4 Execution and attestation of Will 5 Revocation of Will 6 Revival of Will I confirm as the certifying lawyer that the applicant is competent in the above technical 7 processes. Please initial in the box PROBATE INSTRUCTIONS DATE FROM: TO: Taking initial instructions from client including investigating all relevant papers relating to 1 the deceased’s assets and liabilities 2 Registering the death 3 Registering death certificate with all companies 4 Obtaining valuation of assets comprised within the estate 5 Preparing IHT form with supplementary schedules Preparing form of oath for executors and for administrators with the Will annexed as 6 appropriate Effecting completion of oath and thereupon making application to the probate registry for 7 appropriate form of Preparing all appropriate forms to effect closure and transfer of assets comprised within the estate including bank accounts, building societies, insurance policies, National 8 Savings investments of various kinds, National Savings Bank etc. Registering grant of probate with all companies and effecting encashment and closure of 9 accounts and assets Writing to pecuniary and specific legatees to confirm their details and thereafter effecting 10 payment of legacies 11 Preparing and submitting section 27 Trustee Act 1925 advertisements 12 Making payment of all outstanding liabilities of the deceased
4 Execution and attestation of Will 5 Revocation of Will 6 Revival of Will 7 I confirm as the certifying lawyer that the applicant is competent in the above technical processes. Please initial in the box PROBATE INSTRUCTIONS DATE FROM: TO: 1 Taking initial instructions from client including investigating all relevant papers relating to the deceased’s assets and liabilities 2 Registering the death 3 Registering death certificate with all companies 4 Obtaining valuation of assets comprised within the estate 5 Preparing IHT form with supplementary schedules 6 Preparing form of oath for executors and for administrators with the Will annexed as appropriate 7 Effecting completion of oath and thereupon making application to the probate registry for appropriate form of Preparing all appropriate forms to effect closure and transfer of assets comprised within the estate including bank accounts, building societies, insurance policies, National Savings investments of various kinds, National Savings Bank etc. 8 9 Registering grant of probate with all companies and effecting encashment and closure of accounts and assets 10 Writing to pecuniary and specific legatees to confirm their details and thereafter effecting payment of legacies 11 Preparing and submitting section 27 Trustee Act 1925 advertisements 12 Making payment of all outstanding liabilities of the deceased
Statement-of-Practical-Experience-(Probate)-May-2017_2.docx