Apply for probate with MyHMCTS

Question 1

1.  Before you start

Accepted Answer

This guide is for probate practitioners using MyHMCTS.

Before you can use MyHMCTS, you and your organisation must have completed other steps:

1. Set up HMCTS Payment by Account (PBA).

2. Registered your organisation with MyHMCTS.

3. Set up your MyHMCTS user account.

For further information and instructions, read the MyHMCTS registration guidance. If your organisation has an account already, contact the administrator to arrange for your account creation.

Once you have a MyHMCTS account, you can sign in using your email address and password.

Visit MyHMCTS: how to complete case administration tasks for guidance on case administration tasks, such as:

sharing a case
assigning a case
filing a notice of change or acting

If Inheritance Tax needs to be paid

If Inheritance Tax needs to be paid:

send the IHT400 form to HMRC
wait 20 working days for HMRC to send you a letter with a code

When you apply, you will be asked to enter the code. You cannot complete and submit your application until you have received a letter with a code from HMRC.

If you have not received a letter after 20 working days, you must contact HMRC.

Inheritance Tax helpline
Telephone: 0300 123 1072
Monday to Friday, 9am to 5pm
Closed on bank holidays

Question 2

2.  Create a case

Accepted Answer

Case type and eligibility

1. Once you have signed in, you will see your case list 바카라 사이트� this will be empty the first time you sign in.

2. Start your application by selecting 바카라 사이트楥reate case바카라 사이트�.

3. Use the drop-down boxes to select the jurisdiction, case type and event. Once all are selected, press 바카라 사이트楽tart바카라 사이트�.

4. Before continuing, you will see a screen that explains that grant of probate applications must be made online unless certain exemptions apply. It also explains that intestacy and admon will applications can be made online under certain conditions. A link is provided to the paper application guidance, which explains the exemptions and conditions.

The screen also includes information about Inheritance Tax and when and where Inheritance Tax forms should be sent.

Check that your application is not exempt and meets the conditions, then select 바카라 사이트楽ave and continue바카라 사이트�.

Your organisation바카라 사이트檚 details

1. You will be asked to fill out your and your organisation바카라 사이트檚 details. If you answer 바카라 사이트楴o바카라 사이트� to the question 바카라 사이트楢re you the probate practitioner who will sign the statement of truth?바카라 사이트�, you will be asked for your name.

Depending on your answers to the questions about the probate practitioner being named as or acting as an executor, you will see hint text:

Named as executor: 바카라 사이트榊ou should only answer yes if the probate practitioner named above is appointed in the will specifically by their name바카라 사이트橽u003c/li>
Acting as executor: 바카라 사이트榊ou should only answer yes if the probate practitioner named above is acting as executor as a partner/member/shareholder/director in an appointed firm or applying as a nominee of a trust corporation바카라 사이트橽u003c/li>

The address that you provide will appear on the grant as 바카라 사이트榚xtracted by바카라 사이트�.

2. You will be asked to check your answers. You will be able to change these details later in the Complete your application section. When you are satisfied that they are correct, select 바카라 사이트楽ave and continue바카라 사이트�.

3. You will now see the 바카라 사이트楥ase Progress바카라 사이트� showing that you have completed your details. The case has been created but not yet submitted. Select 바카라 사이트楪o바카라 사이트� or 바카라 사이트楢dd deceased details바카라 사이트� to continue.

Deceased details

1. The next set of screens ask for the deceased details. Complete the details on the first screen and select 바카라 사이트楥ontinue바카라 사이트�.

2. On the next screen, what you see will depend on when the deceased died:

a. before 1 January 2022
b. on or after 1 January 2022

a. If the deceased died before 1 January 2022, you will be asked to select which Inheritance Tax form was completed. Select the appropriate option, complete the rest of the information on the screen and select 바카라 사이트楥ontinue바카라 사이트�.

b. If the deceased died on or after 1 January 2022, you will be asked whether you had to complete Inheritance Tax forms. Select 바카라 사이트榊es바카라 사이트� or 바카라 사이트楴o바카라 사이트�.

If you select 바카라 사이트榊es바카라 사이트�, you will be asked to choose which forms. Select 바카라 사이트楥ontinue바카라 사이트�.

