Form Builder
Probate application forms are notoriously complex. The PA1P alone has over 300 fields, and a single error can result in rejection and weeks of delay. EstateCopilot populates every applicable field automatically from the data you've already entered - you just review, print, and sign.
Key Benefits
Everything it does for you
PA1P for testate estates
The PA1P (Probate Application - with will) is auto-filled, including the GOV.UK IHT checker values in Section 7.6.
PA1A for intestacy
If there is no will, we generate a PA1A (Probate Application - without will) tailored to the rules of intestacy.
C1 for Scottish Confirmation
Scottish estates use Confirmation rather than Probate. We generate the C1 form, assign the correct Sheriff Court based on postcode, and include tiered fee guidance.
IHT checker values auto-populated
The five GOV.UK IHT checker values are automatically calculated and inserted into the correct form fields, eliminating a common source of errors.
Submission checklist included
Each form download comes with a checklist: which documents to include, where to send the application, current court fees, and typical processing times.
How It Works
Up and running in minutes
Complete your estate profile
Add assets, debts, beneficiaries, and run the IHT assessment. The form builder pulls from all of this data automatically.
Open the form wizard
Launch the Probate or Confirmation wizard. We walk you through any remaining questions specific to the form, then generate your completed PDF.
Review, print, and submit
Download the pre-filled PDF, check it over, add your wet signature, and follow the included submission instructions to send it to the Probate Registry.
Frequently Asked Questions
Common questions about form builder
Ready to setup your first estate?
Join executors across England, Wales, Scotland, and Northern Ireland using EstateCopilot to administer estates with confidence.
Related Features
Asset & Debt Tracking
Organize bank accounts, property, investments and debts. See if probate is even needed. Our asset tracked includes a bank threshold checker for all UK banks.
Learn moreSmart Task Management
When grief makes it hard to think clearly, EstateCopilot tells you exactly what to do next - no more lying awake wondering if you've missed something.
Learn morePlain English Guidance
Estate administration is full of legal jargon. We translate all of it, so you always know what you're doing and why, even if you've never dealt with anything like this before.
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