Estate Fact Finder – Estate Fact Finder

Name Of Agent*
First Last
Branch*
Name of Estate*

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Details of Interviewee
Details of Interviewees*
Title Full Name Address Relationship with Deceased ID Seen? Type of ID CEC Membership No. (if applicable)

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Details of the Deceased
Name
Title First Last
Otherwise known as
Residential address at time of death*
Street Address Address Line 2 City County Post Code
Domicile (if not England and Wales)
Date Of Birth*
DD slash MM slash YYYY
Marital Status*
- Single
- Married or Civil Partnership
- Widowed
- Separated
Date of Marriage / Civil Partnership*
DD slash MM slash YYYY
Married Previously?*
- Yes
- No
Details of Previous Relationships
Please provide details of ex-spouses or civil partners who are still living.
Date of death*
DD slash MM slash YYYY
Place of death
Death registered by
Reimbursable costs:

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Funeral Details
(Estimated cost of Funeral & mourning expenses should be included under Liabilities)
Has the funeral taken place?
- Yes
- No
Burial or Cremation
- Burial
- Cremation
Date of funeral
DD slash MM slash YYYY
Time of funeral

: Hours

Minutes

AM/PM
Location of funeral
Funeral Directors details
Name Address Contact
Funeral plan details
Burial plot details
Special wishes

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Details of Testamentary Documents
Intestacy
- Yes
- No
Date of Will
DD slash MM slash YYYY
Letter(s) of Wish
- Yes
- No
Details of Letter(s) of Wish
Foreign Will
- Yes
- No
Foreign Will details

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Executor Details
Please confirm under 'Status' whether the named Executors are Acting / Power Reserved / Renounced.
Executor Details
Title Full Name Address Telephone Email Status
Existing Professional Contacts
List of existing professional contacts
Title Full Name Address Telephone Email Profession
Future Mail Collection
Is Mail Redirection required?
Note: This cannot be done if the residency is a care home or a home classed as multiple occupancies
- Yes
- No
For how long?
- Three months
- Six months
- 12 months
How will mail be collected?

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Family Details
Spouse/Registered Civil Partner
Prefix First Last
Date of Birth
DD slash MM slash YYYY
Domicile (if not England & Wales):
Address:
(if different from deceased’s address)

Street Address Address Line 2 City County / State / Region ZIP / Postal Code Country
Marriage Certificate/Registration obtained?
- Yes
- No
Date of Marriage / Civil Partnership:
DD slash MM slash YYYY
Place of Marriage
Pre-deceased?
- Yes
- No
Date of death
DD slash MM slash YYYY

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Does the Deceased have any surviving relatives?
- Yes
- No
Children and other relatives
Please take details of all the immediate surviving relatives
Title Full Name Address Telephone Number Email Relationship with Deceased

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Number of Relatives
Relative Over 18 Under 18
Beneficiary Details
Title Full Name Address Telephone Age Beneficiary Type

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Asset Details
(Assets held in sole name)
Freehold/Leasehold Property
Are any properties held?
- Yes
- No
Ownership
- Joint Tenants
- Tenants in Common
- Sole Name
Joint Owners Name
Address of Property
Street Address Address Line 2 City County Postal Code Country
Is property Freehold or Leasehold?
- Freehold
- Leasehold
Estimated market value
Is the property occupied?
- Yes
- No
Details of occupier
Is the Property Furnished?*
- Yes
- No
Who is arranging Clearance?*
- Family
- Will and Probate Services
Mortgage / Loan
Is there a mortgage or loan secured on property?
- Yes
- No
Home Clearance Quote Required?*
- Yes
- No
Provider Information
Mortgage / Loan Provider Name Reference No Amount owning Location of Deeds
Is the property insured?
- Yes
- No
Policy Details
Insurance Company Name Policy No. Cover Amount Renewal Date
Property Type
- House
- Bungalow
- Flat
- Park Home
Property Style
- Detached
- Semi-Detached
- Terraced
- Other
Year of Construction (approx.)
Number of Bedrooms

