Introducing...
If you’re here, you’ll have probably got to know Lisa through her resourceful Probate Facebook page. Lisa is a specialist Estate Planning professional and knows first-hand how difficult, time-consuming and expensive the Probate process can be. Lisa soon realised that there are thousands of people out there that feel unsupported, terrified and overwhelmed with the Probate process and being desperate to give something back for free, the Facebook group became a hit. Lisa has spent a number of years creating ways for others to be able to understand the Probate process and soon realised that there was a major gap in the market for Probate content packages that were cost-effective and easy to navigate. And so, the DIY Probate Lab was born!
What you need to begin with and what information you need on the estate to conduct a thorough fact find, making sure you've covered all avenues
Find out how to calculate what the estate is worth and ascertain if it’s taxable, at the same time as figuring out what information needs to be declared
Work out what Nil Rate Band’s are available and ascertain which you can use against the estate using our done-for-you calculator
Find out how to complete your Probate application, based on whether there was a valid Will or not, as well as other supporting documentation
You’re dealing with the estate of someone who was living in England & Wales at the time of their death
You’ve never had to complete a Probate application before
You’re not sure of the process and need some assistance but don’t want to pay a solicitor
You want to give it a go yourself but you’re not sure where to start
You’re confused by the information you can find online and want to be sure you’ve got it right
Don’t forget to join our