Case matching (Reissue grant) – Caseworker checking if application details match any other cases in the system. 1. This will enable them to be accessed remotely while staff may be working from home: Find out more . Applying for the legal right to deal with someone’s property, money and possessions (their ‘estate’) when they die is called ‘applying for probate’. A case study ‘Probate online: Collaborating to tackle issues’ has been released by HMCTS which highlights the role of legal professionals have in “….the design and implementation stages of an HMCTS reform project, Probate Online” Case printed (State/case printed) – Caseworker printed application. 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. Registrar escalation – Case worker has escalated to registrar for advice or order. 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). 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. You can view your cases from your case list when you log into your account. It may be useful to reference who was working on the case when you contact us. 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). Complete the details on the first screen and select ‘Continue’. 3. Application updated – Application is updated by the legal professional but not yet submitted. SOT generated – New statement of truth is created and sent to applicant. You will now see questions related to the type of application you have selected. Your case will not appear once it has been selected for examining. 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. Awaiting redeclaration – Case worker waiting for a response to a stop letter. When you return to the legal statement, select ‘No’ and ‘Continue’. Once you have signed in, you will see your case list – this will be empty the first time you sign in. 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. You will then need to provide the executor’s details and if they are applying. 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. 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. Case selected for QA – Case has been selected for quality assurance. 1. You will see your case status. Probate application forms are available on the UK government website. [English] - [Cymraeg] I remember going through probate when my father died in 2013. If you would like further information or have any further feedback on the forms, please email probatefeedback@justice.gov.uk . That’s because we can’t discuss details with anyone but the person making the application. You will be asked if you have access to the will and if there were any codicils added. If you are the executor, the name you provide here must match the name you provide in the statement of truth. 3. However, many experts in the probate system, including legal practitioners and civil servants, remain sceptical of the benefits of the new online process. I tried to make contact with HMCTS last week and after waiting over 40 minutes, I got connected to a rude operator. You will now see the event history with the step you’ve just completed added (‘Intestacy details’). You will be asked to fill out your organisation’s details. 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. 2. Published 19 … Provide notes on other information that does not need to be in the legal statement. Accompanying documents may be yet to arrive. HMRC take 15 working days to process the IHT400 and issue an Inheritance Tax 421 (IHT421). 2. Before continuing you will see a screen that explains that grant of probate applications must be made online unless certain exemptions apply. Once you’ve signed up, you’ll be able to manage your accounts and start your online probate applications. Then select ‘Continue’. Select ‘Go’ and repeat the appropriate steps to change the information you need to. HM Revenue and Customs 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. We are working on a fix for this. 5. Start your application by selecting ‘Create case’. 4. 4. 1. Provide notes on other information that does not need to be in the legal statement. 2/. 3. BX9 1HT. Complete your application. You will automatically receive one free copy of the grant. Ready to issue – Case worker satisfied that all information is provided and correct. You can change these details later. Examining – Application is being assessed by the case worker. Select ‘Go’ to 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. Caveat permanent – Registrar or district judge has confirmed a stop to the application as applied through a caveat. You must not confirm that your client has agreed with the legal statement until you and your client are satisfied. • More than 30% of personal applicants are applying online. To do a more advanced search, select ‘Find case’. 1. When you are satisfied that they are correct, select ‘Save and continue’. HMCTS has extended the grace period for the use of paper-based probate applications until Monday 11 January 2021. • 92% of users said they are very satisfied or satisfied. Ready for examination – Application has all documentation and is ready to be assessed. 2. The online probate application service was developed by HM Courts and Tribunals Service (HMCTS) and made available to all practitioners in October 2019. This checklist must be completed. Based on the information you’ve given, you have everything you need to make your application for probate online. You will be asked for information about the applicant – the ‘admon will’ details. 3. You will need an email address to create your account. Once you have submitted your application, you will see a summary followed by information about what you need to do next. You can now move to section 6. Where we have identified any third party copyright information you will need to obtain permission from the copyright holders concerned. Grant issued – Application passed all checks, grant issued and to be despatched within 48 hours. You will see ‘Complete application’ added to the list. If you have a query while applying for a specific probate application online, including on intestate cases, call 0300 303 0648. HMCTS reports high levels of customer satisfaction with the new service. Case matching (Issue grant) – Caseworker checking if application details match any other cases in the system. You will be returned to the case details screen. It also explains that intestacy and admon will applications can be made online under certain conditions. If you need additional help with MyHMCTS email MyHMCTSsupport@justice.gov.uk. 2. Submitting the IHT400 to HMRC at the same time as your application to HMCTS will cause delays. I have 2 house completions on hold because the Grant has not been received. 7. Grant of probate created – Grant of probate is selected by the legal professional but the application not yet submitted. The only paper that will need to be sent to the probate service is the original will and inheritance tax documentation. GOV.UK uses cookies to make the site simpler. This publication is licensed under the terms of the Open Government Licence v3.0 except where otherwise stated. You will then be asked to complete a statement of truth. 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’. Payment will not be taken immediately but your PBA account must have sufficient funds to allow us to take the fee. 3. Application created – Application is started by the legal professional but not yet submitted. 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). You will be taken back to the event history step. We’ll send you a link to a feedback form. The definitions of these statuses are: Don’t include personal or financial information like your National Insurance number or credit card details. Complete and appropriate and then select ‘Continue’. You will now see the event history with the step you’ve just completed added (‘Deceased details’). You will then see an event history. Complete the fields as appropriate and select ‘Continue’. Case closed – Application has been withdrawn and closed on system. 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. You will be asked to check your answers. This form is for an application where the person who . The HM Courts & Tribunals Service (HMCTS) released a statement detailing how it plans to address its backlog of about 29,000 cases awaiting probate. 4. You must use your own email address even if someone helps with your application. Select ‘Go’ to continue. Select the appropriate options and then ‘Continue’. 1. If not, the application will be delayed. Provide notes on other information that does not need to be in the legal statement. 2. The questions you’re asked will depend on the options you select. This does not mean your case is not active. Select whether or not you have access to the will. 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