Complete checklist of documents needed for probate in the UK, from death certificates to asset valuations.
This guide is part of ProbateHelp's Probate Process guide cluster. Estimated reading time: 18 min.
Most executors need between 6 and 10 certified copies of the death certificate. Each financial institution (bank, pension provider, insurer) typically requires its own original certified copy. You cannot photocopy them. Order more than you think you need — it is cheaper to order extras at the time of registration than to order them later.
First, check with the deceased's solicitor, bank (some banks hold wills), and the National Will Register. You can also search the Probate Registry's will search service for a small fee. If the original will cannot be found but a copy exists, you may be able to apply for probate using the copy — but this requires a sworn affidavit explaining why the original is missing. Seek legal advice in this situation.
No — you can apply for probate yourself (known as a 'personal application'). HMCTS provides guidance and the online application service at gov.uk/applying-for-probate. However, if the estate is complex (multiple properties, foreign assets, business interests, disputed will, or large IHT liability), professional help from a solicitor or specialist probate service is strongly recommended.
PA1P is the probate application form used when there is a will (P stands for 'probate'). PA1A is used when there is no will and you are applying for letters of administration (A stands for 'administration'). Both are available online at gov.uk/applying-for-probate.
For IHT purposes, you need to provide a reasonable estimate of the value of household contents and personal possessions. For most estates, a room-by-room estimate is sufficient. For valuable items (antiques, jewellery, art), you should obtain a professional valuation. HMRC may query valuations that seem too low.
Yes — all debts must be documented as part of the estate valuation. This includes mortgages, credit cards, personal loans, utility bills, and any other outstanding liabilities. Debts are deducted from the gross estate value to arrive at the net estate for IHT purposes. Keep all statements and correspondence.
GOV.UK currently says you will usually get probate within 12 weeks of submitting your application. It can take longer if HMCTS asks for more information, the estate is complex, there is a dispute, or IHT clearance is needed.
Yes — the original will must be submitted with your probate application. It will not be returned. If you need a copy for your records, make one before submitting. Once probate is granted, the will becomes a public document and anyone can request a copy from the Probate Registry.