Locate the original will
Check that an executor can act and gather the original signed will, death certificate and identity records before applying for the grant.
Probate Support
Open a managed case for grants, authority documents, bank requests, insurer checks and family updates.
What you need to know
Practical details before you begin.
Paid managed service. Indicative quote after review. These requirements and decisions help the service move forward smoothly.
Map assets and liabilities
Prepare a working list of accounts, property, insurance, investments, debts and possible overseas interests.
Distribution comes later
Authority, liabilities, taxes and valid claims should be dealt with before the executor makes final distributions to beneficiaries.
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How it works
A guided path from questions to next steps.
We collect what is relevant, explain what comes next and keep the work organised in one secure place.
Upload death certificate and identity documents
Authority and document checklist in one place
Confirm executor, next-of-kin and known institutions
Bank, insurance and broker enquiries tracked as case updates
Track enquiries, recovered records and next actions
Family members can be invited without forwarding scattered messages
Frequently asked questions
Useful answers before you start.
Not always. The case starts by checking what authority is needed for the institutions, assets and country involved.
Ready when you are
Take the first step today.
Start with a few details. We will guide you from there.