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Personal Details
The Estate
Income and Debts

1. Personal Details

Do you require a full Estate Administration service or a simple Grant of Probate only service?

What is Full Estate Administration?
The solicitor will obtain the Grant of Probate, then administer the distribution of the estate, payment of any debts and deal with the banks, shareholders etc., as set out in the Will or Rules of Intestacy and deal with all formal inheritance tax issues with HMRC. Unlike the Grant only service, the solicitor carries out the majority of the work.

What is a Grant of Probate only service?
The solicitor will complete all the forms and apply to the court for the Grant of Probate or Grant of Representation as appropriate, but will not administer the distribution or settlement of the estate and will not deal with any banks or debtors etc. You or the other executors will undertake this administration work yourselves.

Details of the Deceased

Date of death

Is there a surviving spouse or civil partner?

Was the deceased a widow or widower?

Did the deceased inherit the entire estate of their spouse/civil partner?

What was the value of the previously inherited estate?

Please select a value

Is the estate estimated value more than £325,000?

What is your relationship to the deceased?

2. The Will

Did the deceased leave a Will?

Do you know where the Will is?

How many variations to the latest Will have there been?

Number of variations

How many executors are there to the Will?

Number of executors

3. Power Of Attorney

Did the deceased grant a Power of Attorney to anyone?

4. Details of Beneficiaries

How many beneficiaries are there?

Number of beneficiaries over 18

Number of beneficiaries under 18

Was anyone financially supported/maintained by the deceased at the time of his or her death?

Children

Spouse/Partner(s)

Former Spouse/Partner(s)

Other

1. Assets

Is there any loose cash?

Where is the cash now?

Amount of loose cash

Are there any National Savings Certificates?

Security 1Hide

Type of investement?

Value of investment

Note: Add up to 120 securities

Are there any bank or building society accounts?

Account 1Hide

Type of account?

Joint account?

Total held in this account

Note: Add up to 120 accounts

Are there any private pension arrangements?

How many pension schemes are there?

Choose the number

Are there any securities such as gilts, bonds, unit trusts, shares?

Security 1Hide

Type of security ?

Value of security

Note: Add up to 30 securities

2. Property Details

Did the deceased own any property ?

Property 1Hide

Value of property

Ownership

Type of property

Is property occupied?

Remaining Mortgage

Note: Add up to 30 properties

Did the deceased have any household goods or personal possessions?

Value of household goods and personal items

3. Other Assets and Business Interests

Did the deceased have any business interests?

Business Interest 1Hide

Type of business

Value of business interest

Note: Add up to 30 business interests

Any other assets situated within the UK (including nominated assets)?

Asset 1Hide

Type of asset

Value of asset

Note: Add up to 30 assets

Any Assets Outside the UK?

Asset 1Hide

Type of asset

Value of asset

Note: Add up to 30

1. Outstanding Wages/Salary

Are there any employee wages/salary outstanding and due to the deceased?

Amount Due

Is there any other income outstanding and due to be paid to the deceased?

Amount Due

2. Insurance Policies and Trusts

Is there any income due from Trusts?

Income from trust

Are there any payments from Private health insurance schemes due to the deceased?

Value of payments

Are there any life insurance policies or life assurance payable on death?

Amount payable

Are there any tax repayments due to the deceased ?

Amount due

3. Other debts and money owed to the deceased

Are there any other formal debts due to the deceased?

Amount owed

4. Money due from Rental Properties

Are there any rents due to the deceased?

Rental Property 1Hide

Monthly amount due

Arrears Due

Type of property

Note: Add up to 30 rental properties

5. Outstanding Bills and Loans

Are there any outstanding bills or other debt?

Debt 1Hide

Type of debt

Value of debt

Note: Add up to 30 items

Did the deceased guarantee any loans?

Loan Agreement 1Hide

Value of loan agreement

Note: Add up to 30 loans

Connecting you with the right lawyer

Your Personalised Quotes

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Your Personalised Quotes

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Need Help?

Please call us on 0845 388 3765 if you would like to explain your circumstances to us and we will run through the quotation for you, or if you need any assistance. Or please click here to arrange a call back time for us to contact you.

We will always try our best to beat any previous prices you have received.