Private Client
Probate Questionnaire
 
 

Probate Questionnaire
 

 

SECTION 1 – The Deceased
1. Personal Details
Forenames:
Surname:
Former Surname:
Address:
Postcode:
Date of Birth:
Date of Death:
Occupation:
Domicile:
Surviving Relatives
(a) Spouse
(b) Children
(c) Parents
 
Yes No
Number:
Yes No

 

 

The Wills and Codicils (if any)
Date:
2. Executors/Administrators
Executors/Administrator one
Name:
Address:
Executors/Administrator two
Name:
Address:
3. Beneficiaries
Beneficiary one
Name:
Address:
Tel:
Beneficiary two
Name:
Address:
Tel:
Beneficiary three
Name:
Address:
Tel:
4. Accountant
Name:
Address:
Tel:
5. Stockbroker
Name:
Address:
Tel:
Name:
6. Place securities and Title Deeds held
Address:
Date of Birth:
7. Death Certificate
Has it been obtained?
Yes No
What is the number?
8. Statutory Notices
Should these be placed?
Yes No
SECTION 2– Assets of the deceased
9. Stocks and Shares – please note you will be required to provide hard copies of the original share certificates
Did the deceased hold any stocks and shares?
Yes No
What is their estimated value?
10. National Savings Bonds – please note you will be required to provide hard copies of the original share certificates
Did the deceased hold any National Savings Bonds?
Yes No
What is their estimated value?
11. National Savings Certificates – please note you will be required to provide hard copies of the original share certificates
Did the deceased hold any National Savings Certificates?
Yes No
What is their estimated value?
12. Premium Bonds – please note you will be required to provide hard copies
Did the deceased hold any Premium Bonds?
Yes No
Shareholder Number:
What is their estimated value?
13. Uncashed dividends and cheques
Is there any uncashed dividends and cheques?
Yes No
What is their estimated value?
14. Cash other than at Bank
Amount:
Credited to:
15. Bank Accounts
Estimate of funds on all bank accounts £:
(a) Current Accounts
Name:
Address:
Account Number:
Current Account two
Name:
Address:
Account Number:
(b) Deposit Accounts
Name:
Address:
Account Number:
Deposit Account two
Name:
Address:
Account Number:
16. National Savings Bank – please note you will be required to provide passbooks
Is there a National Savings Bank Account?
Yes No
Account Type:
Account Number:
Estimated Value:
17. Trustee Savings Bank Account
Is there a Trustee Savings Bank Account?
Yes No
Account Type:
Account Number:
Estimated Value:
18. Building Society Accounts – please note you will be required to provide passbooks
Account one
Name:
Address:
Account Number:
Estimated Value:
Account two
Name:
Address:
Account Number:
Estimated Value:
19. Mortages
Money out on mortgage: £:
20. Promissory
Money out on promissory note: £:
21. Debts
Debts due to the deceased: £:
22. Rents
Rents due to the Estate £:
23. Apportionment
Apportionment of Rents: £:
24. Beneficiary of Trust
Was the deceased a beneficiary of a Trust?
Yes No
(a) Name of Trust:
(b) Solicitors Name:
Address:
(c) Trustees Name:
Address:
(c) Second Trustees Name:
Address:
(d) Trust income accrued and due: £:
(e) Value of capital in Trust (estimated): £:
25. Pensions and Annuities
(a) National Insurance No:
(b) Is there a DSS retirement pension?
Yes No
If so please provide details:
(c) Private Pensions
Payers name:
Address:
Pension Reference:
Private Pension 2
Payers name:
Address:
Pension Reference:
26. Life Policies
Do you hold any life policies?
Yes No
Policy one
Company Name:
Address:
Policy Number:
Policy two
Company Name:
Address:
Policy Number:
27. Insurance
(a) Buildings
Company Name:
Address:
Policy Number:
(b) Contents
Company Name:
Address:
Policy Number:
(c) Motorcar
Company Name:
Address:
Policy Number:
(d) Other
Company Name:
Address:
Policy Number:
28. Chattels
Estimated Value: £:
Are these to be sold?
Yes No
Transferred to beneficiaries?
Yes No
29. Property
(a) Is the property Freehold?
Yes No
(b) Is the property Leasehold?
Yes No
(c) Where is the location of Title Deeds: £:
30. Business Interests
Are there Business Interests?
Yes No
Company Name:
Address:
Type of Business:
Interest:
Estimated Value: £:
31. Foreign Property
Did the deceased hold any Foreign Property?
Yes No
Estimated Value: £:
Location:
Description/Address:
32. Gifts
Did the deceased make gifts to others?
Yes No
(a) Date:
(b) What was the gift?
(c) Value of gift at that date: £:
(d) To whom gift given and relationship to deceased:
Name one
Name:
Relationship to deceased:
Value of gift given: £:
Name two
Name:
Relationship to deceased:
Value of gift given: £:
Name three
Name:
Relationship to deceased:
Value of gift given: £:
33. Lloyds
Did the deceased have any interest in Lloyds?
Yes No
Agents Name:
Address:
Syndicates:
Estate Protection Plan:
Yes No
SECTION 3 – Liabilities of the deceased
34. Funeral Expenses: £:
35. Mourning Expenses: £:
36. Other Debts Owing: £:
Estimated Value: £:
Details:
 

 

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