Complete Probate Bundle · €449

Your Complete Bundle

About 30 to 45 minutes. Your answers autosave in your browser. Gather the death certificate, the will, a rough asset and liability list, beneficiary PPS numbers, and prior-gifts information before you start.

Step 1 of 9

Step 1 of 9: Deceased

The person who has died.

Revenue needs this to match its records. Usually on the deceased's tax correspondence or state pension letters.

Step 2 of 9: Executor

You, the person applying for probate.

Where we send the completed pack.

Step 3 of 9: The will (or intestacy)

The starting document for the application.

Is there a valid will? *
Typically at a solicitor, in the deceased's home, or in a bank safety deposit box.
If yes: are you named as executor in the will? *

Step 4 of 9: Estate assets

A rough outline. Exact valuations will be requested from institutions after your pack arrives.

Did the deceased own any property (house, apartment, land)? *
A rough figure is fine. A proper valuation is requested from the estate agent as part of the pack workflow.
Did the deceased have pension benefits paying out on death? *
Life insurance policies? *
Any assets outside Ireland? *
If yes, consider professional advice. The Preparation Pack assumes Irish-only estates.

Step 5 of 9: Beneficiaries

Up to 8 beneficiaries. Enter what you know; estimates are fine.

For each beneficiary

Rows appear here based on your answer above.

Step 6 of 9: Institutions to notify

We generate personalised notification letters for each institution you select. Select all that apply.

Banks and credit unions where the deceased held an account
Utilities and services
Government bodies
Pensions and insurance
Property and shares

Step 7 of 9: CAT and reliefs

Extra questions for the Complete Bundle's CAT workbook, Dwelling House Exemption review, and Section 72 review. If any of these don't apply, select the 'Not applicable' option and move on.

Is any beneficiary claiming the Dwelling House Exemption on the family home? *
The Dwelling House Exemption removes CAT where a beneficiary lived with the deceased for the three years before death, owns no other home, and will continue to live in the house for six years (waived if aged 55+).
Did the deceased have a Section 72 life insurance policy in place? *
A Section 72 policy is a specific type of whole-of-life policy designated to fund CAT. Proceeds used to pay CAT are exempt from CAT themselves.
Is Agricultural Relief being claimed on any part of the estate? *
90% reduction on qualifying farm property where the beneficiary is an active farmer (or leases to one) and meets the 80% agricultural property test.
Is Business Relief being claimed on any part of the estate? *
90% reduction on qualifying trading businesses or unquoted company shares held by the deceased for at least 2 years.
Has any beneficiary received prior significant gifts from the deceased (or same CAT Group) since 1991? *
Aggregation: every lifetime gift above €3,000/year counts against the beneficiary's threshold. This affects every IT38.

Step 8 of 9: Final check

Last inputs before payment.

Stage you are at now *

Step 9 of 9: Ready to go

Your answers are saved. Click below to pay €449 and receive your personalised pack by email.

What happens next

  1. Stripe checkout opens in a new tab for €449.
  2. On payment confirmation, your answers are sent for processing.
  3. Your personalised deliverables are generated and emailed to you.
  4. You receive follow-up emails over the next week or two with practical next steps, no spam.

30-day refund for quality issues. Your answers are deleted 30 days after delivery.

When you should use a solicitor instead

ProbatePack is preparation support for personal applicants with straightforward estates. Use a solicitor if any of these apply:

  • Disputes or disagreements between family members
  • Assets outside Ireland
  • Estate value above approximately €1 million
  • Business or agricultural property needing relief structuring
  • A contested will, or claims under Section 117 of the Succession Act
  • Minor or incapacitated beneficiaries

See the full list of complexity triggers.

Preparation support, not legal advice. If your situation involves a contested will, overseas assets, or business property, consult a solicitor instead.