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    EstateCopilot
    Over 300 fields filled automatically

    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.

    Screenshot: Form Builder in EstateCopilot

    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

    1

    Complete your estate profile

    Add assets, debts, beneficiaries, and run the IHT assessment. The form builder pulls from all of this data automatically.

    2

    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.

    3

    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.

    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.

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    Smart Task Management

    AI suggests your next 3-5 tasks based on what you've completed. Never wonder 'what now?'

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    Plain English Guidance

    Every step explained in clear language. Tooltips, examples, and context when you need it.

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