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.

Financial

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

Their property

Including properties owned jointly
Either a professional valuation or a best guess, for example from Zoopla.co.uk

The funeral

Gifts before they died, and trusts

If they are the second to die in a marriage or civil partnership, these things about their spouse or partner

If you don’t have a copy and probate was granted you can order it from probatesearch.service.gov.uk

Call us today

Our friendly experts are here to answer your questions, for free

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We’re open until 7pm

Or request a callback

Any questions? Please call us on 020 3695 1713 or email [email protected]

Farewill

Farewill is an online service providing legal forms and information. Farewill is not a law firm or a substitute for a lawyer’s advice about complex estate planning issues.

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