Probate Navigator · Accuracy review

A quick accuracy review, from someone who knows probate

Below are the specific claims on the site I'd value your eye on. Each one is quoted exactly as it's published, with the GOV.UK / HMRC source it cites. For each: tap Confirmed or Needs correction, and add a note if you'd reword it. You don't need to see the live site.

Scope: England & Wales · free public information site, no monetisation  ·  Figures verified at source: 27 June 2026  ·  Review packet: 28 June 2026
You're not endorsing any legal service. The site only ever explains the process and links out to GOV.UK — it never prepares, completes, or submits a PA1P, PA1A or any probate / Inheritance-Tax form on anyone's behalf (this is enforced in the code, not just policy). Every page already carries: "general information, not legal advice… England and Wales… for complex estates, consider speaking to a solicitor." Your review confirms the accuracy of general explanatory content — nothing more.
A little more context (optional — read first if you like)

What the site is

Probate Navigator is a free, plain-English website that helps recently bereaved families in England & Wales understand probate and Inheritance Tax, then links out to official GOV.UK / HMRC pages to act. No ads, no lead-selling, no paid product. Its whole point is being accurate, dated and source-checked where many free guides are vague or out of date (most still mention the abolished IHT205 form).

What being the named reviewer means

You'd confirm the general content is accurate as at the review date — you are not advising any individual reader. Your name + credential would appear in a small "Reviewed by …" byline (and the page's structured data). Nothing else is attributed to you; no reader can contact or instruct you through the site. Your byline reflects a point-in-time review; if a figure changes materially we flag it for re-review rather than silently re-attributing it to you. If being publicly named conflicts with your SRA / employer / PII obligations, say so — the site already runs fine with an anonymous "a qualified probate case manager" byline.

What I need back from you

For each of the 7 items: a verdict + any note. For Item 7: your byline wording + explicit consent. And anything else that reads as if it's advising an individual rather than explaining the general position.

Item 7 — Your byline, credentials & consent

Component: reviewer-byline.tsx · currently shows the placeholder "Reviewed by a qualified probate case manager"

Your real name is not in the code — it's held behind an unset variable until you confirm. I've invented no name, firm, credential or regulator number. When you confirm, the byline renders as "Reviewed by [Your Name], [your title]."

Full name as you want it shown publicly
Professional title / credentials (exact wording) e.g. STEP Affiliate · Chartered Legal Executive · Solicitor — current default in code is "Probate case manager"
Regulator and/or firm to display (if any) e.g. SRA-regulated firm + SRA number · CILEx · STEP — or "none / do not display a firm"
Consent to be named publicly as the site's reviewer
Any wording to add or remove from the byline

Anything else?

If any other page or sentence reads as if it's advising an individual rather than explaining the general position — or needs an extra caveat — note it here.

Sign-off

Your name
Date of review
Overall
0 of 7 answered · when done, tap Submit ✓ saved