We’ll need as much information as possible about the person who died and their financial affairs. This includes their personal details such as:
- The death Certificate
- The original Will (if there is one)
- Their National Insurance number
You’ll also need to provide us with as much information as you can about the bank accounts, assets, income and debts of the person who has died. This will allow us to get a full picture of the extent of the estate and the work that needs to be done before we can begin administering it.
Depending on the circumstances, you may not know all the relevant details. In these cases, we’ll work with you to investigate further. However, it’s really important that you pass on any relevant information you do have, as failing to do this could have serious legal consequences.