Things to gather together before your consultation
Before your consultation call with a member of our probate team, please gather together as much as you can from this list of information and documents.
If you don’t have everything, that’s ok. And not everything here may be relevant. But having as much as possible on hand during the call should mean we apply for probate sooner.
or you can keep track of your progress on this web page
About the person who’s died
For example, a care home
For example, children, parents or siblings
The will and death certificate
Please send photos of these documents to [email protected] a few days before our call.
Approximate values of the following:
You may be able to find details on recent bank statements or directly from the banks
You may be able to find details on recent letters, share certificates or valuation summaries provided by the companies
Either a nominated person or the estate
Don’t worry if less than £1,000
Including properties owned jointly
Either a professional valuation or a best guess, for example from Zoopla.co.uk
Gifts before they died, and trusts
Any questions? Please call us on 020 3695 1713 or email [email protected]