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What your lawyer will need to know at the first probate appointment

Probate checklist

Dealing with someone’s affairs when they have died

The following checklist will be helpful to prepare for your first appointment with a lawyer who is working with you to get probate.

They might ask you for some other things, but this is a good start point:

  1. Full name, address, and date of birth of the deceased.

2.     Date of death and copy of the death certificate.

3.     The Will if there is one.

4.     Names, addresses and contact details of Executors if there are any.

5.     Details of the deceased's assets, which could include things like house, bank accounts, shares and other investments.

6.     Details of any debts the deceased may have such as Credit cards.

7.     Funeral expenses.

8.     What property, such as a house, is jointly owned with someone else.

9.     Details of the deceased's income such as pensions or dividends.

It is worth getting what paperwork you can together on all of this before you speak to the lawyer so that you can, for example, give a good idea of what bank accounts there are and how much is in them. But don't delay in instructing a lawyer while you do that because much of it will be obtained during the probate process. The first discussion with the lawyer is just to give them the basic details and an idea of the estate.