Probate Short Consultation

Name of Deceased*

First Last

Address*

Any Former Address*

Occupation*

Date of Death*

Place of Death*

Date of Birth*

Domicile*

PPS No. / RSI No.*

Will made?*

Location of Will?*

Death Certificate obtained?*

Address of Tax Office*

Marital status*

Spouses/former spouses name/Partner’s name

First Last

Address

Occupation

Has any former spouse renounced his/her legal succession rights

Date of marriage

Children (names, addresses and ages)

Executor(s)

Executor 1 - Name

First Last

Executor 1 - Phone number

Executor 1 - Address

Executor 1 - Occupation

Executor 1 - Relationship to deceased

Executor 2 - Name

First Last

Executor 2 - Phone number

Executor 2 - Address

Executor 2 - Occupation

Executor 2 - Relationship to deceased

Trustees

Trustee 1 - Name

First Last

Trustee 1 - Phone number

Trustee 1 - Address

Trustee 1 - Occupation

Trustee 1 - Relationship to deceased

Trustee 2 - Name

First Last

Trustee 2 - Phone number

Trustee 2 - Address

Trustee 2 - Occupation

Trustee 2 - Relationship to deceased

Guardians

Guardian 1 - Name

First Last

Trustee 2 - Phone number

Guardian 1 - Address

Guardian 1 - Occupation

Guardian 1 - Relationship to deceased

Guardian 2 - Name

First Last

Guardian 2 - Phone number

Guardian 2 - Address

Guardian 2 - Occupation

Guardian 2 - Relationship to deceased

Beneficiaries / Persons Entitled

1

2

3

4

5

6

7

8

Assets Checklist

Please note that a date of death valuation of any house and lands and of any other substantial assets will be required.

Please state whether any assets are held in joint names.

1. House