IHT and Probate Builder

Work through the tax and probate paperwork with guidance.

Estate Suite helps you see what forms may apply, gather the right details, and prepare the paperwork without jumping between different parts of the estate.

See the full product journey

What this feature helps with

  • See what forms may apply before you start
  • Add relief and exemption forms only when they apply
  • Prepare the forms from estate details you have already recorded
Estate Suite IHT page showing form guidance, relief selections, and form preparation
What forms may apply, what supports them, and what comes next stay together. You can review the likely forms, add reliefs where they apply, and prepare the pack from the same estate record.

Keep the paperwork in one guided flow.

  1. See what forms apply: The page helps you understand the likely forms before you move on.
  2. Add supporting details: Optional relief forms and supporting documents can be reviewed in the same flow.
  3. Prepare the final forms: Required forms, downloads, and next steps stay together in one place.

Before you pay

Start free. Unlock the estate for £249 when you are ready.

Open the estate, see how the workflow works, and use the guides before deciding to unlock the full workspace.

  • Open the estate before paying
  • Flat £249 per estate
  • Guides available without an account
  • Tasks, forms and records stay together

Read before you start

Useful guides for the first questions

Browse the knowledge base for the full executor guidance library.

Ready when you are

Start with the guided assessment first.

Begin the assessment now, then create the estate workspace from the completed answers when you are ready to continue.

Start free, then unlock the estate workspace for £249 per estate when you are ready to work live in the record.

See how it works Return home