Compare your options
If you know you need Confirmation, the next step is deciding how to do it:
DIY, Guided DIY (My Probate Partner), or
a solicitor. We explain the options, how they compare, and how we can help.
Your best route through Confirmation
To work out which route is right for you, it helps to know whether the person who died had a Will and the approximate value of their estate. In practice, the right route comes down to two things:
1) The estate
What the estate involves, including how assets are held, whether there are tax considerations, and any family complications
2) Your preferences as an Executor
How much of the process you want to take on, and how confident you feel about the administrative and legal detail
How My Probate Partner works
1 Submit your information
Complete our secure online questionnaire or use our interactive guide.
2 We prepare or check your application
Your case manager (or our review team for self-service) ensures everything meets the Court’s strict standards.
3 You review and submit
We send you a court-ready pack with clear instructions for signing and submitting to the Sheriff Court, within 10 working days.
4 Get Confirmation
The Court processes your application. If they raise any queries, we help you respond at no extra cost.
5 Finalise the estate
Use our Estate Closure Guide to release funds, settle debts, and distribute to beneficiaries.
! Extra steps may be needed
If there is no Will, there are extra steps. You need to be appointed as Executor first, and in most cases you need a Bond of Caution (an insurance policy the Court requires before allowing an application). We prepare the applications for both as part of our service.
Why others trust us
Fixed fee services
Fair, transparent pricing
1,300+
Executors we've helped to get Confirmation
Money back guarantee
No risk if you choose the wrong service or we can't get you Confirmation
97%
Your chance of success on the first try, if you use us. If unsuccessful, we'll fix it
Why applying without help is harder than it looks
The Court applies strict standards to every Confirmation application, and its own guidance does not cover every situation. The clerks are not legally trained and are not able to help you work through problems.
Areas where people get caught out include:
- knowing which assets to include and at what value
- declaring certain types of gifts made before the person died
- understanding how different types of ownership affect the estate
- Wills made at home or by a Will writer (rather than a solicitor), which can cause problems and delays
Even if the Court accepts an application, errors or omissions can still be flagged later by HMRC.
FAQs
Got a question? We’re here to help.
Your next step
Not sure if you need Confirmation? Use our Confirmation Checker tool. If you are confident you need Confirmation and are ready to see what services we offer to help you, explore our Support Services page.