If you select 바카라 사이트楴o바카라 사이트�, you will be asked to give the gross and net values of the estate for Inheritance Tax. Enter the values, then select 바카라 사이트楥ontinue바카라 사이트�.

A declaration will appear on your legal statement stating that the estate is an 바카라 사이트榚xcepted estate바카라 사이트�.

If you completed an IHT400 form and applied after 17 January 2024, you will be asked if you have received a letter from HMRC with a unique probate code.

If you have received a letter, select 바카라 사이트榊es바카라 사이트� and enter the code. Then select 바카라 사이트楥ontinue바카라 사이트�.

If you have not received a letter, you must wait 20 working days from when you sent the IHT400 to HMRC. You cannot apply for probate until you have the code.

If you have not received a letter after 20 working days, you must contact HMRC.

3. You will then be asked to give the net and gross values of the estate for probate. Enter the values, then select 바카라 사이트楥ontinue바카라 사이트�.

4. You will then be asked to choose the application type:

grant of probate 바카라 사이트� where the deceased left a will
letters of administration with will annexed (admon will) 바카라 사이트� where the deceased left a will but none of the executors can apply
letters of administration (intestate) 바카라 사이트� where the deceased left no will

If you are making a grant of probate application, you will be asked 3 questions about the will before continuing.

5. You will be asked to check your answers. You can change these details later. When you are satisfied that they are correct, select 바카라 사이트楽ave and continue바카라 사이트�.

5. You will now see the 바카라 사이트楥ase Progress바카라 사이트� showing that 바카라 사이트楢dd deceased details바카라 사이트� has been completed. The case has been created but not yet submitted. Select 바카라 사이트楪o바카라 사이트� or 바카라 사이트楢dd application details바카라 사이트� to continue.

You will now see questions related to the type of application you have selected. Please move to section 3, 4 or 5 of this guidance depending on your application type.

Question 3

3.  Apply with a will (grant of probate)

Accepted Answer

1. You will be asked if you have access to the original will. If you don바카라 사이트檛, you can still apply with a court sealed or notarial copy.

If you don바카라 사이트檛 have access to the original will, a court sealed copy or notarial copy, you must apply by paper. You will need to provide an affidavit, or statement of truth, and exhibits providing the grounds for an order to prove a copy, draft or reconstructed will (under rule 54 of the non-contentious probate rules (R54NCPR)). You will be asked when the will was signed and dated, and whether any codicils were added. If there were codicils you will be asked for the date each was added.

2. You will be asked whether a 바카라 사이트榙ispense with notice바카라 사이트� is required for any of the executors. If you select yes, you will be asked further questions on this on the next screen.

You will be asked to choose the title and clearing type for your application. You will then be asked a range of tailored questions specific to the title and clearing type you바카라 사이트檝e chosen.

You must select 바카라 사이트楴one of these바카라 사이트� if you바카라 사이트檙e not applying:

as a partner, member, shareholder or director in an appointed firm, or
as part of a trust corporation

You cannot apply if you select 바카라 사이트楴one of these바카라 사이트� and selected 바카라 사이트榶es바카라 사이트� then 바카라 사이트榥o바카라 사이트� to the questions in section described in the Your organisation바카라 사이트檚 details section about the probate practitioner being named in will and acting as an executor.

3. If you answered yes to the 바카라 사이트榙ispense with notice바카라 사이트� question on the previous screen, you바카라 사이트檒l then be asked whether leave has already been given to dispense with notice. If it has, you바카라 사이트檒l need to give the date it was given and add the executors to whom power is to be reserved. If leave to dispense with notice hasn바카라 사이트檛 been given, you바카라 사이트檒l need to say why it should be dispensed with. You will also need to declare the supporting documents you will send as part of your application and the executors to whom power is to be reserved.

4. You will then need to provide the details of any other executors not already accounted for and if they are applying. The questions you바카라 사이트檙e asked will depend on the options you select. When complete, select 바카라 사이트楥ontinue바카라 사이트�.

5. Provide any further information that needs to appear on your legal statement. When complete, select 바카라 사이트楥ontinue바카라 사이트�.

