Pre-application matters

Pre-application matters guidance:

A person generally dies owning some form of property whether it be land, cash, furniture and so on. A grant may or may not be necessary depending on what those assets...

Practice Note

[insert name and address of beneficiary] [insert date] Dear [insert name of beneficiary] The late [name of deceased] [We OR I] regret to inform you of the death of the...

Precedents

[insert name of beneficiary] [insert address of beneficiary] [insert date] Dear [insert name of beneficiary] The late [name of deceased] also known as [enter other name...

Precedents

[insert name of beneficiary] [insert address of beneficiary] [insert date] Dear [insert name of beneficiary] The late [name of deceased] [also known as [enter other name...

Precedents

Coronavirus (COVID-19): Following the enactment of the Coronavirus Act 2020 on 25 March 2020, special temporary procedures apply to the preparation of medical...

Precedents

ARCHIVED: This Precedent has been archived and is no longer maintained as oaths were replaced by statements of truth from 27 November 2018 under changes introduced by the...

Precedents

Coronavirus (COVID-19): As announced on 17 April 2020, the President of the Family Division, Sir Andrew McFarlane, has authorised District Probate registrars to allow...

Practice Note

Coronavirus (COVID-19): As announced on 17 April 2020, the President of the Family Division, Sir Andrew McFarlane, has authorised District Probate registrars to allow...

Practice Note

[enter name of relevant council] [enter address of relevant council] [enter date] Dear [insert organisation name] The late [name of deceased] Council Tax Reference Number...

Precedents

National Processing Centre Royal Mail Redirections Centre PO Box 944 Stoke on Trent ST1 5DB [enter date] Dear [insert organisation name] The late [name of deceased]...

Precedents

[name of client] [address of client] [insert date] Dear [name of client] Re: [enter name of deceased]—deceased The papers to obtain the grant of [probate OR letters of...

Precedents

Dear [name of client] Estate of [name of deceased] deceased As discussed, the papers to report the inheritance tax due in the estate and to obtain the grant of [probate...

Precedents

[enter name] [enter address] Dear [[insert organisation name] OR [name of accountant]] The late [name of deceased] National insurance Number: [enter national insurance...

Precedents

[enter bank name] [enter bank address] Dear [insert organisation name] The late [name of deceased] Account[s] number[ed]: [enter joint account number(s)]. Address: [enter...

Precedents

[enter bank name] [enter bank address] Dear [insert organisation name] The late [name of deceased] Account(s) number(ed): [enter account number(s)]. I regret to inform...

Precedents

[enter building society name] [enter building society address] Dear [insert organisation name] The late [name of deceased] Account[s] number[ed]: [enter account...

Precedents

[enter name and address of the insurer] [enter date] Dear [insert organisation name] The late [name of deceased] Policy Number [enter policy number] [We are OR I am]...

Precedents

[enter name of chartered surveyor] [enter address of chartered surveyor] Dear [insert organisation name] The late [name of deceased] Property: [enter address of deceased]...

Precedents

[name of client] [address of client] [insert date] Dear [name of client] Re: [name of deceased] deceased [We OR I] have now obtained the Grant of [Probate OR Letters of...

Precedents

STOP PRESS: This Precedent is being reviewed in light of the introduction of application forms for practitioners applying for probate or letters of administration by post...

Precedents

[enter name card company] [enter address of card company] [enter date] Dear [insert organisation name] The late [name of deceased] Ref: [enter account number or details...

Precedents

[enter name of employer] [enter address of employer] [enter date] Dear [insert organisation name] The late [name of deceased] [We are OR I am] instructed by the personal...

Precedents

[enter company name] [enter company address] Dear [insert organisation name] The late [name of deceased] Account[s] number[ed]: [enter account number] Address: [enter...

Precedents

[enter name of estate agent] [enter address of estate agent] Dear [insert organisation name] The late [name of deceased] Property: [enter address of deceased] [We are OR...

Precedents

[enter company name] [enter company address] Dear [insert organisation name] The late [name of deceased] Account[s] number[ed]: [enter account number(s)] Address: [insert...

Precedents

[HM Revenue & Customs Self Assessment PO Box 4000 Cardiff CF14 8HR OR HM Revenue & Customs Pay As You Earn PO Box 1970 Liverpool L75 1WX] [enter date] Dear [insert...

Precedents

HMRC Trusts & Estates Inheritance Tax Ferrers House Castle Meadow Road Nottingham NG2 1BB1 [enter date] Dear [insert organisation name] The late [name of deceased]...

Precedents

[enter name of broker] [address of broker] [enter date] Dear [insert organisation name] The late [name of deceased] Policy Number: [enter policy number] Property: [enter...

Precedents

[enter name of the insurer] [enter address of the insurer] [enter date] Dear [insert organisation name] The late [name of deceased] Policy number [enter policy number]...

Precedents

[enter name of the insurer] [enter address of the insurer] [enter date] Dear [insert organisation name] The late [name of deceased] Policy Number [enter policy number]...

Precedents
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