Questionnaire for Personal Representative Clients

Full Name (please include any variation he or she used) Required

Address Required

Occupation Required

Date & Place of Birth Required

Date & Place of Death Required

National Insurance number Required

What was the deceased’s marital status? Required

Please give the name, address and telephone number of surviving spouse:

Did the deceased survive his or her parents and brothers and sisters? Yes No

Did the deceased have surviving children and if so how many?

Did the deceased have surviving Grandchildren and if so how many?

Has the funeral bill been paid? How much was it? - please provide bill

Is the spouse claiming/received any bereavement benefits?

Please attach certified copy of death certificate.

Please provide original will, or details about where it is if you do not have it.

Please give the names, addresses, and telephone numbers of all the executors and guardians, if applicable (use separate email if necessary)

Please give the names, addresses, and telephone numbers of all the beneficiaries (use separate sheet if necessary)

Was any letter left by the deceased with the will expressing wishes about gifts to be made or the funeral? If so, please let us have it Yes No

Was the deceased married at the date of death? If so, please give spouse`s name, address and telephone number :

Did the deceased have children living at the date of death? If yes, please give their names, addresses and telephone numbers. Please indicate if any child is under 18 and if so, please give their parent’s contact details (use separate page if necessary)

If the deceased did not leave a spouse or children, what other relatives did he or she leave? Please provide their names, their relationship to the deceased and contact details

Please prepare a family tree on a separate piece of paper

House and land. Please list the properties owned by the deceased.

Was it solely or jointly owned ? If joint, please give name of joint owner

Is it freehold or leasehold?

is there a mortgage still on it? If so, please give the lender’s name address and account number. How much is owed on the mortgage?

Please let us have the title deeds or tell us where they are stored if you don’t have them.

How much was the property worth at the date of death?

Is the building empty?

Is it insured? Please let us have details:

Please estimate the value of the following property left by the deceased (indicate if the deceased owned anything jointly with another person) :

Furniture: Value at Death & Current Value

Clothing: Value at Death & Current Value

Jewellery: Value at Death & Current Value

Car, caravan, motorbike, boat (giving make, type and year, if possible) : Value at Death & Current Value

Personal possessions (e.g. camera, hobby equipment, collections, books, records, etc.): Value at Death & Current Value

Please provide details of insurance cover (including life, buildings and contents) and let us these policies and any correspondence with the insurers. If the life policies were assigned, say to a lender for example, please provide deeds of assignment and re-assignment.

Please use the following section to provide information about Stocks and Shares:

Please list these holdings and say where the certificates are :

Are the shares in the deceased`s name or otherwise?

Please give name and address of Stockbrokers if applicable

Have you found any un-cashed cheques (for share dividends, for example) or other indications of money owed to the deceased? Please let us have these

Please provide details of building society accounts held jointly and solely by the deceased and let us have account statements

Please provide details of bank accounts held solely and jointly and let us have statements

Premium bonds-please list bond numbers or give the bond holder number :

National Savings certificates, etc.-please list certificates or numbers:

National savings bank-please let us give the books or account number.

Deceased`s cash – How much un-banked cash did the deceased have at the date of death?

Please list the information about the deceased`s pension(s).

Pensions - are they from an employment, from a spouse`s scheme, or a state retirement pension (please list all the pensinos here, numbered) :

Please give scheme trustees` address

Deceased`s reference number

The deceased`s pension number

Please also send us the pension books, etc. Please supply the birth certificate of the person who will benefit under the scheme. If the deceased’s spouse is the beneficiary under the pension scheme we will also need the marriage certificate.

If the deceased held an occupational pension, has a widow`s/widower`s pension been applied for?

Please list further information about the deceased.

Please give details of any salary due to the deceased, or any fees not yet paid. Please provide employment details

Did the deceased have a business? Was the deceased a director of a company? If yes, provide details.

Did the deceased own a farm and/or agricultural land?

Did the deceased own any property which was rented out? If so please provide details.

Did the deceased have any property in a safe deposit box ? If so please provide details.

Was the deceased at the time of death entitled to a life interest, annuity or other interest in possession in settled property or a trust?

Did the deceased own a property such as a holiday cottage or family home abroad? Please say what he or she owned and where it is

Did the deceased make any gifts within 7 years of death ? If so, give details below (Type of gift, Amount given, Date of gift)

Was the deceased in receipt of social security benefits? If so, please give details of benefits received and letters from the Benefits Agency

Please list further information about the deceased.

Please send us all bills that appear not to have been paid. The following list may be of assistance:
credit cards or store cards,
electricity, gas, water, telephone,
mortgage, overdraft or loan account,
community charge/council tax,
rent,
service charge (if the deceased lived in a flat).

In addition, if the deceased has a business, there may well be outstanding debts. Do you know of these?

Do you know if the deceased guaranteed any loans?

If the deceased had an accountant or other advisor dealing with his or her tax, please give his or her name, address and telephone number :

Please give the address of the deceased`s tax office and their tax reference:

Please list further information about the deceased.

Did the deceased receive any inheritance within two years of their death? If so please give details including the nature of the inheritance and the amount received.

Do you know of any family trusts or settlements from which the deceased benefited or was involved as a trustee?

Was anybody supported and maintained by the deceased at the time of his or her death, e.g. children and/or a former spouse or partner? (Please give details)

Did the deceased ever give a power of attorney? If so when and state to whom was control of his/her affairs given. Please provide the power of attorney if you have it.

Any other points that you think would be of assistance (for example, please give the name, address and telephone number of any other professional advisor, such as an insurance broker, used by the deceased) :

Was the deceased paying for long term care before s/he died? (eg. Cost of care in a nursing home or residential home)