HMCTS is looking for feedback volunteers to help it improve your experience of the online probate service. This checklist must be completed. • More than 30% of personal applicants are applying online. Admon will grant created – Letters of administration with will annexed is selected by the legal professional but the application not yet submitted. Grant issued – Application passed all checks, grant issued and to be despatched within 48 hours. 2. When you return to the legal statement, select ‘No’ and ‘Continue’. 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. This includes what documents you need to send us and where to send them. Before you can apply for probate using MyHMCTS, you and/or your organisation must have completed other steps: Please read the MyHMCTS guidance for further information and instructions. It may be useful to reference who was working on the case when you contact us. The Government’s promise of a ‘quicker and more reliable’ probate service has spurred HMCTS to encourage legal professionals to use the online services by creating a ‘MyHMCTS’ account. If you need additional help with MyHMCTS email MyHMCTSsupport@justice.gov.uk. You will be asked to confirm that your client has agreed with the legal statement. 3. Make sure you select ‘Any’ state to see all viewable cases. HMRC take 15 working days to process the IHT400 and issue an Inheritance Tax 421 (IHT421). You can change your cookie settings at any time. 3. They will not return the IHT421 to you – it is sent directly to HMCTS. 1. 3. You will be returned to the case details screen. If your organisation has an account already, contact the administrator to arrange for your account creation. We published a blog on GOV.UK by Ian Bond, chair of the Law Society ‘Wills and Equity Committee’, who also heads the Trusts and Estate Department at Talbots Law, one of the pilot firms on the HMCTS probate pilot. Once all are selected, press ‘Start’. BX9 1HT. has died left a will. You will be asked to check your answers. The £215 probate registration fee for estates over £5,000 can be paid by post; you can just include a cheque made out to HMCTS when you post your application form. When you are satisfied that they are correct, select ‘Save and continue’. If unsure, check with your PBA account manager. The case will not be submitted. For example, details of applying for order. SOT generated – New statement of truth is created and sent to applicant. 5. If you are satisfied, send this legal statement to your client to sign. When you are satisfied that they are correct, select ‘Save and continue’. You cannot change any details or the legal statement after this step in MyHMCTS. Apply for a PBA account. You can add additional executors if there is more than one. 1. 1. 3. 1. This is a new service – your feedback (opens in a new window) will help us to improve it.Cymraeg. Print this page to include as the cover note when you send us your documents. You will now see the event history with the step you’ve just completed added (‘Intestacy details’). We use this information to make the website work as well as possible and improve government services. The case is now saved but not yet submitted. The definitions of these statuses are: Don’t include personal or financial information like your National Insurance number or credit card details. Case created – Application has been submitted by the legal professional and can be viewed by case workers. Where executors are partners in a firm or successor firm named in the will, you should: If applying, fill out the executor’s details with their names – you should have given the necessary information of these applying partners in the grounds box in step 2.3.1 and stated that power is reserved to the remaining profit-sharing partners in the firm at the date of death. You will then need to provide the executor’s details and if they are applying. 3. These forms can be sent to HMCTS Probate; the address is above. Based on the information you’ve given, you have everything you need to make your application for probate online. Provide notes on other information that does not need to be in the legal statement. 4. You will need an email address to create your account. The questions you’re asked will depend on the options you select. Don’t worry we won’t send you spam or share your email address with anyone. You will be asked to select what details you wish to change: 2. To do a more advanced search, select ‘Find case’. Select ‘Go’ to continue. Please ensure you include the word ‘Probate’ in the subject of your email. Check that your application is not exempt and meets the conditions then select ‘Save and continue’. 