• The deceased will didn’t met the formal requirements so therefore isn’t valid.

If you are thinking of contesting a will, then obtaining legal advice will help you. We can help. 

Inheritance tax forms will need to be completed whether inheritance tax is payable or not. We at Seatons can help you with the process and complete all the necessary inheritance tax forms and ascertain whether there are any applicable exceptions for your loved one’s estate to make sure the right amount is paid.

Generally speaking, the Inheritance Tax forms are usually either an IHT 205 for small and simple estates where there is no Inheritance tax to pay or an IHT 400 if the estate is more complicated and there is Inheritance tax to pay.

For this form, you will be required to know information about the deceased, their estate and their assets and liabilities. This IHT 205 form will be used usually when there is no inheritance tax due. This form is generally used if the value of the estate is below £325,000, although there are exceptions and other circumstances when this form would be used.

This will need to be used when there is inheritance tax to pay. This form is particularly detailed requiring information about the deceased estate assets and liabilities.  It’s often helpful to obtain advice and help from a specialist solicitor when completing this form.

You will require an inheritance tax reference number before you can submit this IHT 400 form, which you can apply for online or by completing Schedule IHT422, ‘Application for an Inheritance Tax reference”.

We offer a free, no- obligation guide called “How to Administer a Loved One’s Estate“. It’s packed with useful information and hints and tips on what to do and explains what the appropriate probate forms are. So if you are not sure what to do at the moment and simply want some further information, then download our free information guide now!

We hope you find this information of use.

We are a firm who specialise in dealing with completing probate forms and in obtaining grants of probate and estate administration work.At Seatons, we offer a helpful and friendly service with low fees that provide exceptional value for money.