Probate Information Request

Initial estate information needed before probate accounts or tax work can begin.

Probate form

Initial estate information request

This checklist helps organise the first information needed for probate accounts, valuations and tax reporting.

Personal details for the deceased and the executors.
Date of death, will details and known beneficiaries.
Bank, investment, property, pension and insurance information.
Known liabilities, funeral costs, gifts and lifetime transfers.

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