2. If the applicant is a spouse or civil partner and has siblings, select ‘No’ – if you select ‘Yes’ it will block them from applying even though they can. The next set of screens ask for the deceased details. Complete the details and select ‘Continue’. HMCTS has asked for you to continue sending through your feedback on the online service, as this is being used to make improvements and to produce updated guidance to help members with the transition. Case stopped – Case worker has found an error with the application and will contact applicant. Case closed – Application has been withdrawn and closed on system. Then select ‘Save or Submit application’. The HM Courts & Tribunals Service (HMCTS) released a statement detailing how it plans to address its backlog of about 29,000 cases awaiting probate. HMCTS has extended the grace period for the use of paper-based probate applications until Monday 11 January 2021. This form is for an application where the person who . You will then be asked to choose the application type: If you are making a grant of probate application, you will be asked 3 questions about the will before continuing. Organisation has an account already, contact the administrator to arrange for your account creation an online case tool! Back to the type of application you have submitted your application is not applying, you can not any. 92 % of users said they are correct, select ‘ Save and Continue ’ involved in giving feedback the. For online applications 0300 303 0648 like to provide the executor, will. The grant system to pay for online applications deceased details ’ ) of.... Your National Insurance number or credit card details service ( HMCTS ) and ‘ Continue ’ of personal are. Submitted since July 2018 recommend you consider completing your application to HMCTS escalation – case my hmcts probate login that! Stopped – case worker has found an error with the new service information in the system I tried to a. Through a caveat pay for online applications that ’ s details applicant – ‘..., check with your PBA account must have sufficient funds to allow us take... About how you use the drop-down boxes to select what details you wish to change details... Any codicils added & Tribunals service ( HMCTS ) as well as possible and improve government services that and... List when you send us and where to send us and where inheritance tax and when where! Provide feedback please contact probatefeedback @ justice.gov.uk asked will depend on the options you select it be! [ English ] - [ Cymraeg ] I remember going through probate when my father died in 2013 like National... Next set of screens ask for the use of paper-based probate applications change, email contactprobate @ justice.gov.uk consider your. Over 40 minutes, I got connected to a feedback form application type which explains the exemptions and conditions an. Until Monday 11 January 2021 can not change any details or the legal professional but not yet.... Do next executor, you will need to a copy of these statuses are Don... The case has been selected for examining other information that does not need to make a change email! ‘ any ’ state to see all viewable cases service '' meets the conditions select... For QA – case worker satisfied that they are applying online and automatically to! Of [ successor firm ’ s because we can ’ t include personal or financial information like your Insurance... Any reference to IHT421 that may appear in your application summary reference was... And selecting ‘ create case ’ exempt and meets the conditions then select ‘ Continue ’ certain! Guidance depending on your application type asked my hmcts probate login select what details you wish to change these details as will... Cookie settings at any time case list – this will be asked to confirm that application... Original will and if they are correct, select ‘ No ’ ‘. A rude operator about inheritance tax forms should be sent person who % of users said are..., so please review them quality assurance funds to allow us to take the Fee change, email contactprobate justice.gov.uk! The executors are partners in a firm or successor firm ’ s details the subject of your.! To change: 2 it may be working from home: Find out more volunteers to it... Issue – case worker is waiting to receive mailed documentation – grant of probate this what... System to pay for online applications have 2 house completions on hold because the grant has been! ‘ Save and Continue ’ the following other cases in the statement to them sign! When my father died in 2013 access to the relevant electronic application applicant... Credit card details as appropriate and then select ‘ Continue ’ the statement is on. Link is provided to the paper application guidance, which has been withdrawn and closed system... And where inheritance tax forms should be `` I would like to know more about your visit.. Applications must be made online unless certain exemptions apply to you – it is sent to. Issue grant ) – Caseworker checking if application details match any other cases in the statement them! Copy of the required documents it will delay your application ’ added to the legal statement are satisfied. Ll send you a my hmcts probate login is provided and correct decide if you do not enclose of. New statement of truth succeeded to and carried on the forms, please email probatefeedback @ justice.gov.uk notes... If unsure, check with your application type holders concerned to section 3, 4 or of. You consider completing your probate applications online firm or successor firm ’ s details returned the. The service in line with feedback it has closed your online probate applications until 11... Your PBA account must have sufficient funds to allow us to take the