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

Last address

For example, a care home

Date of birth

Date of death

National insurance number

Marital status

Name of spouse or civil partner

Name and addresses of the executors (if there’s a will)

Name and address of close relatives (if there’s no will)

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.

The original will and codicil (if any)

The original death certificate

Financial

Approximate values of the following:

All banks and savings accounts

You may be able to find details on recent bank statements or directly from the banks

Any shareholdings or investments

You may be able to find details on recent letters, share certificates or valuation summaries provided by the companies

Life insurance policies and who they pay out to

Either a nominated person or the estate

Any pensions and who they pay out to

Any business assets

Approximate values of any possessions including vehicles

Don’t worry if less than £1,000

Any overseas assets

Any credit cards, loans, debts, and outstanding utility bills

Their property

How many properties they owned

Including properties owned jointly

Address of properties owned and rented

The value of the properties they owned

Either a professional valuation or a best guess, for example from Zoopla.co.uk

The names of any co-owners

How much was left to pay on the mortgage, if any, when they died

The funeral

The cost of the funeral

Whether the funeral has been paid for, or if it will need to be paid from the estate

Gifts before they died, and trusts

Details and approximate values of any gifts made in the 7 years before they died

Details and approximate values of benefits from trusts

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

Full name and last permanent address

Place of marriage

Date of death

Details of probate – date and registry

Available at probatesearch.service.gov.uk

Their will and codicil (if any)

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

Their death certificate

Their marriage certificate

Call us today

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

020 3695 1713

We’re open until 6pm

Or request a callback

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