• More than 30% of personal applicants are applying online. 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. It also explains that intestacy and admon will applications can be made online under certain conditions. If you need to make a change, select ‘Yes’ and ‘Continue’. Provide notes on other information that does not need to be in the legal statement. This will enable them to be accessed remotely while staff may be working from home: Find out more . If you want extra copies tell us how many extra copies you need. You will see your case status. Case selected for QA – Case has been selected for quality assurance. You will then be asked to complete a statement of truth. Update 25 August 2020: HM Courts & Tribunal Service (HMCTS) has provided some further guidance in relation to submitting England and Wales probate applications in the correct format: If you have lodged an application through the online portal using your registered account you do not need to send any application forms, when you send in the will and other supporting documents. You will be asked to fill out your organisation’s details. Please ignore any reference to IHT421 that may appear in your application summary. Application updated – Application is updated by the legal professional but not yet submitted. Before completing your application review the legal statement and decide if you need change it. It will take only 2 minutes to fill in. 2. If you would like further information or have any further feedback on the forms, please email probatefeedback@justice.gov.uk . You will now see the event history with the step you’ve just completed added (‘Admon will details’). 4. Once you have a MyHMCTS account, you can sign in using your email address and password. You will see the name of the case worker working on your case but will not be able to speak to them directly if you call or email the CTSC. Case printed (State/case printed) – Caseworker printed application. Case matching (Examining) – Caseworker checking if application details match any other cases in the system. You will be asked to check your answers. The case has been created but not yet submitted. Payment will not be taken immediately but your PBA account must have sufficient funds to allow us to take the fee. They will not return the IHT421 to you – it is sent directly to HMCTS. Complete the details and select ‘Continue’. Checklist – before you send your application form to HMCTS Probate you will need to enclose the following. 4. Apply for a PBA account. You will not be able to change these details later, so please review them. The case will not be submitted. 1. The questions you’re asked will depend on the options you select. That’s because we can’t discuss details with anyone but the person making the application. We use this information to make the website work as well as possible and improve government services. 1. You will now see the event history with the step you’ve just completed added (‘Intestacy details’). 3. When you return to the legal statement, select ‘No’ and ‘Continue’. In grants of probate this includes information where the executors are partners in a firm or successor firm named in the will. To do a more advanced search, select ‘Find case’. Examining – Application is being assessed by the case worker. Grant issued – Application passed all checks, grant issued and to be despatched within 48 hours. If you need to make a change, email contactprobate@justice.gov.uk or call 0300 303 0648. Once you have submitted your application, you will see a summary followed by information about what you need to do next. When you are satisfied that they are correct, select ‘Save and continue’. Case imported – Case was submitted before March 2019. Which jurisdictions of HMCTS can I transact with using my PBA Fee Account in person or ... Centre), magistrates’ courts which deal with civil and family work, probate registries, Court of Protection, and Royal Courts of Justice. You can view your cases from your case list when you log into your account. This checklist must be completed. 2. We use cookies to collect information about how you use GOV.UK. Go to step 6.3 in this guidance. Complete the details on the first screen and select ‘Continue’. You will now see the event history with the step you’ve just completed added (‘Deceased details’). 3. Either email the statement to them to add their digital signature or print for them to sign in pen. 6. HM Courts & Tribunals Service (HMCTS) notes … This publication is licensed under the terms of the Open Government Licence v3.0 except where otherwise stated. Where we have identified any third party copyright information you will need to obtain permission from the copyright holders concerned. The online probate application service was developed by HM Courts and Tribunals Service (HMCTS) and made available to all practitioners in October 2019. You will now see the event history with the step you’ve just completed (‘Apply for probate’). HMCTS is looking for feedback volunteers to help it improve your experience of the online probate service. If not, the application will be delayed. HMRC take 15 working days to process the IHT400 and issue an Inheritance Tax 421 (IHT421). This form is for an application where the person who . The backlog of probate grant applications submitted but not yet issued now stands at 29,000, an increase of approximately 5,000 since the end of March 2020, according to HM Courts & Tribunals Service (HMCTS). You can find your cases using the basic filter options and selecting ‘Apply’. You cannot change any details or the legal statement after this step in MyHMCTS. You will be asked if you have access to the will and if there were any codicils added. These will be scanned in and automatically attached to the relevant electronic application. The new system also allows up to four executors to apply for probate online. Successor firms should add ‘which has succeeded to and carried on the practice of [successor firm’s name]. Submit and pay for online applications for probate, divorce, financial remedy, family public law orders and immigration and asylum cases. 2. 3. Registrar escalation – Case worker has escalated to registrar for advice or order. 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. 