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Probate software

Complete Probate forms and administer the estate

Capture the estate once and complete more than 75 Probate and Inheritance Tax forms, then continue into accounts, correspondence and administration. Superlawyer is an HMRC-approved commercial software supplier.

  • Complete more than 75 Probate-related forms through one guided App
  • See IHT forms update alongside the estate information
  • Continue into STEP-compliant estate accounts and provider letters
Book a demo and trial See pricing
The first page of the PA1P probate application form
The first page of the HMRC IHT400 Inheritance Tax account
The first page of the IHT405 houses, land, buildings and interests in land schedule

75+

Probate-related forms

HMRC

Approved commercial software supplier

STEP

Compliant estate accounts

How it works in practice

Turn connected estate information into completed Probate forms

Work through the estate in a guided App and see the relevant Inheritance Tax forms take shape alongside it.

Guided Probate App

Capture the estate once and complete the forms it needs

Open the Probate App inside the matter and move through structured sections for the people, assets, liabilities, trusts, gifts and grant application. Superlawyer uses that connected estate information to complete supported fields and calculations across the forms the estate needs.

  • Estate information organised into clear, guided sections
  • More than 75 Probate and Inheritance Tax forms in one App
  • Supported fields and calculations completed from connected matter data
The Superlawyer Probate App showing guided estate sections, asset categories and a live IHT400 form preview
Estate information, the relevant forms and the wider matter kept in one connected view

Live IHT form preview

See each IHT form take shape as the estate is entered

On larger screens, keep the relevant Inheritance Tax form beside the Probate App. Each completed question updates the preview automatically, so practitioners can see its effect and switch between the IHT400 and supporting schedules without leaving the page.

  • Questionnaire and relevant IHT form visible side by side
  • Automatic preview updates as questions are completed
  • Switch between the IHT400 and supporting schedules
HMRC-approved commercial software supplier Approval confirmed by HMRC - our entry on the published GOV.UK supplier list is being added. View the official supplier guidance
A live IHT400 form preview shown beside the Superlawyer Probate questionnaire
The relevant IHT form updates automatically as estate information is completed

Estate administration

Administer the estate, not just the forms

The same estate information carries on into the administration. Draft provider letters - such as requests to banks for closing balances - prepare full STEP-compliant estate accounts, and track the estate's assets through valuation, sale or transfer, all from the matter.

  • Pre-loaded provider letters, ready to send to banks and organisations
  • Full STEP-compliant estate accounts with built-in annuity and relief calculations
  • Assets tracked through valuation, sale or transfer as administration progresses
A Superlawyer Probate matter showing its Estate, Inheritance Tax and Beneficiaries tabs with the grant type, estate value and asset notes
The estate, its value and the grant tracked on the matter - with the team's progress alongside

From estate to grant

Capture the estate once, use it everywhere

Estate details flow into the IHT and probate forms, then on into administration and accounting.

  1. Open the drafting App

    Start the specialist Probate questionnaire from the connected matter.

  2. Capture the estate once

    Record the relevant people, assets, liabilities, trusts, gifts and decisions in structured sections.

  3. Complete and preview the forms

    Create the relevant forms from the estate information and see them update alongside the App.

  4. Administer and account

    Prepare provider letters and STEP-compliant accounts while keeping the complete matter history connected.

Frequently asked questions

The practical details

Clear answers to the questions private-client practices commonly ask before taking the next step.

How does the Probate drafting App fit into estate administration?

The App captures connected estate information and uses it to complete supported fields and calculations across more than 75 Probate forms and configured accompanying documents. The same matter then supports the accounts, correspondence, tasks and financial activity needed as administration progresses.

Is Superlawyer an approved commercial supplier for Inheritance Tax forms?

Yes. Superlawyer has been approved by HMRC as a commercial software supplier for Inheritance Tax forms, and our entry on the published GOV.UK supplier list is being added. HMRC states that it can accept forms produced using software from approved suppliers.

What estate administration tools are included?

Superlawyer includes full STEP-compliant estate accounts, built-in annuity and relief calculations, and pre-loaded provider correspondence such as letters requesting closing balances from banks and other organisations.

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Give every matter a clear path and next action.

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See Superlawyer in practice

Give your team a more connected way to work

Start with a quick guided demonstration, then explore Superlawyer in an assisted 14-day trial. No payment details are required.

Book a demo and trial See pricing