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First time probate - naturally confused
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crikaus
Posts: 94 Forumite

Everything to pass to partner (cash accounts, homes all in joint tenants) Except a s&s ISA, even though this will pass to the spouse as per the will.
The ISA company want probate so it looks like I'll have to do probate just for this one item, the fact is the name individual savings account is a clue why it's not joint, rant over!
The dead ones share is above the NRB, house below RNRB.
My plan is to do probate application form online, However I want to fill in IHT205 by paper, the online version is too complicated.
1) So if I fill in proabe online, pay and then send will, 2 copies and iht205 by post, does this sound correct?
2) how accurate does the house prices need to be, I remember reading somewhere if passing to a spouse an estimate is sufficient?
3) I assume on surviving partners death, they'll be 2 X NRB and 2 X RNRB
The ISA company want probate so it looks like I'll have to do probate just for this one item, the fact is the name individual savings account is a clue why it's not joint, rant over!
The dead ones share is above the NRB, house below RNRB.
My plan is to do probate application form online, However I want to fill in IHT205 by paper, the online version is too complicated.
1) So if I fill in proabe online, pay and then send will, 2 copies and iht205 by post, does this sound correct?
2) how accurate does the house prices need to be, I remember reading somewhere if passing to a spouse an estimate is sufficient?
3) I assume on surviving partners death, they'll be 2 X NRB and 2 X RNRB
0
Comments
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Are you sure its complex, i didnt find it so its just a list of maybe 15 items you go through. Theres no different info in it than if you fill in a paper form?Have a go at it, you can take sections one at a time. You can always give up and go to paper.IHT205, online or post, comes first BTW, before probate, in your wording you have it the other way round.0
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