What Documents Do You Need to Apply for Probate? (PA1P Probate Guide)
If you are applying for probate in England or Wales because the person who died left a will, you will usually use the form called PA1P. This application is typically made by the executor named in the will, or by a beneficiary if there are no executors.
Essential Documents to Include with Your PA1P Application
When you apply for probate using the PA1P form by post, you need to gather and send several key documents to the Probate Registry. These documents help prove the death, the validity of the will, and provide information about the estate.
- Original Will – You must send the original will of the person who died. Photocopies are not accepted because the court needs to see the original document to confirm its validity.
- Death Certificate – An official copy of the death certificate is required. This confirms that the person has died and is essential for the probate process.
- Completed PA1P Form – This is the probate application form for cases where there is a will. It includes details about the deceased, the estate, and the executors or applicants.
- Inheritance Tax Documents (if applicable) – If Inheritance Tax is due, you may need to include relevant forms or correspondence from HM Revenue & Customs. In some cases, these are not required to be sent with the application but should be ready if the Probate Registry requests them.
Additional Points to Consider
- Original documents only: The Probate Registry usually requires original documents, not photocopies, especially for the will and death certificate.
- Exceptions: If the deceased did not leave a will, a different form (PA1A) is used, and the document requirements may vary.
- Supporting evidence: You might need to provide further evidence about the estate’s value or debts if requested by the Probate Registry.
- Applying online: If you apply for probate online, you generally do not need to send a paper application form. However, you will still need to provide the original will and death certificate when requested.
Where to Confirm Details
While this guide covers the main documents needed, always check the latest official guidance from the Probate Registry or HM Courts & Tribunals Service. Requirements can vary slightly depending on the specific circumstances of the estate or changes in procedure.
Official reference: https://www.gov.uk/government/publications/form-pa1p-apply-for-probate-the-deceased-had-a-will. Always check the latest official guidance. Related forms: Browse our form category.
Important: This article provides general information. Government rules, forms and procedures can change, and this article may not reflect the latest updates. Check current GOV.UK guidance or the relevant authority before relying on it. ITG & Co. is independent and is not affiliated with a government department.