Probate Instruction

Title

Full Name

Full Residential Address

Please include your postcode.

Date of Birth

Date of Death

Place of Death

Occupation

National Insurance Number

Tax Office

Tax Reference Number

Domicile

England & WalesOther

Marital Status

Please select the appropriate choice. If widowed, we will require the Will/Death certificate/Grant of Probate/Marriage Certificate for the deceased spouse.

SingleMarriedDivorcedWidowedOther

Date of Marriage

Place of Marriage

Has the Death Certificate been deposited at TFS?

YesNo

Did the Deceased leave a Will?

YesNo

Date of Will

Date of any Codicil(s)

Location of the Will/Codicil(s)

Are the Executors of the Will alive?

YesNoUnknown

Please add details...

Are the Beneficiaries in the Will alive?

YesNoUnknown

Please add details...

If any of the beneficiaries are under 18, please provide parents’ name and addresses

Was any letter left with the Will expressing wishes about gifts to be made? If so please provide detail.

Executor 1 Details

Executor 1 Full Name

Executor 1 Address

Executor 1 Email Address

Executor 1 Date of Birth

Executor 1 Phone Number

Executor 1 Mobile Number

Executor 1 Relationship to the deceased

Executor 1 National Insurance Number

Executor 2 Details

Executor 2 Full Name

Executor 2 Address

Executor 2 Email Address

Executor 2 Date of Birth

Executor 2 Phone Number

Executor 2 Mobile Number

Executor 2 Relationship to the deceased

Executor 2 National Insurance Number

Executor 3 Details

Executor 3 Full Name

Executor 3 Address

Executor 3 Email Address

Executor 3 Date of Birth

Executor 3 Phone Number

Executor 3 Mobile Number

Executor 3 Relationship to the deceased

Executor 3 National Insurance Number

Executor 4 Details

Executor 4 Full Name

Executor 4 Address

Executor 4 Email Address

Executor 4 Date of Birth

Executor 4 Phone Number

Executor 4 Mobile Number

Executor 4 Relationship to the deceased

Executor 4 National Insurance Number

Executor 5 Details

Executor 5 Full Name

Executor 5 Address

Executor 5 Email Address

Executor 5 Date of Birth

Executor 5 Phone Number

Executor 5 Mobile Number

Executor 5 Relationship to the deceased

Executor 5 National Insurance Number

Are the addresses given in the Will correct?

If any of the beneficiaries are under 18, please provide parents' names and addresses.

If the deceased was married at date of death, please provide their, full name, address, contact telephone number and email address:

If the deceased had children, please provide their full names, addresses, contact telephone numbers and email addresses:

If the deceased did not leave a spouse or children, what other relatives did he or she leave? What was their relationship to the deceased?

Probate Instruction Form

Deceased's Personal Details