PROBATE QUESTIONNAIRE FORM

Your Details

Please insert details of ALL the proposed personal representatives

The Deceased's Details

The Will

If you hold the will please send it to us as soon as possible. We strongly recommend using Special Delivery or a secure courier for this purpose

Beneficiaries Details

Bankruptcy searches against beneficiaries

If you suspect or are aware of any bankruptcy proceedings which could be
taken against any particular beneficiary, please make a note below and we will carry out a bankruptcy searches against the beneficiary on your behalf.

Intesetacy : Details of surviving relatives

If the deceased DID NOT leave a Will, please supply the details in this section

Children

If there is no husband/wife, child or grandchild, please supply details of the nearest relatives.

Properties owned by the deceased

If the deceased owned any properties, please enter the property details below. If there are more than 2 properties, please use a continuation sheet.

1st Property

2nd Property

Selling Agents Details

Please complete the details below if the property is to be sold and you have chosen the estate agents
who are to market the property.

What commission have you agreed with the Selling Agent?
Please note that if we are acting on the sale of the property, the selling Agent's fee will be paid by us on completion out of the proceeds of sale unless we receive your written instructions not to

Payments to Personal Representatives

If payment by cheque :

If payment by Telegraphic Transfer Please note the following for telegraphic transfers:

If the telegraphic transfer option has been chosen, a charge of £X will be deducted from the amount sent to you.

If the currency is not sterling, the commission and bank charges for the conversion from sterling will be deducted from the amount you receive.

Assets & Liabilities

Pensions (other than state pension)

Details:

Details

Assets held on trust

Details:

Details:

Did the deceased have household or personal items of value (jewellery, antiques,art etc)

Detailed of Assets

Type of Assets

Estimated Value/Details

General

Did the deceased financially provide for any of the following prior to his or her death?

Name/Details

DECLARATION AND AGREEMENT

I/We confirm that the information given in this form is correct to the best of my/our knowledge.

I/We instruct CP Law Solicitors to act on my/our behalf in accordance with your Terms and Conditions of Business. I/We confirm that we have read and accept the Terms and Conditions.

I/We instruct CP Law Solicitors to obtain the Deeds to the deceased’s property. I/We understand that the deceased’s Mortgage Lender (if applicable) may make a charge for releasing the Deeds.

Where there is more than one personal representative, we the undersigned agree and authorise CP Law Solicitors to accept and act on the instructions from any joint personal representative without reference to the other and we agree to be bound by those instructions.

This authority includes all instructions in connection with the administration of the estate of the above named deceased. I/we undertake that these instructions will not be revoked except in writing and will not affect any actions taken before any such written communication is received by you.

I/we confirm that you are authorised to discuss details of the transaction with the following:

PLEASE NOTE:All clients must sign below:

Sending