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You’ve accepted all cookies. HMCTS has extended the grace period for the use of paper-based probate applications until Monday 11 January 2021. HMRC take 15 working days to process the IHT400 and issue an … Provide notes on other information that does not need to be in the legal statement. The case has been created but not yet submitted. 1. I tried to make contact with HMCTS last week and after waiting over 40 minutes, I got connected to a rude operator. You will then be asked to complete a statement of truth. The new system also allows up to four executors to apply for probate online. You will now see the event history with the step you’ve just completed (‘Apply for probate’). Select ‘Go’ to continue. Grant of probate created – Grant of probate is selected by the legal professional but the application not yet submitted. Redeclaration notifications sent – Email sent to applicant to confirm new statement of truth will be sent. The only paper that will need to be sent to the probate service is the original will and inheritance tax documentation. You will be asked to confirm that your client has agreed with the legal statement. Select ‘Go’ to continue. 1. Grant issued – Application passed all checks, grant issued and to be despatched within 48 hours. Caveat permanent – Registrar or district judge has confirmed a stop to the application as applied through a caveat. You can add additional executors if there is more than one. Case matching (Reissue grant) – Caseworker checking if application details match any other cases in the system. Select ‘No’ to changes and ‘Continue’. 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. A link is provided to the paper application guidance, which explains the exemptions and conditions. All content is available under the Open Government Licence v3.0, except where otherwise stated, Apply with letters of administration – without a will, Apply with letters of administration – with an annexed will, nationalarchives.gov.uk/doc/open-government-licence/version/3, confirm that your client has agreed with the legal statement until, Coronavirus (COVID-19): guidance and support, Transparency and freedom of information releases, Registered your organisation with MyHMCTS, letters of administration with will annexed, where the deceased left a will but none of the executors can apply, letters of administration, where the deceased left no will, grant of probate, where the deceased left a will, ‘Grant of probate’ or ‘intestacy’ or ‘admon’ details. You will need an email address to create your account. 1. The next set of screens ask for the deceased details. You will see ‘Complete application’ added to the list. You can change these details later. This form is for an application where the person who . You will be asked to select what details you wish to change: 2. 2. The questions you’re asked will depend on the options you select. The Government’s promise of a ‘quicker and more reliable’ probate service has spurred HMCTS to encourage legal professionals to use the online services by creating a ‘MyHMCTS’ account. You will then be asked to choose the application type: If you are making a grant of probate application, you will be asked 3 questions about the will before continuing. You will now see questions related to the type of application you have selected. The case is now saved but not yet submitted. Ready to issue – Case worker satisfied that all information is provided and correct. You will see your case status. Make sure you select ‘Any’ state to see all viewable cases. You will automatically receive one free copy of the grant. 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. You will be asked for information about the applicant – the ‘intestacy’ details. Create an account Based on the information you’ve given, you have everything you need to make your application for probate online. HMRC take 15 working days to process the IHT400 and issue an Inheritance Tax 421 (IHT421). 3. If you are the executor, the name you provide here must match the name you provide in the statement of truth. HM Revenue and Customs These will be scanned in and automatically attached to the relevant electronic application. 1. Published 19 … Application created – Application is started by the legal professional but not yet submitted. You must not confirm that your client has agreed with the legal statement until you and your client are satisfied. 3. Case matching (Issue grant) – Caseworker checking if application details match any other cases in the system. Each extra copy costs £1.50. 8. It also explains that intestacy and admon will applications can be made online under certain conditions. Select whether or not you have access to the will. 5. To do a more advanced search, select ‘Find case’. With a more advanced search, you can select for details to find the case you want to view or manage and then select ‘Apply’. If you need additional help with MyHMCTS email MyHMCTSsupport@justice.gov.uk. When complete, select ‘Continue’. 1. Before completing your application review the legal statement and decide if you need change it. Submitting the IHT400 to HMRC at the same time as your application to HMCTS will cause delays. We use cookies to collect information about how you use GOV.UK. 