6. Provide notes on other information that does not need to be in the legal statement.

7. You will be asked to check your answers. You can change these details later. When you are satisfied that they are correct, select 바카라 사이트楽ave and continue바카라 사이트�.

8. You will now see the 바카라 사이트楥ase Progress바카라 사이트� showing that the application has been added. Select 바카라 사이트楪o바카라 사이트� or 바카라 사이트楻eview and sign legal statement and submit application바카라 사이트� to continue.

You can now move to section 6. Complete your application.

Question 4

4.  Apply with letters of administration &#48148;&#52852;&#46972; &#49324;&#51060;&#53944;� without a will

Accepted Answer

1. You will be asked for information about the applicant 바카라 사이트� the 바카라 사이트榠ntestacy바카라 사이트� details.

If the applicant is a child or adopted child and has siblings, you are unable to apply through MyHMCTS and should use the PA1A form.

2. The questions you are asked on the next screen will depend on the options you select. You will only be asked if the adoption took place in England and Wales if the applicant is the adopted child of the deceased. If the applicant is either the child or the adopted child you will also be asked if the deceased had any other issue.

Finally on this screen, if you selected 바카라 사이트楴o바카라 사이트� to the question about the deceased바카라 사이트檚 domicile in section 2.3.1, then you will be asked if the whole of the estate in England and Wales consists of immovable property.

3. You will then need to provide any further information that needs to appear on your legal statement. You must account for any executors who are not applying and explain why they are not applying.

When complete, select 바카라 사이트楥ontinue바카라 사이트�.

4. Provide notes on other information that does not need to be in the legal statement. Then select 바카라 사이트楥ontinue바카라 사이트�.

5. You will be asked to check your answers. You can change these details later. When you are satisfied that they are correct, select 바카라 사이트楽ave and continue바카라 사이트�.

6. You will now see the 바카라 사이트楥ase Progress바카라 사이트� showing that the application has been added. Select 바카라 사이트楪o바카라 사이트� or 바카라 사이트楻eview and sign legal statement and submit application바카라 사이트� to continue.

You can now move to section 6. Complete your application.

Question 5

5.  Apply with letters of administration &#48148;&#52852;&#46972; &#49324;&#51060;&#53944;� with an annexed will

Accepted Answer

1. You will be asked if you have access to the original will. If you don바카라 사이트檛, you can still apply with a court sealed or notarial copy.

If you don바카라 사이트檛 have access to the original will, a court sealed copy or notarial copy, you must apply by paper. You will need to provide an affidavit, or statement of truth, and exhibits providing the grounds for an order to prove a copy, draft or reconstructed will (under rule 54 of the non-contentious probate rules (R54NCPR)). You will be asked when the will was signed and dated, and whether any codicils were added. If there were codicils you will be asked for the date each was added.

2. You will be asked for information about the applicant 바카라 사이트� the 바카라 사이트榓dmon will바카라 사이트� details. Firstly you will be asked for their name and address.

The questions you바카라 사이트檙e asked on the next screen will depend on the answer you gave in the deceased details section about whether the deceased was domiciled in England or Wales at the time of their death. If you answered 바카라 사이트楴o바카라 사이트� to that earlier question you will see an additional question asking if the whole of the estate in England and Wales consists of an immovable property. If you answered 바카라 사이트榊es바카라 사이트� to the earlier question, you will not see the additional question here.

Complete as appropriate and then select 바카라 사이트楥ontinue바카라 사이트�.

3. You will then need to provide any further information that needs to appear on your legal statement. You must account for any executors who are not applying and explain why they are not applying.

When complete, select 바카라 사이트楥ontinue바카라 사이트�.

4. Provide notes on other information that does not need to be in the legal statement. Then select 바카라 사이트楥ontinue바카라 사이트�.

5. You will be asked to check your answers. You can change these details later. When you are satisfied that they are correct, select 바카라 사이트楽ave and continue바카라 사이트�.

6. You will now see the 바카라 사이트楥ase Progress바카라 사이트� showing that the application has been added. Select 바카라 사이트楪o바카라 사이트� or 바카라 사이트楻eview and sign legal statement and submit application바카라 사이트� to continue.

You can now move to section 6. Complete your application.

