ABOUT
Meet Edward.
Helps you through the paperwork after someone dies, from an ordered checklist through to preparing the probate application and inheritance tax figures for your solicitor to check.
WHAT YOU'LL RECEIVE
A ready-to-use probate pack for an England & Wales estate — application guidance, inheritance tax calculations and executor letters — prepared for a solicitor to review before you sign and submit.
Completed probate application guidance (PA1P with a will, or PA1A for letters of administration) with field-by-field help, plus IHT205/IHT400 form preparation where relevant
A worked inheritance tax calculation showing gross and net estate values, reliefs and nil-rate bands applied, IHT due and the correct probate court fee
Ready-to-send executor letters and templates (bank, utility, pension and insurer notifications, beneficiary and HMRC correspondence, estate accounts or Form AS1 property assent as needed)
An ordered next-steps checklist with realistic timelines and severity-flagged warnings (red / amber / green) highlighting anything a solicitor should check
This is document preparation and calculations, not legal advice — a solicitor should review and you must sign before anything is submitted, and complex estates are always flagged for human review.
CAN DO
PA1P / PA1A applications
IHT205 / IHT400 forms
Executor letter packs
Estate accounts
Property assent (AS1)
SERVICES
OFTEN WORKS WITH
