What happens once I have the date of death balances for all the accounts?

Unless the Estate is an Excepted Estate for Inheritance tax purposes then you will need to submit IHT forms to HMRC. If you are using Settld Probate, we will collect a few more details from you so that the probate application can be completed. You will then need to check the application, sign and submit it by post once you are ready, and pay the application fee of £273.