Question 6

6.  Complete your application

Accepted Answer

Legal statement

1. Before completing your application review the legal statement and decide if you need change it. The information in the statement is based on your answers.

If you are satisfied, send this legal statement to the applicants. Either email the statement to them to add their typed signature or print for them to sign in pen.

If the applicants agree and authorise you to do so, you can sign on their behalf. If it is you who signs the legal statement, you must also sign the statement of truth. Only sign next to your name. Typed and handwritten signatures are acceptable.

If the applicants choose to sign the legal statement themselves, you are not required to sign it too 바카라 사이트� unless you are also an applicant to be named on the grant.

If you sign the legal statement alone, we will assume you are authorised to sign on behalf of all applicants. If any applicants have not authorised you to sign on their behalf, they should sign the legal statement too.

2. Select 바카라 사이트楴o바카라 사이트� to changes and 바카라 사이트楥ontinue바카라 사이트�. Go to Conformation and statement of truth.

3. If you need to make a change, select 바카라 사이트榊es바카라 사이트� and 바카라 사이트楥ontinue바카라 사이트�. Go to Change deceased or probate details.

Change deceased or probate details

1. You will be asked to select what details you wish to change:

probate practitioner details
deceased details
바카라 사이트榩robate바카라 사이트� or 바카라 사이트榠ntestacy바카라 사이트� or 바카라 사이트榓dmon will바카라 사이트� details

Select 바카라 사이트楴o바카라 사이트� to changes and 바카라 사이트楥ontinue바카라 사이트�. Go to Conformation and statement of truth. If you need to make a change, select 바카라 사이트榊es바카라 사이트� and 바카라 사이트楥ontinue바카라 사이트�. Go to Change deceased or probate details.

2. Then select 바카라 사이트楽ave or Submit application바카라 사이트�. The case will not be submitted.

3. You will be taken back to 바카라 사이트楥ase progress바카라 사이트�. Select 바카라 사이트楪o바카라 사이트� and repeat the appropriate steps to change the information you need to. As you complete each section, they will show as complete.

4. When you return to the legal statement, select 바카라 사이트楴o바카라 사이트� and 바카라 사이트楥ontinue바카라 사이트�.

Confirmation and statement of truth

1. Assuming the applicants have agreed to and signed the legal statement (or you have signed on their behalf), you can upload your legal statement. If you upload your legal statement, you do not need to then send a separate legal statement to HMCTS. If you do not upload your legal statement, you바카라 사이트檒l need to send a signed version of this to HMCTS.

2. You will be asked to confirm that the applicants have agreed with the legal statement and you will sign a statement of truth. If necessary, you will be able to amend the legal statement and re-upload if you choose, as long as you don바카라 사이트檛 submit your application.

When ready, agreed to the statement of truth and select 바카라 사이트楥ontinue바카라 사이트�.

Submit and pay for the application

1. The application fee is 拢300 if the value of the estate is over 拢5,000. There바카라 사이트檚 no fee if the estate is 拢5,000 or less. This includes cases with a settled land limitation.

For a second grant in an estate where a previous grant has been issued the fee is 拢20, even if the estate is 拢5,000 or less.

Your client may be eligible for help with fees. All probate fees are eligible apart from probate searches or ordering copies of a grant of representation.

You will automatically receive one free copy of the grant. If you want extra copies tell us how many extra copies you need. Each extra copy costs 拢1.50. Select 바카라 사이트楥ontinue바카라 사이트�.

2. Enter a payment reference number and select 바카라 사이트楽ubmit바카라 사이트�.

3. By selecting 바카라 사이트橲ave or Submit application바카라 사이트� you will submit your application.

4. Once you have submitted your application, you will see a summary followed by information about what you need to do next. This includes payment information, what documents you need to send us and where to send them.

You can download a coversheet from the 바카라 사이트楥oversheet바카라 사이트� tab on your case dashboard 바카라 사이트� this has your case number, the list of documents and where you need to send them. You will always have access to this.

5. Select 바카라 사이트楥lose and Return to case details바카라 사이트�.

6. You바카라 사이트檒l return to the case details screen. Select 바카라 사이트楳ake payment바카라 사이트�.

7. You will be taken to the service request tab where a service request will have been created. Select 바카라 사이트楶ay now바카라 사이트�.

