Executor Probate Questionnaire - Trent Wills & Estates

Probate Quote

The information in this form will be used to provide you an initial quote for grant of probate only services and full estate administration. To enable an accurate quote, please complete the form fully and upload a copy of the deceased’s will (where available).

Please note this is form is intended to be used by those who are named as executors of a will or close relations of the deceased where no valid will has been made.

Your Details

Full Name *

Email Address *

Phone Number *

Postal Address *

Relationship to the Deceased *

If Other, please provide details *

Details of the Deceased

Full Name *

Date of Birth *

Country of Origin *

Date of Death *

Has the death been registered? *

Did the deceased make a will? *

Do you have the original signed will? *

Relationship status *

Did they receive the full estate from their late spouse/civil partner? *

Was a grant of probate / letters of administration obtained? *

Additional information

Estate Details - Assets

For Joint Assets: e.g. bank accounts and properties, please enter a ½ share of the total value.
Please complete all sections of this form. Use 0 if there are no assets in the category listed.

Home Ownership *

Home Value *

Other Property Ownership *

Other Property Value *

Business Assets *

Foreign Assets *

Joint Bank Accounts *

Sole Bank Accounts *

Investments *

Premium Bonds

Life Insurance (payable to Estate) *

Pensions (excluding State) *

Possessions *
(car, household goods, jewellery, etc)

Other assets

Estate Details - Liabilities

Mortgage(s)

Loans

Credit Cards

Other debts

Gifts and Trusts

Did the deceased make gifts of more than £250 to any one person in a single tax year in the 7 years before their death? *

Did the deceased make gifts or transfers into trust exceeding a total of £3000 in any single tax year in the 7 years before their death? *

Did the deceased set up or benefit from any trusts? *

Details

Other Information

Are there likely to be any challenges to the will or claims on the deceased’s estate? *

Where more than one person is appointed executor, do all executors wish to act? *

Please provide any other information the you think will be useful:

File Uploads

If possible, please upload a copy of the will