Probate Questionnaire

Probate questionnaire

Your details

• 1. Your name required
• 2. Your addressrequired
• 3. Your email required
• 4. Your telephone number

Details about the deceased

• 5. Name of the deceased required
• 6. Your relationship to them required
• 7. Date of death required
• 8. Did the deceased leave a Will? requiredYesNoNot sure
• 9. If there was a Will, are you named as an executor, beneficiary or both? requiredExecutorBeneficiaryBoth
• 10. Did they leave a surviving spouse? requiredYes, meYes, but not meNo
• 11. Did they have assets outside of England and Wales? requiredYesNo
• 12. Did they own a property? requiredYes in the UKYes elsewhere in the worldYes both in the UK and elsewhere in the worldNo
• 13. Please give an approximate value of the assets in the estate. Please give values for UK and non-UK assets.
• 14. How do you want us to help? It may assist you to look here at the normal steps involved in the estate administration process requiredI want an initial meeting/call/video call with some advice so I can decide what help I needI can do a few things myself but will need help with most stepsI can do most things myself but will need help with only some thingsI need help and guidance with everything
• 15. Where are you located?
• 16. Anything else you think we should know?
• 17. Preferred method of contact requiredEmailPostPhone

What happens next

By submitting below, a member of our team will get back to you within 72 hours via your preferred contact method.

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