8. Select whether to pay using payment by account (PBA) or by credit or debit card. Then select 바카라 사이트楥ontinue바카라 사이트�.

9. If paying using PBA, select your PBA number and add a payment reference. Then select 바카라 사이트楥onfirm payment바카라 사이트�. Go to step 11.

10. If paying by credit or debit card, enter the card details. Then select 바카라 사이트楥ontinue바카라 사이트�.

11. You will see a message to say that your payment was successful.

12. Select 바카라 사이트榁iew service requests바카라 사이트� to go back to the service request tab. You will see the status has changed to 바카라 사이트楶aid바카라 사이트�.

13. You can now send us the requested documents. If you need a reminder of what to send, select the link under 바카라 사이트楽end documents바카라 사이트�.

14. You can also access your coversheet in the 바카라 사이트楥oversheet바카라 사이트� tab which has a list of the documents you need to send, where to send them and your case number. You will always be able to access this.

15. When your documents have been received and checked, the case progress will update to show 바카라 사이트楥ompleted바카라 사이트� for both 바카라 사이트楽end documents바카라 사이트� and 바카라 사이트楢uthenticate documents바카라 사이트�. Your application will now be looked at by a case worker.

16. Once all checks have been completed and the grant is issued, 바카라 사이트楪rant of representation바카라 사이트� will show as completed. We will send copies of the grant in the post within 48 hours.

If you have ordered sealed and certified copies of grants for use outside of the UK, you will receive these separately to the normal grants and they will take longer to arrive.

Question 7

7.  Find and track the progress of your case

Accepted Answer

1. To find and track the progress of your application search for it on the 바카라 사이트楥ase list바카라 사이트� page.

You can either use the basic filters and select 바카라 사이트楢pply바카라 사이트� or select 바카라 사이트楩ind case바카라 사이트� for a more advanced search.

2. Using 바카라 사이트楩ind case바카라 사이트� allows you to search using different criteria including the case 바카라 사이트榮tate바카라 사이트�. Make sure you select 바카라 사이트楢ny바카라 사이트� state to see all viewable cases.

The case will open on the 바카라 사이트楥ase Progress바카라 사이트� page. You can also view the 바카라 사이트楨vent history바카라 사이트� to see details on when the steps were completed and the name of the case worker allocated to the case.

You will not be able to email or call the case worker direct but it may be useful to mention their name if you contact us.

You will also see your case status. Your case will not appear once it has been selected for examining. This does not mean your case is not active.

The definitions of these statuses are:

Application created 바카라 사이트� Application is started by the legal professional but not yet submitted.
Application updated 바카라 사이트� Application is updated by the legal professional but not yet submitted.
Grant of probate created 바카라 사이트� Grant of probate is selected by the legal professional but the application is not yet submitted.
Intestacy grant created 바카라 사이트� Letters of administration is selected by the legal professional but the application is not yet submitted.
Admon will grant created 바카라 사이트� Letters of administration with will annexed is selected by the legal professional but the application is not yet submitted.
Case created 바카라 사이트� Application has been submitted by the legal professional and can be viewed by case workers.
Awaiting documentation 바카라 사이트� Case worker is waiting to receive mailed documentation.
Case stopped 바카라 사이트� Case worker has found an error with the application and will contact applicant.
Caveat permanent 바카라 사이트� Registrar or district judge has confirmed a stop to the application as applied through a caveat.
Ready to issue 바카라 사이트� Case worker satisfied that all information is provided and correct.
Case selected for QA 바카라 사이트� Case has been selected for quality assurance.
Case matching (issue grant) 바카라 사이트� Case worker checking if application details match any other cases in the system.
SME referral 바카라 사이트� Case has been referred to an experienced member of the team for further guidance.
Grant issued 바카라 사이트� Application passed all checks, grant issued and to be dispatched within 48 hours.
Case closed 바카라 사이트� Application has been withdrawn and closed on system.
Case imported 바카라 사이트� Case was submitted before March 2019.
Post grant issued 바카라 사이트� A post grant issue has been identified, and case worker will review accordingly.
Examining (reissue) 바카라 사이트� Case worker looking at the application, which has been returned due to an error.
Case matching (reissue grant) 바카라 사이트� Case worker checking if application details match any other cases in the system.
Case stopped (reissue) 바카라 사이트� Case worker has found an error with the application and will contact applicant.
Awaiting redeclaration 바카라 사이트� Case worker waiting for a response to a stop letter.
Redeclaration notifications sent 바카라 사이트� Email sent to applicant to confirm new statement of truth will be sent.
SOT generated 바카라 사이트� New statement of truth is created and sent to applicant.

