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The Essential Probate Checklist
Being named executor or administrator of someone’s estate can seem daunting at first. But with a little help and advice, the probate process needn’t be stressful. Download checklist

Before you formally start the probate process, it helps to know what you're likely to need to do and when.

That’s why we created this comprehensive checklist, so you can be prepared for what’s to come. Our checklist covers:

  • The tasks you'll likely need to complete in the probate process
  • The 13 clear stages of handling someone’s estate, all written in plain English
  • Clear guidance on the forms you need to fill out and when
  • A progress tracker that helps you see what stage you’re at and if a task has been completed by a joint executor

About this guide

Sarah Henley, Wills & Probate specialist

"Losing someone close to you is never easy. With our probate checklist, you can feel more confident in completing your role as an administrator or executor. Download this checklist to understand what steps to follow and when."