Probate Readiness Check · €79

Your Readiness Check

Fifteen questions, four short steps, about 10 minutes. Your answers save automatically in this browser. You can close the tab and resume later by returning to this page.

Step 1 of 5

Step 1 of 5: About the person who died

What is your relationship to the person who died? *
This determines which CAT threshold (Group A, B, or C) applies to you.
Did the person leave a will? *
Did the person have a spouse or civil partner who survived them? *
How many children did the person have? *
Including stepchildren and adopted children.

Step 2 of 5: The estate

Approximate total estate value *
Property, bank accounts, pensions, investments, personal possessions. Use your best estimate. You can refine later.
Did the person own a home? *
Does the estate include assets outside the Republic of Ireland? *
Does the estate include a business or farm? *
Are there joint bank accounts or investments with anyone other than a spouse? *

Step 3 of 5: Beneficiaries and history

Is there any dispute or disagreement among family members about the estate? *
Did you live in the person's home with them for at least 3 years before they died? *
This checks eligibility for the dwelling house exemption.
Did the person act as a parent figure to you during your upbringing? *
Only relevant for niece/nephew or more distant relationships. This may affect whether you qualify for Group A treatment.
Have you previously received gifts or inheritances from this person? *
CAT thresholds are lifetime limits. Prior receipts since 5 December 1991 count against the same group threshold.
Did the person have a Section 72 life insurance policy for inheritance tax? *
Section 72 policy proceeds are tax-free when used to pay CAT on the estate.

Step 4 of 5: Your situation

What is your biggest concern right now? *
This tailors the tone and priorities of your report.
Your report will arrive here within two minutes of payment.

Step 5 of 5: Ready to go

Your answers are saved. Click below to pay €79 and receive your personalised pack by email.

What happens next

  1. Stripe checkout opens in a new tab for €79.
  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.