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Probate letters (pack)

When applying for a grant of probate, the executor(s) named in a Will or the administrators must determine the value of the deceased's estate at the time of his/her death and, in this process, you can use these letters to obtain a final statement of account from the respective provider of a service as stated in the letter title provider. Please note that you can only use this documents in England & Wales and that you must also enclose a copy of the death certificate when using these letters.

Compatible region(s): England & Wales Northern Ireland

Probate letters (pack)

When applying for a grant of probate, the executor(s) named in a Will or the administrators must determine the value of the deceased's estate at the time of his/her death and, in this process, you can use these letters to obtain a final statement of account from the respective provider of a service as stated in the letter title provider. Please note that you can only use this documents in England & Wales and that you must also enclose a copy of the death certificate when using these letters.

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Beneficiary receipt (Guidance Notes)
Once probate has been granted, the executors or administrators of the estate can begin the process of distributing assets. This document can be used as part of this process by creating a receipt to be signed by the beneficiary of the gift, thereby providing you with evidence that you have fulfilled your obligations. This document will create up to six receipts - if there are more than six beneficiaries, you will need to use this document again until you have the required number. Please note that you can only use this document in relation to estates in England & Wales or Northern Ireland.
Probate letter to annuity provider (Guidance Notes)
When applying for a grant of probate, the executor(s) named in a Will or the administrators must determine the value of the deceased's estate at the time of his/her death and, in this process, you can use this letter to obtain a final statement of account from an annuity provider. It will also cancel any direct debits and close the account in the case of a credit card. Please note that you can only use this document in England & Wales or Northern Ireland and that you must also enclose a copy of the death certificate with this letter.
Probate letter to bank or building society (Guidance Notes)
When applying for a grant of probate, the executor(s) named in a Will or the administrators must determine the value of the deceased's estate at the time of his/her death and, in this process, you can use this letter to write to a bank or building society to obtain information about the deceased's accounts. It will also cancel any direct debits. Please note that you can only use this document in England & Wales or Northern Ireland and that you must also enclose a copy of the death certificate with this letter.
Probate letter to investment provider (Guidance Notes)
When applying for a grant of probate, the executor(s) named in a Will or the administrators must determine the value of the deceased's estate at the time of his/her death and, in this process, you can use this letter to obtain a final statement of investments. Please note that you can only use this document in England & Wales or Northern Ireland and that you must also enclose a copy of the death certificate with this letter.
Probate letter to life insurance company (Guidance Notes)
When applying for a grant of probate, the executor(s) named in a Will or the administrators must determine the value of the deceased's estate at the time of his/her death and, in this process, you can use this letter to determine the amount of any life insurance policy that the deceased had and also any other assets held within the company. It is appropriate for use for one or more policies held within the same life insurance company. You will need to enclose a copy of the death certificate with this letter. Please note that this document can only be used in England & Wales or Northern Ireland.
Probate letter to loan or credit card company (Guidance Notes)
When applying for a grant of probate, the executor(s) named in a Will or the administrators must determine the value of the deceased's estate at the time of his/her death and, in this process, you can use this letter to obtain a final statement of account from up to six of the deceased's loan or credit card companies. It will also cancel any direct debits and close the account in the case of a credit card. Please note that you can only use this document in England & Wales or Northern Ireland and that you must also enclose a copy of the death certificate with this letter.
Probate letter to mortgage company (Guidance Notes)
When applying for a grant of probate, the executor(s) named in a Will or the administrators must determine the value of the deceased's estate at the time of his/her death and, in this process, you can use this letter to request the information you will need from the deceased's mortgage company. This letter will also instruct the mortgage company to cancel any direct debits. You will need to enclose a copy of the death certificate. Please note that this document can only be used in England & Wales or Northern Ireland. It is only suitable for use if the deceased held the mortgage in his or her sole name.
Probate letter to pension provider (Guidance Notes)
When applying for a grant of probate, the executor(s) named in a Will or administrator(s) must determine the value of the deceased's estate at the time of his/her death and, as part of this process, this letter can be used to obtain details of one or more pensions held within the same pension company. Please note that you can only use this document in England & Wales or Northern Ireland and that you must also enclose a copy of the death certificate with this letter.
Probate letter to share registrar (Guidance Notes)
When applying for a grant of probate, the executor(s) named in a Will or the administrators must determine the value of the deceased's estate at the time of his/her death and, in this process, you can use this letter to obtain a final statement of share holdings. Please note that you can only use this document in England & Wales or Northern Ireland and that you must also enclose a copy of the death certificate with this letter.
Probate letter to utility company (Guidance Notes)
When applying for a grant of probate, the executor(s) named in a Will or the administrators must determine the value of the deceased's estate at the time of his/her death and, in this process, you can use this letter to obtain a final statement of account from the deceased's utility company or companies. It will also cancel any direct debits. Please note that you can only use this document in England & Wales or Northern Ireland and that you must also enclose a copy of the death certificate with this letter.