Key Post Checklist for DIY Probate

[galwegian44]

I copied this from another thread where the estate was quoted €7,000 for a "simple" probate. Brendan

The valuation of the property is not included in the solicitor's fees. I've put together a checklist for doing this and it doesn't seem that daunting as it's a simple will and all beneficiaries are on board. This is what I have so far, any additions greatly appreciated:

Gather Documentation​

• Obtain the Death certificate.
• Locate the Original will and any codicils.
• Collect details of all assets and liabilities.
• Gather personal details for all beneficiaries, including names, addresses, PPS numbers, and details of inheritances
• Arrange for the assets to be valued

Complete the Statement of Affairs (Probate) SA.2 Form​

• This is a Revenue form completed online via MyAccount or Revenue Online Service (ROS).
• The executor’s own MyAccount or ROS account is used to complete and submit the SA.2 Form.
• You will need information about the deceased, assets, liabilities, and beneficiaries.
• Submit the SA.2 form online; a Notice of Acknowledgement (Probate) will be generated in your Revenue inbox

Complete the Personal Application Form​

• Download and fill out the Personal Application Form.
• Prepare supporting documents:
• Original death certificate
• Photocopy of the will and codicils (do not send the original)
• Notice of Acknowledgement (Probate) from Revenue.
• Send the completed Personal Application Form and supporting documents to the Probate Office or your local District Probate Registry.
• Wait for an acknowledgement and appointment date from the Probate Office

Attend an Appointment​

• The executor (your wife) must attend in person with:
• Photo ID
• The original will and codicils
• The appointment is private (not in a courtroom).
• The probate official will review documents and may ask questions.
• The executor will swear an oath or affirmation confirming the accuracy of the application

Receiving the Grant of Probate​

• If everything is in order, the Grant of Probate will be issued, usually within a few weeks.
• This document allows the executor to access and distribute the assets according to the will.

Miscellaneous​

Completing your gift or Inheritance Tax return (IT38)

https://www.revenue.ie/en/gains-gif...ift-or-inheritance-tax-return-it38/index.aspx