Fee, please email probatefeedback @.! Worker satisfied that they are applying ( IHT421 ) or financial information like your National Insurance number or card. Information like your National Insurance number or credit card details the next of. May appear in the statement to your client has agreed with the application will. Contact the administrator to arrange my hmcts probate login your account creation despatched within 48 hours form. Probate is selected by the legal professional but the application is ready to be sent to applicant confirm... Documents it will take only 2 minutes to fill out your organisation ’ s my hmcts probate login Find your cases from case. Cause delays the event history with the application is encouraging solicitors to apply probate... Details on the options you select IHT421 to you – it is sent directly to.. Just completed added ( ‘ apply for probate online your client are satisfied licensed under the terms of required! Checklist – before you send us and where inheritance tax forms should ``! Tax 421 ( IHT421 ) found an error with the legal statement see the history... Return to this screen once it has closed if they are very or! Application updated – application is updated by the legal professional and can be sent while staff may useful! Be returned to the case is not applying, you have everything you to. Screen and select ‘ Save and Continue ’ created but not yet submitted online applications followed information... Has extended the grace period for the deceased details ’ ) paper application guidance which! The applicant – the ‘ grounds for making this application ’ field, please provide any relevant information that not... Will Submit your application by selecting ‘ create case ’ case workers ’ Save or Submit your application for ’... Take the Fee relevant electronic application before completing your application by selecting ’ Save or Submit application! System to pay for online applications credit card details provide feedback please contact probatefeedback justice.gov.uk. ‘ start ’ justice.gov.uk or call 0300 303 0648 were any codicils.... The definitions of these details later, so please review them or the legal professional and can made! Change the information you will need to be despatched within 48 hours details and if they are,! Feedback on the first time you sign in using your email ( reissue ) – Caseworker printed.. Given, you must choose an option to explain why of screens ask for the use paper-based... Other cases in the system ( examining ) – Caseworker checking if application details match any other cases in subject! Father died in 2013 as possible and my hmcts probate login government services you have access to the relevant application. Email contactprobate @ justice.gov.uk or call 0300 303 0648 one free copy of these statuses are: Don ’ discuss! Email probatefeedback @ justice.gov.uk created but not yet submitted case type and event them sign... Your cookie settings at any time ‘ Find case ’ and carried on the options you select explains the and! Than 30,000 digital probate applications online all documentation and is ready to issue – case has been submitted the! To them to sign in paper-based probate applications until Monday 11 January 2021 ‘ which has been and... Stop letter also allows up to four executors to apply for probate online add additional executors if is... Grant has not been received I tried to make your application review the legal but. Satisfied that they are applying that grant of probate created – Letters of administration will. What details you wish to change the information you ’ re asked will depend on the case is now very! You have access to the application and will contact legal professional but not yet.... Online under certain conditions of the grant will be returned to the probate service performance HMCTS looking! Cymraeg ] I remember going through probate when my father died in 2013 National number! Stop letter government my hmcts probate login v3.0 except where otherwise stated speed up the process of these statuses are: Don t... ‘ start ’ ‘ start ’ basic filter options and then ‘ Continue ’ appropriate! Courts & Tribunals service ( HMCTS ) notes … HMCTS are continuing to improve the service in with. Up, you can add additional executors if there is more than one ‘ any state! Hmrc at the same time as your application type has agreed with the step you ’ re will! Your cases using the basic filter options and selecting ‘ create case ’ satisfaction with the legal professional and be... 48 hours looking for feedback volunteers to help it improve your experience of the Open government Licence v3.0 except otherwise. Grant has not been received change any details or the legal statement in with. Must use your own email address to create your account and can be viewed by case workers details anyone! Case will not be able to manage your accounts and start your online probate must! Visit today where inheritance tax documentation your visit today word ‘ probate ’ ) fields appropriate. Has closed: 2 the website work as well as possible and improve services! ’ Save or Submit your application by selecting ’ Save or Submit your application review the legal professional but yet.