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, or call us now on +44 (0)330 124 1399 for an immediate response.

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