Your Fee Indication has been emailed to you.
Did the deceased person leave a valid Will or Testament?
A will or testament is a legal document by which a person expresses their wishes as to how their property, belongings and money are to be distributed following their death, and names one or more people (the executor) to manage the estate until its final distribution.
If you’re unsure, choose ‘No’ as the option.
How many different banks and/or building societies did the deceased person use?
It’s important for us to get a clear picture of how many different banks or building societies that the deceased used. If there were several different accounts held at one financial institution, please count this as one.
How many properties did the deceased person own?
Please tell us about all properties that the deceased person owned, not just where they lived. Include details of any properties that they let as a landlord and any land owned, both in the UK and abroad.
Did the deceased have any listed investments or bonds?
Listed investments are those which are listed or quoted on a stock exchange. A bond is a structured investment product usually referred to an as investment bond.
Please tell us about any or all that you’re aware of.
Did the deceased have any Life Insurance policies?
Life insurance (sometimes known as life cover or life assurance) is a type of policy that gives a level of financial security in the event of a person’s death, designed to pay out a cash sum helping family members deal with financial issues after death. Please tell us about any or all that you’re aware of.
Did the deceased make any Lifetime Gifts in the seven years prior to their death?
Lifetime gifts are cash or assets gifted to individuals by the deceased person during their lifetime (usually family or friends), or some other disposal of an asset which results in a loss to their Estate. Please tell us if you’re aware of any such gifts.
Do you expect to have to pay Inheritance Tax?
Inheritance Tax is a tax on the estate of the deceased, including all property, possessions and money. There is often no tax to be paid if the value of the estate is below the Nil Rate Band of £325,000. If you’re unsure as to the total value of the estate or there are other factors such as gifts, please choose ‘don’t know’.
Will you require us to manage the administration of the estate on your behalf?
You have the choice of whether to administer the estate on your own or to appoint us to do it for you. We can handle any bank accounts, the sale of investments and bonds, the selling of the deceased’s home and properties and other complex matters that might cause you distress or discomfort, particularly when dealing with other family members and beneficiaries.
Of these properties how many are we required to manage?
If there are multiple properties, administering them can be a complicated and time-consuming process. We can arrange insurance for any vacant or leased buildings or properties, handle upkeep and maintenance issues and attend to such matters as electrical, plumbing and even pest-control matters.
How many beneficiaries are there in total?
A person who receives property or monies by a will or trust is a designated beneficiary. A person who receives any of these things that is not left to another specific beneficiary is a residuary beneficiary. Please tell us about all beneficiaries (both designated and residuary) including people, charities and trusts.
How many pecuniary legacies are there?
A pecuniary legacy arises when the deceased has left a specific asset or a fixed sum of money to a named individual. A good example is when the deceased has indicated in their will that they wish to give “£500 to my granddaughter Alice”.
Are any charities residuary beneficiaries?
Any charity or charities that are not listed as a designated beneficiary (specifically listed in the will) are a residuary beneficiary. Please tell us if any charities are referenced, but not listed to receive a specific amount.
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