4. Select the appropriate options and then ‘Continue’. Select ‘Go’ to continue. You will be asked for information about the applicant – the ‘intestacy’ details. To help us improve GOV.UK, we’d like to know more about your visit today. The HM Courts & Tribunals Service (HMCTS) released a statement detailing how it plans to address its backlog of about 29,000 cases awaiting probate. When complete, select ‘Continue’. A link is provided to the paper application guidance, which explains the exemptions and conditions. This does not mean your case is not active. 4. Select ‘Go’ to continue. Awaiting redeclaration – Case worker waiting for a response to a stop letter. If you need additional help with MyHMCTS email MyHMCTSsupport@justice.gov.uk. The definitions of these statuses are: Don’t include personal or financial information like your National Insurance number or credit card details. 2. You will then see an event history. 1. Case matching (Reissue grant) – Caseworker checking if application details match any other cases in the system. Stopped – Case worker has found an error with the application and will contact legal professional. 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 to HMCTS Probate you will need to enclose the following. Select ‘Go’ to continue. HMCTS are continuing to improve the service in line with feedback it has received. Intestacy grant created – Letters of administration is selected by the legal professional but the application not yet submitted. Submitting the IHT400 to HMRC at the same time as your application to HMCTS will cause delays. Please move to section 3, 4 or 5 of this guidance depending on your application type. Awaiting documentation – Case worker is waiting to receive mailed documentation. 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. You will need an email address to create your account. The screen also includes information about inheritance tax and when and where inheritance tax forms should be sent. If your organisation has an account already, contact the administrator to arrange for your account creation. GOV.UK uses cookies to make the site simpler. You can change these details later. If you would like to provide feedback please contact probatefeedback@Justice.gov.uk . You will be asked to select what details you wish to change: 2. 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. These forms can be sent to HMCTS Probate; the address is above. 1. We’ll send you a link to a feedback form. We are working on a fix for this. 3. Admon will grant created – Letters of administration with will annexed is selected by the legal professional but the application not yet submitted. Applying for the legal right to deal with someone’s property, money and possessions (their ‘estate’) when they die is called ‘applying for probate’. Once all are selected, press ‘Start’. You will now see the event history with the step you’ve just completed added (‘Grant of probate details’). You must use your own email address even if someone helps with your application. Each extra copy costs £1.50. The questions you’re asked will depend on the options you select. The case is now saved but not yet submitted. You will see ‘Complete application’ added to the list. Select ‘Continue’. Then select ‘Continue’. If you are the executor, the name you provide here must match the name you provide in your organisation’s details. You will be asked to confirm that your client has agreed with the legal statement. 1. Provide notes on other information that does not need to be in the legal statement. Case stopped (reissue) – Case worker has found an error with the application and will contact applicant. 2. Probate service performance If you are satisfied, send this legal statement to your client to sign. HMCTS has extended the grace period for the use of paper-based probate applications until Monday 11 January 2021. You will then need to provide the executor’s details and if they are applying. has died left a will. Email your feedback to probatefeedback@justice.gov.uk. If you are the executor, the name you provide here must match the name you provide in the statement of truth. Select ‘Go’ to continue. 4. With a more advanced search, you can select for details to find the case you want to view or manage and then select ‘Apply’. You’ve accepted all cookies. 3. You will be asked how you want to pay – you must select ‘Fee account’ from the drop down (your fee account number is the same as your Payment by Account (PBA) number). 2/. To view this licence, visit nationalarchives.gov.uk/doc/open-government-licence/version/3 or write to the Information Policy Team, The National Archives, Kew, London TW9 4DU, or email: psi@nationalarchives.gov.uk. Case closed – Application has been withdrawn and closed on system. You will be asked to check your answers. This includes what documents you need to send us and where to send them. 5. Complete the fields as appropriate and select ‘Continue’. You will be taken back to the event history step. Then select ‘Save or Submit application’. Go to step 6.2 in this guidance. Find out more about cookies, Beta Ready to issue – Case worker satisfied that all information is provided and correct. The only paper that will need to be sent to the probate service is the original will and inheritance tax documentation. This is a new service – your feedback (opens in a new window) will help us to improve it.Cymraeg. Grant of probate created – Grant of probate is selected by the legal professional but the application not yet submitted. You must not confirm that your client has agreed with the legal statement until you and your client are satisfied. 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. BX9 1HT. I tried to make contact with HMCTS last week and after waiting over 40 minutes, I got connected to a rude operator. Published 19 … Before continuing you will see a screen that explains that grant of probate applications must be made online unless certain exemptions apply. Then select ‘Continue’. The questions you’re asked will depend on the options you select. 