--- title: How do I prepare a PA1P or PA1A court form? description: This article guides you through how to generate the PA1 court forms. --- [Skip to content](https://knowledge.exizent.com/prepare-pa1#main-content) ![Exizent\_logo\_non-fixed\_White\_Large.png\]](https://knowledge.exizent.com/hs-fs/hubfs/Exizent_logo_non-fixed_White_Large.png?height=45&name=Exizent_logo_non-fixed_White_Large.png) Open main navigation Close main navigation Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://knowledge.exizent.com/?hsLang=en) 2. [Forms](https://knowledge.exizent.com/forms?hsLang=en) 3. [Court Forms](https://knowledge.exizent.com/forms?hsLang=en#court-forms) # How do I prepare a PA1P or PA1A court form? ## This article guides you through how to generate the PA1 court forms. ❗ In order to generate a PA1 form you must first [create a case](https://knowledge.exizent.com/knowledge/create-case?hsLang=en), [add at least one executor](https://knowledge.exizent.com/knowledge/how-do-i-add-people-to-my-case?hsLang=en) and [at least one asset to your case](https://knowledge.exizent.com/how-do-i-add-assets-to-my-case?hsLang=en) - Locate the case you wish to run the PA1 form on. [How do I find a case I'm working on?](https://knowledge.exizent.com/knowledge/locate-my-case?hsLang=en) - Click the **Documents & forms** button on the left hand side menu of your **Estate overview** ![20220811 Documents and Forms outline (Menu)](https://knowledge.exizent.com/hs-fs/hubfs/Knowledge%20Base/Knowledge%20Base%20screenshots/20220811%20Documents%20and%20Forms%20outline%20(Menu).png?width=174&name=20220811%20Documents%20and%20Forms%20outline%20(Menu).png) - Select the **Court forms** option, then the required PA1 form from the dropdown ![20220126 Generate PA1 with outlines and arrows](https://knowledge.exizent.com/hs-fs/hubfs/Knowledge%20Base/Knowledge%20Base%20screenshots/20220126%20Generate%20PA1%20with%20outlines%20and%20arrows.png?width=688&name=20220126%20Generate%20PA1%20with%20outlines%20and%20arrows.png) - Click **Generate form** - You will now see the PA1A/P form pre-populated with some information you have already added to your case on the platform 💡 White fields are **not editable**. This is because they are pre-populated with information entered into your case on the platform  To edit information in white fields you must go to where you originally entered the data, update the information and save. When you re-open your PA1 form the information will have automatically updated. For example, if you have misspelt the deceased's name, go back to your **Estate overview**, click into the deceased's details, update the name with the correct spelling and click **Save**. Go back and open your form to see the correct spelling displayed 💡 Grey fields **are editable** - To edit information in grey fields simply update the information on the form as necessary. Be sure to save as you go by clicking **Save & close** - You have the option to **Save & close**, **Cancel & close**, **Download** *(to use as a reference when completing the PA1 form online via HMCTS)* or **Print** *(for sending to a client for signature)* ![20220811 PA1 Editor buttons ](https://knowledge.exizent.com/hs-fs/hubfs/Knowledge%20Base/Knowledge%20Base%20screenshots/20220811%20PA1%20Editor%20buttons%20.png?width=567&name=20220811%20PA1%20Editor%20buttons%20.png) - Your **PA1** form will be securely stored within your **Court forms** tab of the case. Simply return and open to view, edit and update whenever you need 👍 Your PA1 form will remain stored in your **Court forms** tab so you can access at any time 👍 The platform populates the PA1 form with the most up to date case information every time you open the form so you can have confidence the form is always up-to-date 👷 Our team are regularly making improvements and adding new features. Some things may have changed since this guide was written as functionality gets even more fabulous. If you need further assistance, please contact the Customer Success team who are always happy to help 🖥️ **Chat to us** through the knowledge base - click the chat icon in the bottom right corner of this page ☎️ **Call us** on **020 8152 2902** ✉️** Email us** on support@legal.exizent.com   - [Getting Started](https://knowledge.exizent.com/getting-started?hsLang=en#main-content) - [Getting Started](https://knowledge.exizent.com/getting-started?hsLang=en#getting-started) - [Troubleshooting setup issues](https://knowledge.exizent.com/getting-started?hsLang=en#troubleshooting-setup-issues) - [Multifactor Authentication (MFA)](https://knowledge.exizent.com/getting-started?hsLang=en#multifactor-authentication-mfa) - [Invoicing](https://knowledge.exizent.com/getting-started?hsLang=en#invoicing) - [Adding people related to your case](https://knowledge.exizent.com/adding-people-related-to-your-case?hsLang=en) - [Assets & Liabilities](https://knowledge.exizent.com/assets-liabilities?hsLang=en) - [Correspondence](https://knowledge.exizent.com/correspondence?hsLang=en) - [Creating and Managing a Case](https://knowledge.exizent.com/creating-and-managing-a-case?hsLang=en#main-content) - [Creating a Case](https://knowledge.exizent.com/creating-and-managing-a-case?hsLang=en#creating-a-case) - [Managing your case](https://knowledge.exizent.com/creating-and-managing-a-case?hsLang=en#managing-your-case) - [Managing the people who can work on your case](https://knowledge.exizent.com/creating-and-managing-a-case?hsLang=en#managing-the-people-who-can-work-on-your-case) - [Estate Accounts](https://knowledge.exizent.com/estate-accounts?hsLang=en#main-content) - [Estate accounts output](https://knowledge.exizent.com/estate-accounts?hsLang=en#estate-accounts-output) - [Income](https://knowledge.exizent.com/estate-accounts?hsLang=en#income) - [Expenses](https://knowledge.exizent.com/estate-accounts?hsLang=en#expenses) - [Distributions](https://knowledge.exizent.com/estate-accounts?hsLang=en#distributions) - [Estate accounts tabs](https://knowledge.exizent.com/estate-accounts?hsLang=en#estate-accounts-tabs) - [Forms](https://knowledge.exizent.com/forms?hsLang=en#main-content) - [Inheritance Tax Forms](https://knowledge.exizent.com/forms?hsLang=en#inheritance-tax-forms) - [Court Forms](https://knowledge.exizent.com/forms?hsLang=en#court-forms) - [Managing Forms](https://knowledge.exizent.com/forms?hsLang=en#managing-forms) - [Integrations](https://knowledge.exizent.com/integrations?hsLang=en#main-content) - [Actionstep](https://knowledge.exizent.com/integrations?hsLang=en#actionstep) - [Clio](https://knowledge.exizent.com/integrations?hsLang=en#clio) - [LawWare](https://knowledge.exizent.com/integrations?hsLang=en#lawware) - [P4W](https://knowledge.exizent.com/integrations?hsLang=en#p4w) - [Smokeball](https://knowledge.exizent.com/integrations?hsLang=en#smokeball) - [Other systems](https://knowledge.exizent.com/integrations?hsLang=en#other-systems) - [User Management](https://knowledge.exizent.com/user-management?hsLang=en#main-content) - [Account Settings & Access](https://knowledge.exizent.com/user-management?hsLang=en#account-settings-access) - [Valuation tools](https://knowledge.exizent.com/valuation-tools?hsLang=en) [![Chill listening crop-3](https://knowledge.exizent.com/hs-fs/hubfs/Website%20Assets/Exizent_logo_non-fixed_Black_Large.png?width=108&height=24&name=Exizent_logo_non-fixed_Black_Large.png "Chill listening crop-3")](http://exizent.com) Exizent Knowledge Base Copyright © 2026, Exizent Ltd