Probate Route Tool
Determine whether probate is needed, assess inheritance tax liability against the £325,000 nil-rate band (£500,000 with the residence nil-rate band), and understand executor or administrator duties.
Reference tool — for general information only
This tool gives you a quick reference based on the information you provide. It is not a substitute for legal advice. Limitation periods, eligibility rules, and procedural deadlines are strictly enforced — confirm any decision with a regulated adviser or the official source before acting.
Privacy: runs entirely in your browser. Nothing you enter is sent to us or saved.
When to use this tool
Use after a person has died to understand whether you need to apply for a Grant of Probate (if there is a will) or Letters of Administration (if there is no will). Most financial institutions require a grant before releasing assets above a threshold — typically £5,000–£50,000 depending on the institution.
Probate Route Tool — England & Wales
Include all assets: property, savings, investments, life policies (if not in trust). Deduct outstanding mortgages and debts.
Next steps
Read the full guide
- Making a Valid WillMaking a legally valid will in England and Wales: the section 9 Wills Act formalities, witnesses, executors, updating, revoking and safe storage.
- Applying for ProbateHow to apply for a grant of probate or letters of administration in England and Wales — forms PA1P/PA1A, the £526 fee, Inheritance Tax steps and timescales.
- Inheritance Tax: Thresholds, Rates and the 7-Year RuleInheritance Tax essentials: the £325,000 nil rate band, £175,000 residence band, spouse exemption, the 7-year gift rule and taper, rates and reporting forms.