New Resource To Help Complete Probate Applications

The Law Society has worked with HM Courts and Tribunal Service (HMCTS), the Society of Trust and Estate Practitioners (STEP), Solicitors for the Elderly (SFE) and the Institute of Chartered Accountants in England and Wales to produce a new document which will support legal professionals using the probate service.

Ian Bond, chair of the Wills and Equity Committee says:

“We welcome the publication of this document on using the new application forms and the online portal for legal professionals applying for grants of representation. We have worked with HMCTS and other professional organisations to make sure that users of the new forms and the online portal have the necessary information to enable the completion and submission of successful applications whichever method they choose to submit their applications.

“We note that this is a working document and would continue to ask practitioners to provide us with feedback and questions so that we can address these with HMCTS and update the document accordingly. Feedback can be sent to [email protected].”

The new resource covers frequently asked questions relating to:

  • Online application queries
  • Paper application queries
  • General queries
  • IHT queries
  • The process explained
  • Signature guidance

You can download the document here.

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