Probate Questionnaire

YOUR DETAILS

Name

Title Full Name

Correspondence Address

Street Address City ZIP / Postal Code

Phone

Relationship to the deceased

Are you happy to correspond via email?

A: THE DECEASED

Name

Title Full Name

Last Known Address

Street Address City ZIP / Postal Code

Occupation

Marital Status

Date of Birth

Date of Death

National Insurance Number

Did the deceased have a Power of Attorney?

If yes, please provide the original Power of Attorney document.

B: THE WILL

Did the deceased leave a Will?

Are there any codicils to the Will?

Executors

How many executors are there?

Executor 1

If the deceased left a Will, please complete the details below.

Name

Title Full Name

Address

Street Address City ZIP / Postal Code

Phone

National Insurance Number

Executor 2

Name

Title Full Name

Address

Street Address City ZIP / Postal Code

Phone

National Insurance Number

Executor 3

Name

Title Full Name

Address

Street Address City ZIP / Postal Code

Phone

National Insurance Number

Executor 4

Name

Title Full Name

Address

Street Address City ZIP / Postal Code

Phone

National Insurance Number

Beneficiary Details

Are all the beneficiaries named in the Will alive?

If not, please provide further details

Are the names of all the beneficiaries spelt correctly?

If not, please confirm their full names

Are the addresses for the beneficiaries correct?

If not, please confirm their full address(es)

Are any of the beneficiaries under 18?

If so, please provide the full names and addresses of the parents

C: FAMILY DETAILS

Spouse

Did the deceased leave a surviving spouse?

If yes, please provide details below.

Name

Title Full Name

Address

Street Address City ZIP / Postal Code

Phone

Date of Birth

National Insurance Number

Children

How many children did the deceased have?

Child 1

Name

Title Full Name

Address

Street Address City ZIP / Postal Code

Phone

Date of Birth

Child 2

Name

Title Full Name

Address

Street Address City ZIP / Postal Code

Phone

Date of Birth

Child 3

Name

Title Full Name

Address

Street Address City ZIP / Postal Code

Phone

Date of Birth

Child 4

Name

Title Full Name

Address

Street Address City ZIP / Postal Code

Phone

Date of Birth

D: PROFESSIONAL ADVISORS

Please provide details of any professional advisor used by the deceased.

Stockbrokers

Accountant

Independent Financial Consultant

Insurance Broker

Other

E: THE DECEASED'S ASSETS

Bank and Building Society Accounts

How many bank/building society accounts did the deceased have?

Bank Account 1

Bank Name

Address

Street Address City ZIP / Postal Code

Account Number

Sort Code

Approx. Value

Sole / Joint Account?

Bank Account 2

Bank Name

Address

Street Address City ZIP / Postal Code

Account Number

Sort Code

Approx. Value

Sole / Joint Account?

Bank Account 3

Bank Name

Address

Street Address City ZIP / Postal Code

Account Number

Sort Code

Approx. Value

Sole / Joint Account?

Bank Account 4

Bank Name

Address

Street Address City ZIP / Postal Code

Account Number

Sort Code

Approx. Value

Sole / Joint Account?

Other Cash

Any cash held with the deceased (not in bank), and/or uncashed dividend cheques?

If yes, please provide details below

National Savings & Investments

National Savings Account(s)

Account Details

Approximate Value (£)

Premium Bonds

Bond Number(s)

Approximate Value (£)

Stocks, Shares & Investments Not Listed on the Stock

Please list all unlisted stocks, shares and investments the deceased held

Please include all original share certificates when providing documentation.

If Private Company shares are held, please provide contact details for Company Secretary

Life Insurance & Endowment Policies

Please list name, address and approximate values of each policy.

Life Insurance Policy (/Policies)

Endowment Policy (/Policies)

Pensions & Annuities

How many pensions and/or annuities did the deceased hold?

Pension / Annuity 1

Name of Provider

Address

Street Address City ZIP / Postal Code

Is there a lump sum due?

Is there a widow's pension?

Is there an Alternative Secure Pension?

Pension / Annuity 2

Name of Provider

Address

Street Address City ZIP / Postal Code

Is there a lump sum due?

Is there a widow's pension?

Is there an Alternative Secure Pension?

Pension / Annuity 3

Name of Provider

Address

Street Address City ZIP / Postal Code

Is there a lump sum due?

Is there a widow's pension?

Is there an Alternative Secure Pension?

Pension / Annuity 4

Name of Provider

Address

Street Address City ZIP / Postal Code

Is there a lump sum due?

Is there a widow's pension?

Is there an Alternative Secure Pension?

Property

Main Residence

Address

Street Address City ZIP / Postal Code

Title Number

Approx. Value (£)

Jointly owned?

Name of Co-Owner

Relationship to Co-Owner

Second Property

Did the deceased own a second property?

Address

Street Address City ZIP / Postal Code

Title Number

Approx. Value (£)

Is the second property jointly owned?

Name of Co-Owner

Relationship to Co-Owner

Household & Personal Goods

Please value the deceased's household and personal goods

This should be what you would expect to receive on the open market (i.e. second-hand or auction value, not insurance value).

Please list any individual items over the value of £500

For example, motor vehicles, jewellery, antiques, paintings etc.

Other Assets

Business Interest of Partnership Interests

Foreign Property

Debts due to the deceased

Repayments back to the estate

(i.e. refunds or income tax repayment)

Any other assets not listed above

Joint Assets

Joint asset information

Please use this space to list any other joint assets.

Please confirm the type of asset, the approximate value, the full name of the co-owners and their relationship with the deceased.

Liabilities

Funeral expenses

Funeral reception

Additional funeral expenses

(i.e. flowers, order of service, headstone)

Loan(s)

Mortgages

(including any joint mortgages)

Any other debts owed by the deceased

Miscellaneous Information

Did the deceased make any gifts exceeding £250 in the last seven years? If so, please provide details below:

Did the deceased make a gift but reserve a benefit of that gift? i.e. did the deceased gift their home to another but continue to live there? If so, please provide details below:

Was the deceased a beneficiary of a trust or settlement? If so, please provide details below:

Did the deceased set up a trust within seven years of their death? If so, please provide details below:

The Deceased's Spouse

If the deceased was a widow(er), please provide us with a copy of the spouse's death certificate and a copy of their Grant of Probate.

We require this information as there may be a nil rate band or proportion of a nil rate band available to the deceased's estate.

Name of the Deceased's Spouse

Date of Death

Are you able to provide a copy of their death certificate?

Are you able to provide a copy of their Grant of Probate?

(including Will annex)

Additional Information

Please provide us with any further information that you consider relevant in the space below:

Where did you hear about Price Slater Gawne?

If you have already spoken with a member of the Price Slater Gawne team, please provide the name of the member of staff for our reference

Probate Questionnaire