PA14 Probate Form

A PA14 probate form is a medical certificate confirming that an individual doesn’t have sufficient mental capacity to manage the property and estate of someone who had died, as an executor or administrator.

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Who can Complete a PA14?

The PA14 can only be completed by a medical professional but many GPs are declining or feel unable to complete the form and associated mental capacity assessment.

 

Our qualified and experienced social workers are approved by the Government’s HM Courts & Tribunals Service to carry out mental capacity assessments for this specific decision and complete PA14s.

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Your Questions Answered

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  • What to expect

Our assessments usually take around an hour, and our friendly, experienced social workers do their best to make sure it's a comfortable and relaxed experience. We're accredited expert mental capacity assessors, so you're in good hands.

  • What's Included in the assessment?

Everything necessary is included, an assessment either face to face or via video link as well as a corresponding report. Where necessary our Social Workers will complete additional assessments such as a Montreal cognitive assessment and a financial decision tracker to strengthen their reports at no additional cos

 

  • Why Choose Nellie?

We have worked with official court solicitors to create a bespoke assessment report to assess and record the mental capacity of an adult to engage in court proceedings in the Family Court, the High Court, a county court, or the Court of Appeal.​

  • Who can complete a mental capacity assessment?

In cases involving complex or major decisions, you may need to get a professional opinion. The assessor must be an impartial, qualified professional, such as a doctor, nurse, or social worker.

  • Can we complete video-link or face to face assessments?

All of our international mental capacity assessments are completed vie our bespoke, integrated and secure video link software. Any easy to use and simple system 

 

Accreditations

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Social Work England is a specialist body taking a new approach to regulating social workers in their vital roles. All of our Social Workers are registered with Social Work England for your peace of mind. 

 

Our assessors are accredited Montreal Cognitive Assessment (MoCA) assessors with specific experience in completing capacity assessments and specialist reports.

All of our assessors have undergone extra training to become accredited financial vulnerability experts according to Lichtenberg standards, so they can provide even more detailed reports on mental capacity.

CASE STUDY

Matt was born with an acquired brain injury; for the majority of his life, he had lived with his mum and dad; however, when Matt's Dad passed away, Matt decided he needed additional support and didn't want to place that pressure on his elderly Mother. 

Matt moved to a supported living unit where he has been living for the past seven years. Sadly Matt's Mum, Veronica, recently passed away; as an only child, Matt was the only named beneficiary in the will and was named as an executor alongside a local solicitor. 

Due to Matt's acquired brain injury, the professional executor was concerned that Matt might not have sufficient capacity to manage the application for a grant or representation and contacted Matt's Local Authority Social Worker to complete a PA14 form. Unfortunately, the Social Worker declined but did suggest Matt's GP, who initially agreed. 

After three months of waiting for a response from Matt's GP, they finally came back to advise they were not able to complete the PA14 Form

Thankfully while waiting for the GP, the solicitor had contacted Nellie Supports; our team had visited Matt at his home and had the PA14 completed within a week of referral. 

Need help now?
Contact a member of our team