1. HMRC take 15 working days to process the IHT400 and issue an … • 92% of users said they are very satisfied or satisfied. Select ‘No’ to changes and ‘Continue’. We convened a meeting between HM Courts and Tribunals Service (HMCTS) and some of our key stakeholders on Tuesday 14 May to discuss the ongoing delays to the probate service. Enter your Fee account number and select ‘Continue’. Submitting the IHT400 to HMRC at the same time as your application to HMCTS will cause delays. The information in the statement is based on your answers. Update 21 November: HM Courts & Tribunal Service (HMCTS) has announced this week that all legal professionals’ probate calls have been centralised and are now dealt with by the Birmingham Courts and Tribunals Service Centre (CTSC).You will no longer be required to contact a local registry if you need an update on your client’s applications. 2. 8. 2. Case matching (Issue grant) – Caseworker checking if application details match any other cases in the system. In the ‘grounds for making this application’ field, please provide any relevant information that should appear in the legal statement. Application created – Application is started by the legal professional but not yet submitted. You can add additional executors if there is more than one. If unsure, check with your PBA account manager. This lets you use the HMCTS Fee Account System to pay for online applications. All content is available under the Open Government Licence v3.0, except where otherwise stated, Apply with letters of administration – without a will, Apply with letters of administration – with an annexed will, nationalarchives.gov.uk/doc/open-government-licence/version/3, confirm that your client has agreed with the legal statement until, Coronavirus (COVID-19): guidance and support, Transparency and freedom of information releases, Registered your organisation with MyHMCTS, letters of administration with will annexed, where the deceased left a will but none of the executors can apply, letters of administration, where the deceased left no will, grant of probate, where the deceased left a will, ‘Grant of probate’ or ‘intestacy’ or ‘admon’ details. When you are satisfied that they are correct, select ‘Save and continue’. “I am still waiting for 3 Grant of Probate applications from August and my clients patience is now running very low. Please ensure you include the word ‘Probate’ in the subject of your email. Your case will not appear once it has been selected for examining. HMCTS reports high levels of customer satisfaction with the new service. Select whether or not you have access to the will. 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. 4. 3. Use the drop-down boxes to select the jurisdiction, case type and event. Once you’ve signed up, you’ll be able to manage your accounts and start your online probate applications. [English] - [Cymraeg] I remember going through probate when my father died in 2013. 5. The questions you’re asked will depend on the options you select. When you are satisfied that they are correct, select ‘Save and continue’. 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. Start your application by selecting ‘Create case’. You can now move to section 6. The hope for the future is a seamless integration of HMRC and HMCTS digital platforms, and there is certainly scope for HMCTS to digitise other elements of the probate process (such as allowing the shorter Inheritance Tax form IHT205 to be completed and submitted online at the same time as the probate application). 3. You will now see questions related to the type of application you have selected. Accompanying documents may be yet to arrive. Probate application forms are available on the UK government website. You will be returned to the case details screen. Complete your application. You can change these details later. Select ‘Close and Return to case details’. You will be asked to check your answers. Once you have signed in, you will see your case list – this will be empty the first time you sign in. You can change your cookie settings at any time. Make sure you select ‘Any’ state to see all viewable cases. The probate service has increased its capacity and expects to be able to clear its current backlog, which slowed charities’ legacy income in 2019 and 2020. • More than 30,000 digital probate applications submitted since July 2018. PA1P — Probate application. Please wait 15 working days before submitting your application to HMCTS. If not applying, in the ‘first name(s)’ section write ‘remaining profit-sharing partners’ and in the ‘last name(s)’ section write ‘of [your firm’s name] at the date of death’. You will need an email address to create your account. Meanwhile HMCTS is encouraging solicitors to apply for probate online to speed up the process. If you have a query while applying for a specific probate application online, including on intestate cases, call 0300 303 0648. If you are the executor, you will be asked to complete additional questions. For example, details of applying for order. Examining (reissue) – Case worker looking at the application, which has been returned due to an error. You can change these details later. 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. MyHMCTS is an online case management tool for solicitors and other legal professionals managed by HM Courts and Tribunals (HMCTS). 3. 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. 1. Update 25 August 2020: HM Courts & Tribunal Service (HMCTS) has provided some further guidance in relation to submitting England and Wales probate applications in the correct format: If you have lodged an application through the online portal using your registered account you do not need to send any application forms, when you send in the will and other supporting documents. Ready for examination – Application has all documentation and is ready to be assessed. Inheritance Tax Check that your application is not exempt and meets the conditions then select ‘Save and continue’. Case created – Application has been submitted by the legal professional and can be viewed by case workers. Complete and appropriate and then select ‘Continue’. Select ‘Go’ and repeat the appropriate steps to change the information you need to. Select ‘Go’ to continue. You will be asked for information about the applicant – the ‘admon will’ details. You will automatically receive one free copy of the grant. 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