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PA1A Probate application This form is for an application where the person who has died did not leave a will that deals with assets in England and Wales Checklist before you send your application form.

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How to fill out the PA1A - Probate Application online

Filling out the PA1A - Probate Application online can seem daunting, but with the right guidance, the process can be straightforward. This guide provides a step-by-step approach to assist you in completing the form needed for probate applications in England and Wales.

Follow the steps to complete your application effectively.

  1. Click ‘Get Form’ button to access the PA1A form online and open it in the editor.
  2. Begin with Section A: Personal Information. Fill in your full name, title, and contact details in BLOCK capitals. Ensure that the names match your formal identification.
  3. Proceed to include the details for any additional applicants, up to a maximum of four. Provide their names, addresses, and contact information as required.
  4. Move to Section B: Information about the person who has died. Enter their full name, permanent address, date of birth, and date of death exactly as reflected on the death certificate.
  5. Continue filling in the details about any other names by which the deceased held assets and their marital status at the time of death.
  6. In Section C, answer questions regarding the surviving relatives of the deceased, specifying the number of survivors as required.
  7. If applicable, fill out Section D if you are applying as an attorney on behalf of someone else. Provide the necessary information about the estate.
  8. Section E covers foreign domicile information. Complete this if necessary based on whether the deceased was living outside of England and Wales.
  9. In Section F, provide the required details about inheritance tax, depending on the relevant forms you have completed.
  10. Finally, review the Legal Statement, ensuring that all applicants sign and date the application before submission.
  11. Save your changes, and either download, print, or share the completed form once you are satisfied with the entries.

Start completing your PA1A - Probate Application online today for a smoother process!

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You'll need to use the print and post form (IHT205) if the person died on or after 6 April 2011, and on or before 31 December 2021, and the estate is unlikely to pay Inheritance Tax. If the person died on or before 6 April 2011 you'll need to read Inheritance Tax forms and notes for deaths before 6 April 2011.

A grant of probate is a legal document that's sometimes needed to access bank accounts, sell assets and settle debts after someone has died. This document is only called a grant of probate if the person left a will. If they didn't leave a will, a grant of letters of administration is used instead.

Apply for probate by post The form you need to fill in depends on whether the person left a will or not. If there's a will, fill in application form PA1P. If there's not a will, fill in application form PA1A.

IHT 207 – This form is only used when the deceased had their permanent home abroad and their assets in the UK consisted of cash, or quoted stocks and shares only, the gross value of which was less than £150,000. IHT208 – This is a booklet that will guide you through the IHT 207 application.

If you are named in someone's will as an executor, you may have to apply for probate. This is a legal document which gives you the authority to share out the estate of the person who has died ing to the instructions in the will. You do not always need probate to be able to deal with the estate.

After probate is granted Once a grant of probate has been issued, a will becomes a public document and anyone can apply to have a copy. Search probate records for documents and wills (England and Wales) – GOV.UK (.gov.uk) provides information about searching for probate records, either online or by post.

Apply for letters of administration to manage the estate of the person who has died if they have not left a will.

Letters of administration (alternatively referred to as “a grant of letters of administration”) are a type of document issued by the probate registry. This enables someone to act as executor of an estate following a decedent's death.

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