Probate made simple

Work through probate step by step, keep the estate organised, and always know what needs doing next, from the first checks to the final accounts.

One estate record. Every stage connected.

Executor task management for a guided journey with clear next steps.
Inheritance tax and probate preparation with built-in checks before you generate documents.
Executor correspondence tracking for letters, replies and follow-ups.
Estate accounts software for ledger activity and account exports with an audit trail.

Start with the basics
Record the key details about the person who died, the will, the executors, and the type of estate you are dealing with.
Add people and key documents
Keep beneficiaries, useful contacts, and important estate documents together from the start.
Build the estate record
Add assets, liabilities, balances, and supporting details so you have a clear picture of the estate.
Work through inheritance tax
Use the estate information you have already added to understand the IHT position and prepare the relevant forms.
Prepare the probate application
Work through the probate paperwork with the right records and supporting information already in place.
Manage the estate through to completion
Track correspondence, record estate money in and out, and prepare estate accounts and final records when the administration is complete.

Ask a plain-English question about probate or handling an estate. Halsey will give you a clear answer and help you take the next step.

Get the structure and guidance to handle a straightforward estate yourself, for one fixed price.

Build one reliable estate record, then use it across probate, inheritance tax, correspondence and final accounts.