Precedents

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Precedents
Appointment of executor(s) limited to business property as definedI appoint [full names of the business property executor(s)] of [full address(es) of...
30th Jul
Precedents
Grant letter to Building Society[name building society][address of building society][enter date]Dear [insert organisation name]The late [name of...
30th Jul
Precedents
Estate administration—Letter to bank notifying death of joint account holder[enter bank name][enter bank address]Dear [insert organisation name]The...
30th Jul
Precedents
Monthly Independent Review FormClient:Fee-earner:Matter:Reviewer:Matter Number:Date:File opening:YesNoN/ACorrection/action pointsIs client clearly...
30th Jul
Precedents
Letter to client advising application papers lodged at HMCTS Probate[name of client][address of client][insert date]Dear [name of client]Estate of...
30th Jul
Precedents
Clauses for normal attestation, by a blind testator or on behalf of a patient of the Court of Protection[AS WITNESS my hand this ............ day of...
30th Jul
Precedents
Receipt paying legatee beneficiary[enter name of firm][enter firm’s address]In the estate of the late [name of deceased]I [name of beneficiary] of...
30th Jul
Precedents
Grant letter to debtor requesting payment[name of debtor][address of debtor][enter date]Dear [insert organisation name]The late [name of...
30th Jul
Precedents
Grant letter to Stockbroker instructing on transfer and or sale of shares[name of stockbroker][address of stockbroker][enter date]Dear [insert...
30th Jul
Precedents
First letter to residuary beneficiary—intestacy[insert name of beneficiary][insert address of beneficiary][insert date]Dear [insert name of...
30th Jul
Precedents
Grant letter to Life Assurance Company[name of company][address of company][enter date]Dear [insert organisation name]The late [name of...
30th Jul
Precedents
Estate administration—Letter chasing company for response[enter name of company][enter address of company][enter date]Dear [insert organisation...
30th Jul
Precedents
Clause dealing with simple accruer of legacyI give [free of tax] to [full name of beneficiary] of [full address of beneficiary] and [full name of...
30th Jul
Precedents
Final receipt paying residuary beneficiary[enter name of firm][enter firm’s address]In the estate of the late [name of deceased]I [name of...
30th Jul
Precedents
Interim distribution letter and/or interim accounts to residuary beneficiary [insert name of beneficiary][insert address of beneficiary][insert...
30th Jul
Precedents
Letter to client enclosing form for signature[name of client][address of client][insert date]Dear [name of client]Re: [name of deceased] deceased[As...
30th Jul
Precedents
Grant letter to Registrar of Company instructing on transfer and or sale of shares[name of registrar][address of registrar][enter date]Dear [insert...
30th Jul
Precedents
Estate administration—Generic letter to debtor or creditor[enter name of debtor or creditor][enter address of debtor or creditor][enter date]Dear...
30th Jul
Precedents
Letter paying electricity supplier[enter company name][enter company address]Dear [insert organisation name]The late [name of deceased]Account[s]...
30th Jul
Precedents
Grant letter to National Savings and Investments NS&ISunderlandSR43 2SB[enter date]Dear [insert organisation name]The late [name of deceased]Premium...
30th Jul

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