Annotated probate forms for legal professionals

We’ve been working with HM Courts and Tribunals Service (HMCTS) to provide further resources to help legal professionals to make probate applications.

Annotated PA1P and PA1A forms

The PA1P and PA1A forms have been annotated with the registrar’s comments.

The annotated forms, coupled with the updated FAQs, can help you in applying for probate when using the paper forms.

Download the annotated PA1P form (PDF 1.54 MB)

Download the annotated PA1A form (PDF 999 KB)

Download the updated FAQs (PDF 556 KB)

Ian Bond, chair of our Wills and Equity Committee, said:

“The Law Society welcomes the publication of the registrars annotated forms which arose from helpful discussions between the Registrars and the Law Society, STEP and SFE. The annotated forms alongside the FAQs are a real help to the solicitor profession in making paper applications for grants of representation.

“It’s encouraging to see a steady increase in the number of professionals using the online application system which in time will become the default method of applying for grants of representation.”

We continue to meet with HMCTS to keep the probate service under review on behalf of our members. Our next meeting is on 22 July.

Register for the online probate service

We encourage members to consider registering for the online probate service.

With the online service, you can:

  • monitor the stages of your application without needing to phone HMCTS for an update
  • receive notifications of any status changes – such as if there has been a stop

Kieran Bowe, member of our Wills and Equity Committee, has been involved in our regular probate meetings with HMCTS.

He recently hosted an online probate applications webinar as part of the Private Client Section annual conference.

Members of the Private Client Section can download a copy of the slides and watch a recording.

Volunteer to give online probate service feedback

HMCTS is looking for feedback volunteers to help them improve member experience of the online probate service.

It would like to speak with people who are using the service in MyHMCTS, as well as those who are considering registering.

HMCTS would like to understand more about the people who are entering the information, and what their experience is like – both challenging and positive.

The interview would take around an hour at a time that’s convenient for you.

If you’re interested in taking part, email probatefeedback@justice.gov.uk.