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Chattels
Vehicles and Boats
Type of Vehicle Make Model Registration Number Mileage
Leased or Rented Items
Item Description Lease Terms Lease Value
Items of High Value
£2,000 or above
Item Description Estimated Value

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Investment Assets
Please record all assets held by the deceased. Where recording joint assets please note total vale and the value of the deceased’s share.
Cash
Was cash held by or for the deceased?
- Yes
- No
Cash held by deceased:
Cash held by:
Bank and Building Society Accounts (including cash ISAs)
Are there any Bank or Building Society Accounts held?
- Yes
- No
List of accounts
Please add the account information
Name of Bank / Branch Type of Account Joint / Sole Sort Code Account Number Present Balance
Are there any investment accounts?
- Yes
- No
Investments
Provider Reference Joint / Sole Value

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National Savings Products
Are there any National Savings Products held?
- Yes
- No
National Savings Product List
Product Title Estimate Value
Life Assurance / Endowment Policies
Are there any life assurance or endowment policies held?
- Yes
- No
Do we have the policy documents?
- Yes
- No
List of Life Policies
Insurance Company Policy Number Type of Policy Estimated Value
Stocks and Shares
Are any Stocks and Shares held?
- Yes
- No
Stocks and Shares List
Company Shareholder Number Number of Shares Estimated Value

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Other Assets
Are there any other assets not included elsewhere?
- Yes
- No
List of other assets
Description Joint / Sole Value
Business Assets
Are any business assets held?
- Yes
- No
Business asset list
Company Name Ltd / Partnership / Sole Trader Continuing Y/N Holding % Value
Overseas Assets
Are any Overseas assets held?
- Yes
- No
Overseas Assets List
Description Country Value

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Gifts & Aggregable Property
Have any gifts been made or debts forgiven in last 7 years?
- Yes
- No
Gift and Aggregable Property List
Value of Gift Recipient Relationship to Deceased Date of Gift
Are there any other assets or property passing as a result of the death?
- Yes
- No
List
Description of Asset Value

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Details of Liabilities
Mortgages/Secured Loans should be shown with the asset on which they are secured.
List of Liabilities
Liability Estimated Amount Creditor
Additional details and comments
S27 Trustee Act advertisement required?
- Yes
- No
Reason for answer:

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Income and Income Tax
National Insurance Number:
Pensions:
Provider In Payment Y/N Value Month/Year/Lump Sum
Benefits:
Benefit Type Y/N Value per month

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Further Information and Notes:
Fee Quoted:
Which company is this case for?*
- Will and Probate Services
- Co-Op
Type of Probate*
- Full Administration
- Forms Only

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Informant Confirmation*
The information contained within this Fact Find and any Appendices is confirmed as an accurate record of all the information relevant to the administration of the estate to the best of my/our knowledge, information or
belief.

I/We understand that if any information requested in this Fact Find is known to me/us but is not divulged this may result in financial penalties being payable from the estate which could reduce any benefit due to the residuary beneficiaries.

Whilst I/we have been given an estimate of the likely fee for administering the estate I/we accept that this may be increased if additional assets or problems come to light and may be reduced if the estate is considered
to be particularly simple to administer.
I agree to the informant confirmation information
List of informants
Name Date
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Title	Full Name	Address	Relationship with Deceased	ID Seen?	Type of ID	CEC Membership No. (if applicable)

Name	Address	Contact

Title	Full Name	Address	Telephone	Email	Status

Title	Full Name	Address	Telephone	Email	Profession

New Probate FactFinder

Details of Interviewee

Details of the Deceased

Funeral Details

Details of Testamentary Documents

Executor Details

Existing Professional Contacts

Future Mail Collection

Family Details

Asset Details

Chattels

Investment Assets

Bank and Building Society Accounts (including cash ISAs)

National Savings Products

Life Assurance / Endowment Policies

Stocks and Shares

Other Assets

Business Assets

Overseas Assets

Gifts & Aggregable Property

Details of Liabilities

Income and Income Tax