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Probate, on the same client file as everything else

Azmora is drafting software. Preparing probate papers for a fee is a reserved legal activity under the Legal Services Act 2007, so your firm must be authorised by an approved regulator.

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At a glance
  • Grant of ProbateA valid will exists
  • Letters of AdministrationIntestacy - no will
  • Excepted estate checkHeadline IHT figure if not excepted
  • Application formsPA1P and PA1A, filled from the matter
  • Sign-offYour firm reviews, signs off and files

The work this supports

Grants, intestacy, excepted estates

Grants and Letters of Administration. PA1P and PA1A filled, intestacy and excepted estates checked.

Sample output

Fictional sample probate for Jane Whitfield, marked draft
Fictional sample, marked draft. Not a client document.
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Checks and limitations

Checks depend on the answers recorded and the supported rules for this document. They do not establish that every legal issue has been identified. Your firm must check the facts, the output and the steps needed for execution or submission.

Azmora supports England and Wales. It provides software, rather than legal advice.

Access to the software does not authorise a firm to carry out reserved probate activities.

Contains public sector information licensed under the Open Government Licence v3.0.
Not affiliated with or endorsed by HM Land Registry, the Office of the Public Guardian or HM Courts & Tribunals Service.

Probate - questions

Is Probate available today?
Yes. It runs on the same client file and legal checks as Wills, LPAs and Trusts. Preparing probate papers for a fee is a reserved legal activity, which means only authorised people may do it. Your firm must be authorised by an approved regulator, such as the SRA, and must review and sign off the papers.
What does Probate draft, and does Azmora file it?
It drafts the application from the facts already on the matter. That is a Grant of Probate where a valid will exists, or Letters of Administration where there is no will (an intestacy). It checks whether the estate is excepted and, if not, works out the headline IHT figure. Azmora drafts the papers; your firm files them. Nothing is submitted to the Probate Registry from Azmora.
Why does Probate come with an authorisation requirement?
It is available like the rest of Azmora. The difference is on your firm's side. Wills, LPAs and Trusts are generally not reserved activities. Probate papers prepared for a fee must be prepared by, or supervised by, an authorised person. Azmora prepares the draft. Your firm's authorised person reviews and signs it off.

Page updated 2 November 2026.

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