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” “I am still waiting for 3 Grant of Probate applications from August and my clients patience is now running very low. 1. 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. Examining – Application is being assessed by the case worker. Once you have a MyHMCTS account, you can sign in using your email address and password. However, many experts in the probate system, including legal practitioners and civil servants, remain sceptical of the benefits of the new online process. Stopped – Case worker has found an error with the application and will contact legal professional. This publication is licensed under the terms of the Open Government Licence v3.0 except where otherwise stated. 1. Make a copy of these details as you will not be able to return to this screen once it has closed. If you are satisfied, send this legal statement to your client to sign. This will enable them to be accessed remotely while staff may be working from home: Find out more . This includes what documents you need to send us and where to send them. When you are satisfied that they are correct, select ‘Save and continue’. You will be taken back to the event history step. All solicitors will be able to apply for probate online from 1 October, ... HMCTS said that it is issuing around 20,000 grants a month, of which 12,000 to 13,000 are from practitioners. This is a new service – your feedback (opens in a new window) will help us to improve it.Cymraeg. Case created – Application has been submitted by the legal professional and can be viewed by case workers. Email your feedback to probatefeedback@justice.gov.uk. 1. Case matching (Examining) – Caseworker checking if application details match any other cases in the system. 1. The online probate application service was developed by HM Courts and Tribunals Service (HMCTS) and made available to all practitioners in October 2019. Please ignore any reference to IHT421 that may appear in your application summary. You will need an email address to create your account. Use the drop-down boxes to select the jurisdiction, case type and event. Complete the details and select ‘Continue’. Select ‘Go’ to continue. It may be useful to reference who was working on the case when you contact us. 3. Submitting the IHT400 to HMRC at the same time as your application to HMCTS will cause delays. You can find your cases using the basic filter options and selecting ‘Apply’. 2. You will be asked to fill out your organisation’s details. 2. 4. You will be asked for information about the applicant – the ‘admon will’ details. Registrar escalation – Case worker has escalated to registrar for advice or order. You will then need to provide the executor’s details and if they are applying. Start your application by selecting ‘Create case’. The title of your email should be "I would like to be involved in giving feedback about the probate service". Awaiting redeclaration – Case worker waiting for a response to a stop letter. These forms can be sent to HMCTS Probate; the address is above. 4. You will be asked to check your answers. 2. Enter your Fee account number and select ‘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. Successor firms should add ‘which has succeeded to and carried on the practice of [successor firm’s name]. 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). PA1P — Probate application. MyHMCTS is an online case management tool for solicitors and other legal professionals managed by HM Courts and Tribunals (HMCTS). Once you have submitted your application, you will see a summary followed by information about what you need to do next. You can view your cases from your case list when you log into your account. Inheritance Tax 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. Awaiting documentation – Case worker is waiting to receive mailed documentation. The HM Courts & Tribunals Service (HMCTS) released a statement detailing how it plans to address its backlog of about 29,000 cases awaiting probate. Check that your application is not exempt and meets the conditions then select ‘Save and continue’. 2. Complete your application. Please ensure you include the word ‘Probate’ in the subject of your email. We convened a meeting between HM Courts and Tribunals Service (HMCTS) and some of our key stakeholders on Tuesday 14 May to discuss the ongoing delays to the probate service. 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. Application updated – Application is updated by the legal professional but not yet submitted. We use this information to make the website work as well as possible and improve government services. Select ‘Continue’. We aim to respond within 5 working days. You will now see the event history with the step you’ve just completed added (‘Grant of probate details’). SOT generated – New statement of truth is created and sent to applicant. Case closed – Application has been withdrawn and closed on system. Case printed (State/case printed) – Caseworker printed application. It will take only 2 minutes to fill in. 1. 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). 4. HM Courts & Tribunals Service (HMCTS) notes … Please move to section 3, 4 or 5 of this guidance depending on your application type. 3. 2. Ready for examination – Application has all documentation and is ready to be assessed. 4. 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