Paper cases

To track the progress of paper cases, you must submit a notice of change to add them to your dashboard.

Question 8

8.  Delete unsubmitted applications

Accepted Answer

You can delete all application types 바카라 사이트� grant of probate, letters of administration, letters of administration with will annexed or a caveat application.

As long as the case is unsubmitted, you can delete it at any event stage. This includes where the case has been stopped because the application cannot be made online.

1. When in any tab of the case dashboard, select 바카라 사이트楧elete바카라 사이트� from the 바카라 사이트楴ext step바카라 사이트� dropdown box and then 바카라 사이트楪o바카라 사이트�.

2. You will then be asked to confirm that you바카라 사이트檙e sure you wish to delete the case. Deleting a case will mean you are unable to access this again. Select 바카라 사이트楥ontinue바카라 사이트� to confirm. Then select 바카라 사이트楽ubmit바카라 사이트�.

3. You will then be taken back to your case list.

Question 9

9.  Get help with MyHMCTS

Accepted Answer

Managing cases and case access in MyHMCTS

If you need support with a particular case or with managing a case in MyHMCTS, contact HMCTS Probate on contactprobate@justice.gov.uk.

Find guidance for case administration tasks in MyHMCTS

Accessing your MyHMCTS account

If you are having trouble accessing MyHMCTS, make sure you are using the correct link. To manage a case, you must use https://manage-case.platform.hmcts.net.

You should also make sure you:

check your internet browser is up to date 바카라 사이트� we recommend you use Google Chrome or Microsoft Edge (you cannot use Internet Explorer or Apple Safari)
clear your cookies and your cache
check your firewall and security settings

We recommend that you bookmark or favourite MyHMCTS in your internet browser. You should only create the bookmark or favourite once you have signed in and are on the homepage. Do not create it from the sign in or verification pages, or while you have a case or organisation open.

If you are still having trouble accessing MyHMCTS, try using a different device to sign in.

If you have an IT support team, they will be able to help with any device, browser and security issues.

If you have an issue with your MyHMCTS account, you should contact an account administrator in your organisation.

If you need additional support with your MyHMCTS account, email MyHMCTSsupport@justice.gov.uk. We aim to respond within 5 working days.

Apply for probate with MyHMCTS

1. Before you start

If Inheritance Tax needs to be paid

2. Create a case

Case type and eligibility

Your organisation바카라 사이트檚 details

Deceased details

3. Apply with a will (grant of probate)

4. Apply with letters of administration 바카라 사이트� without a will

5. Apply with letters of administration 바카라 사이트� with an annexed will

6. Complete your application

Legal statement

Change deceased or probate details

Confirmation and statement of truth

Submit and pay for the application

7. Find and track the progress of your case

Paper cases

8. Delete unsubmitted applications

9. Get help with MyHMCTS

Managing cases and case access in MyHMCTS

Accessing your MyHMCTS account

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Help us improve 바카라 사이트

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Cookies on 바카라 사이트

1. Before you start

If Inheritance Tax needs to be paid

2. Create a case

Case type and eligibility

Your organisation바카라 사이트檚 details

Deceased details

3. Apply with a will (grant of probate)

4. Apply with letters of administration 바카라 사이트� without a will

5. Apply with letters of administration 바카라 사이트� with an annexed will

6. Complete your application

Legal statement

Change deceased or probate details

Confirmation and statement of truth

Submit and pay for the application

7. Find and track the progress of your case

Paper cases

8. Delete unsubmitted applications

9. Get help with MyHMCTS

Managing cases and case access in MyHMCTS

Accessing your MyHMCTS account

Is this page useful?

Help us improve 바카라 사이트

Help us improve 바카라 사이트