Probate Helpdesk

Enter the details of all Income and Expenditure made by the Estate here. Any description you give to an item on this page will appear in the Estate Accounts...

Enter the details of all costs that have been incurred during the administration of the Estate.

This page shows the Administration account of the Estate Accounts. Enter the Amount of IHT (if any) paid to the date that the Estate Accounts are to be ...

Here is where you enter the details of how the Estate is to be distributed. First select the type of Beneficiary you are entering by pressing the drop-d...

This page is where you can select Individual Forms R185 for any of the Residuary Beneficiares who are shown on the Beneficiary's Account page. You can c...

You should visit this page after every session you work on a case where you have made an entry in the Realised Value of the system.. It is where you rec...

This page is for keeping a record of any items that have been paid for by someone else rather than being paid out of your Client Account. So if an item ...