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FREE SERVICES - Introduction  
We offer a set of pro-forma letters to be used in conjunction with the Probate Process. We also offer an asset valuation spreadsheet. Please feel free to explore the links below.
Pro-forma Probate Letters

We provide our pro-forma probate letters in three formats for your convenience. The pro-forma letters are designed to cater for the most commonly arising requirements when dealing with Probate. In most cases you will need to provide accompanying documentation (noramlly an authorised copy of the death certificate) and the role that you are acting in with your letters to validate your credentials for managing the probate process. For users with Microsoft Word we provide a formatted letter template (.doc). For users who do not have Microsoft Word please click on the unformatted (.txt) link. To view a sample of the letter template click on the sample link.

To view and download the the pro-forma letters click on this link.

 
Asset Valuation Spreadsheet

The asset valuation spreadsheet is provided in Microsoft Excel format. It allows you to keep track of the deceased's assets and assign valuations. The spreadsheet automatically provides asset totals that can be used in conjunction with IHT forms for probate filing. An additional document provides guidance and notes on completing the asset valuation spreadsheet.

To download the assest valuation spreadsheet and the accompanying notes click on this link.

 
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