Your details
Name *
Email address *
Telephone
Please enter their
name
Do you have an office of
choice? *
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Brighton
Chichester
Crawley
Eastbourne
East Grinstead
Lewes
London
Peacehaven
Seaford
Storrington
Zoom
Background
We need a little information about the person who has died. This could impact on matters such as Inheritance
Tax and how their estate is to be distributed.
What date was the will written?
What is the location of the Will?
Legacy details
About the people to receive a legacy - Please provide their title, name, address, telephone number and email
address and confirm whether they are over or under 18 years of age.
Executor details
Please provide details for all executors named in the Will. If any have died, you do not need to include
their details.
Residuary beneficiaries
About the people who will share the residuary estate - Please provide their title, name, address, telephone
number and email address and confirm whether they are over or under 18 years of age.
If there is no Will then the estate will be administered in accordance with the intestacy rules. We can
discuss this with you in more detail but we will need to know the following:
Please
provide details of all children of the person who has died including those that may have died before them.
This will include their title, full name and any contact details you have for them as well as confirmation
of whether they are over or under 18 years of age. Intestacy situations can be complex, we will discuss this
with you more at our meeting.
Please
provide details of all grandchildren of the person who has died
including those that may have died before them. This will include their title, full name and any contact
details you have for them as well as confirmation of whether they are over or under 18 years of age.
Intestacy situations can be complex, we will discuss this with you more at our meeting.
Please provide details of all immediate living family, including
parents,
siblings and nieces and nephews, in that order, including their title, full name and any contact details you
have for them. Intestacy situations can be complex, we will discuss this with you more at our
meeting?
Assets
Enter the number of each of the following
Please provide name of institution, account numbers, name of companies
Please provide name of institution, account numbers, name of
companies
Please provide name of institution, account numbers, name of companies
Please provide name of institution, account numbers, name of companies
Please provide name of institution, account numbers, name of
companies
Please provide name of institution, account numbers, name of companies
Please provide name of institution, account numbers, name of
companies
Please provide details
Please confirm where this cash is now.
Please provide name of institution, account numbers, name of
companies
Please provide brief details of any contents that need to be
sold/disposed of or donated
Please provide us with the full addresses and title numbers (if
known)
Please provide us with the full addresses and title numbers
(if
known)
Please provide us with the full addresses and title numbers(if known)
Please provide details of type of state benefit
Please provide name of institution, account numbers, name of
companies
Please provide name and relationship of recipient, date of gift,
amount
of gift
Please provide name of institution, account numbers, name of
companies
Joint Assets
What did they own jointly with other people?
Please provide name of institution, account numbers, name of
companies
Please provide us with the full addresses and title numbers (if
known)
Utilities and expenses
Please confirm how many of each of the following accounts you wish for us to manage on your behalf.
Provider and account
number
Provider and
account number
Provider
and account number
Provider and account
number
Provider and
account number
Provider and
account number
Reference
number
Driver
number
Local Authority
and Council Tax reference number
Provider and
account number
Provider and
account number - Please let us know if any of the accounts need to remain active following the death (for
example, to maintain WiFi at the property and CCTV coverage etc)
Provider and account
number - Please let us know if any of the accounts need to remain active following the death.
Do you require us to
put a postal redirection in place, if so, please confirm the length of time you would us to put this in place
for - 3, 6, 9 or 12 months.
Please confirm the
name of the nursing home. Please also let us know if you are aware of any amount of fees due back to the
estate or owed to the nursing home.
Please confirm who
needs to be reimbursed or paid for the costs.
Please
confirm who needs to be reimbursed or paid for the costs.
Provider
and account number (for each property).
Provider
and account number (for each property).
Provider and account number (for each
property).
Liabilities
Did they have any debts?
Please enter the number of the following:
Please
provide name of institution, account numbers, name of companies, details of family members owed
etc.
Please provide
name of institution, account numbers, name of companies, details of family members owed etc.
Please provide
name of institution, account numbers, name of companies, details of family members owed etc.
Please provide name
of institution, account numbers, name of companies, details of family members owed etc.
Taxation
HMRC Income Tax
General Information
We just need a few more details from you
Would you prefer to be contacted by Email/phone/letter
