Instruct SB Lawyers to Administer an Estate

Estate Administration Instruction

Please fill in the form with as much information as you can. This will help speed up the process.

Client Details

Title

First name *

Middle name/s

Last name *

Mobile number *

Email *

Company Name

Current Home Address

Flat No:

First line *

Second line

Town/City *

County

Home Postcode *

Add Another Client?

Yes

Title

First name *

Middle name/s

Last name *

Mobile number *

Email *

Company Name

Current Home Address

Flat No:

First line *

Second line

Town/City *

County

Home Postcode *

Details of the Person who has passed away

Full Name

Address

Was the above address a Care or Nursing Home?

Date of Birth

Date of Death

NI Number

HMRC Tax Reference Number

Did the Decease leave a Will?

If the Deceased did not leave a Will then the estate would be dealt with in accordance with the Rules of Intestacy – Our expert Lawyers will explain this to you.

Do you have the original or a copy?

Where is the original kept?

Spouse

Was the Deceased Married at the time of Passing:

Full Name *

Address

Date of Death

Date of Birth

Date of Marriage

Children

Did the Deceased have any children:

Full Name

Address

Date of Birth

Add Another Child

Full Name

Address

Date of Birth

Full Name

Address

Date of Birth

Grandchildren

Did the Deceased have any grandchildren?

Full Name

Address

Date of Birth

Add Grandchild

Full Name

Address

Date of Birth

Full Name

Address

Date of Birth

Parents

Was the deceased survived by parents?

Full Name

Address

Date of Birth

Add Parent

Full Name

Address

Date of Birth

Siblings

Was the deceased survived by any Brothers or Sisters?

Full Name

Address

Date of Birth

Add Sibling

Full Name

Address

Date of Birth

Full Name

Address

Date of Birth

Assets at time of passing

Did the Deceased own a home?

Address

Is the Property Solely or Jointly owned?

Please provide details of the Joint Owner

Does the property have a mortgage?

Other Land or Buildings

Please provide details and value of any other land or buildings the Deceased may have owned and whether or not they are held in Joint names

Asset Details

Please give details of any other assets known

Asset

House Contents

Antiques

Jewellery

Cars / Vehicles

Special Collections (eg stamps, coins etc)

Bank & Building Society Accounts

Current Account(s)

Savings Account(s)

ISA(s)

National Savings

Income Bonds

Deposit Bonds

Premium Bonds Holders Number:

Other Investments / Portfolios

Unit Trusts

Government Stocks

Quoted Stocks and Shares

Company Name

Shareholder Reference if known

Add 2nd

Add 3rd

2nd Company

2. Company Name

2. Shareholder Reference if known

3rd Company

3. Company Name

3. Shareholder Reference if known

Unquoted Stocks and Shares

Company Name

Shareholder Reference if known

Add 2nd

Add 3rd

2nd Company

2. Company Name

2. Shareholder Reference if known

3d Company

3. Company Name

3. Shareholder Reference if known

Was the Deceased at the time of their death awaiting any benefits from another person’s estate?

Please provide details

Any other Assets known

Life Assurance Policies

Are you aware of the Deceased owning any Life Insurance Policies?

Life Insurance Company

Policy Number

Sum Assured

Premiums

Purpose of the policy

Written in Trust or not?

Add 2nd

Add 3nd

2nd Policy

2. Life Insurance Company

2. Policy Number

2. Sum Assured

2. Premiums

2. Purpose of the policy

2. Written in Trust or not?

3rd Policy

3. Life Insurance Company

3. Policy Number

3. Sum Assured

3. Premiums

3. Purpose of the policy

3. Written in Trust or not?

Pension Death Benefits

Are you aware of the Deceased claiming/receipt of pension prior to death?

Pension Scheme or Policy

Amount of Death benefit

Widow or Widowers pension

Is death benefit in trust?

Nomination form completed

Add 2nd

Add 3rd

2nd Policy

2. Pension Scheme or Policy

2. Amount of Death benefit

2. Widow or Widowers pension

2. Is death benefit in trust?

2. Nomination form completed?

3rd Policy

3. Pension Scheme or Policy

3. Amount of Death benefit

3. Widow or Widowers pension

3. Is death benefit in trust?

Liabilities of the deceased

Funeral

Testamentary Expenses

Are you aware of any Loans or credit cards owned by the decease at the time of their passing?

Please provide details

Household Utilities

Please supply the Company Name and Reference Number.

Electricity

Gas

Water

Telephone

Electricity

Broadband

Other

You're almost there!

1 Once you click submit, our team will receive and review your details.
2 We will send you our T&Cs.
3 We will commence work on your file.

Asset

Bank & Building Society Accounts

National Savings

Other Investments / Portfolios

Quoted Stocks and Shares

Unquoted Stocks and Shares

Life Assurance Policies

Pension Death Benefits

Liabilities of the deceased

Household Utilities

Cardiff

Cardiff

Pontypridd