Grant of Probate Questionnaire

To help us deal with your instructions as efficiently as possible, please complete this form as fully as you can. There is space at the end the form for ‘Additional Information’ which you can use to provide us with further information or to include more details if there is not enough space in any section of the form (if so, please indicate the question to which the further information relates).

We recognise that the form is detailed, but such information is required to ensure that we fully understand and comply with your wishes. If, however, you are unable to answer any of the questions do not worry, simply complete the form in as much detail as possible and a member of our team will contact you to discuss your case in further detail.

Please note that you cannot save this form so please do not refresh the page before submitting the form. Once completed, please return the form to us by clicking on the “submit form” button at the top of this page. Alternatively, you can save the file and then attach it to an email (send your email to probate@elmhirstparker.com).

Thank you 

Section A: Your personal details

Title

Name

Email

Address

Daytime telephone number

Evening telephone number

Mobile phone number

Relationship to the deceased

Section B: Details of the deceased

Please send us an original copy of the death certificate

Name of deceased as shown on death certificate

Any other names known as

Last address of the deceased

Date of birth

Date of death

National Insurance No

Tax reference (if known)

Occupation

Section C: Details of the family

Is there a surviving spouse/civil partner? -- Please Select --YesNoNot Sure

Full name of surviving spouse/civil partner

If there is no surviving spouse/civil partner was the deceased a widow/widower? -- Please Select --YesNoNot Sure

Was the deceased divorced? -- Please Select --YesNoNot Sure

If applicable, date of divorce?

Was the deceased living with a partner?

If yes, please supply name, address and number of years lived together

Details of any children of the deceased

Child 1

Full name

Address

Date of Birth

Child 2

Full name

Address

Date of Birth

Child 3

Full name

Address

Date of Birth

Child 4

Full name

Address

Date of Birth

Was there anyone who was financially dependant on the deceased at the date of death? -- Please Select --YesNoNot Sure

If yes, please supply their details

Section D: The Will

Is there a Will? -- Please Select --YesNo

(if no, please do not fill in this section and go to section E)

If yes, date of Will

Is there a codicil to the Will? -- Please Select --YesNoNot Sure

If yes, please confirm the date of the codicil

The deceased’s address on the will is the same as the one on the death certificate -- Please Select --YesNoNot Sure

If no, give address on Will and details of what happened to the property

Has the Will been signed? -- Please Select --YesNoNot Sure

Has the Will been dated? -- Please Select --YesNoNot Sure

Witnessed by two people? -- Please Select --YesNoNot Sure

Has it been tampered with? (eg any alterations) -- Please Select --YesNoNot Sure

Did the deceased either marry or divorce after the Will was made? -- Please Select --YesNoNot Sure

Does the Will ignore people who you would expect to be mentioned (eg any of those mentioned in family details?) -- Please Select --YesNoNot Sure

Does the Will create any trust? -- Please Select --YesNoNot Sure

Please confirm that the deceased was domiciled in England or Wales (i.e. this was their permanent place of residence)

 

Details of all named Executors

Executor 1

Full name

Address

Telephone

Relationship to the deceased

Are they able to act? -- Please Select --YesNoNot Sure

If no please state why

Executor 2

Full name

Address

Telephone

Relationship to the deceased

Are they able to act? -- Please Select --YesNoNot Sure

If no please state why

Executor 3

Full name

Address

Telephone

Relationship to the deceased

Are they able to act? -- Please Select --YesNoNot Sure

If no please state why

Executor 4

Full name

Address

Telephone

Relationship to the deceased

Are they able to act? -- Please Select --YesNoNot Sure

If no please state why

Section E: Details of the Estate

What is the approximate value of the deceased’s house?

Did the deceased own this house with anyone else?

If yes, who did they own it with and in what shares?

If the deceased did not own the property in which they lived when they died, had they owned it at anytime previously?

Did the deceased own any assets jointly? (e.g joint bank account)

Who was the other joint owner?

If yes, approximate value of their share (this must be added to the gross assets)

Approximate value of all remaining assets held in the deceased’s sole name e.g. Bank accounts, bonds, shares

Was the deceased owed any money e.g from a friend or family member? (If yes please supply details of the amount and who owes the money)

Approximate value of the deceased’s household belongings incl. cars, motorbikes etc

Did the deceased own any foreign property? -- Please Select --YesNoNot Sure

Did the deceased own any agricultural property? -- Please Select --YesNoNot Sure

Did the deceased run a business? -- Please Select --YesNoNot Sure

Name of funeral director

Funeral director costs

Other debts owed by the deceased including any mortgage (approximate amount)

Did the deceased make any gifts during the past seven years? -- Please Select --YesNoNot Sure

Did the deceased benefit from any asset held in trust? -- Please Select --YesNoNot Sure

Section F: Additional Information

Please provide any additional information that you think may be relevant

Please enter the letters shown

 

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