Probate Estate Valuation Calculator
Our Probate Estate Valuation Calculator is designed to help you work through the estate valuation for probate process in a structured way. It prompts you to list assets and liabilities so you can estimate the gross and net value of estate for probate. This can be a useful starting point if you are trying to understand the likely value of an estate before applying for probate, requesting legal advice, or preparing inheritance tax information (you may also be interested in our quick inheritance tax calculator) .
The valuation of estate for probate can involve much more than adding up a few obvious assets. Property, bank accounts, savings, investments, vehicles, jewellery, household contents, money owed to the deceased and other assets may all need to be considered. Liabilities also matter, as debts and certain expenses can affect the overall position. By entering figures step by step, this calculator helps you create an estimated picture of both the gross estate and the net estate.
How to use the calculator
Start by adding each known asset under the most suitable heading, such as property, bank accounts, investments, personal possessions, business interests or money owed to the deceased. Then add any known liabilities, such as mortgages, loans, credit cards, unpaid bills, tax owed or funeral expenses. As you enter figures, the calculator will estimate the gross and net value of estate for probate automatically.
Save, Email or Print Results
Save to Browser
Your entries are saved automatically in this browser on this device. If you return to this page later using the same browser and device, your saved entries should still be here.
If you clear your browser data, use a different browser, or change device, the saved data may not be available.
It is sensible to bookmark this page if you expect to return and continue later.
Email or Print
We also offer an email or print option so once you have completed the calculations, you can save the information or send it to professional advisors or any other interested parties.
Probate Valuations
If you are unsure about the value of any asset, the figure should be treated with caution. The Probate Network can help you request specialist support where needed, including probate quotes for legal advice, RICS valuations for property, and valuations for chattels, jewellery, antiques, art and other personal possessions. This can be particularly important where the valuation of estate for probate is not straightforward, where there may be inheritance tax implications, or where an executor wants stronger evidence to support the figures used.
If the gross estate value indicates a significant Inheritance Tax or administration cost liability, an estate expenses loan can help cover these costs before the estate is distributed.
Probate Estate Valuation Calculator
Use this tool to build an estimated estate value by adding assets and liabilities as at the date of death. Your entries are saved automatically in your browser on this device, so you can return later and continue.
Assets
Property
Bank accounts and savings
Investments
Pensions and insurance
Business interests
Vehicles
Jewellery, art and valuables
Household and personal possessions
Money owed to the deceased
Other assets
Liabilities
Mortgages
Secured loans
Unsecured loans
Credit cards and overdrafts
Household and utility bills
Tax owed
Funeral expenses
Other liabilities
Estate valuation summary
Need help checking the estate value?
If you need help valuing assets, understanding probate, or speaking to a probate professional, we can help you connect with suitable specialists.
Get probate help- Your entries are saved automatically in this browser on this device.
- If you return to this page later using the same browser and device, your saved entries should still be here.
- If you clear your browser data, use a different browser, or change device, the saved data may not be available.
- It is sensible to bookmark this page if you expect to return and continue later.
- Premium Bonds and smaller savings accounts
- Money owed to the deceased
- Overseas assets
- Valuable jewellery, watches, art and collectibles
- Life insurance not written in trust