Questionnaire for Personal Representative Clients
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Questionnaire for Personal Representative Clients This questionnaire will help you to collect the relevant information to start the administration of an estate. Please fill it in as much as you can and don’t worry if you do not have all of the information. Please continue on the reverse side of the form if necessary. Part 1 – The deceased person’s details 1. Please provide the following information: a. Full name – please include any variations he or she used: …………………………………………………………………………………………………………… …………….............................................................................................................. .......................... b. Address at date of death: ……………………………………………………………………………....... …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… …………………………………………….. c. Alternative or permanent address (e.g. if the person had been resident in a hospital or nursing home): …………………………………………………………………………………. …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… ……………………………………………… d. Date and place of birth: ……………………………………………………………………………………… e. Date and place of death: ……………………………………………………………………………………. PLEASE BRING THE DEATH CERTIFICATE f. Marital status: …………………………………………………………………………………………………. (i) Married – please give name of spouse and date of marriage: ………………………………………………………………………………………………… ……………. (ii) Widowed – please give name of spouse, date of marriage and date of spouse’s death: ………………………………………………………………………………………………… ………………. (iii) Divorced – please give the name of former spouse, date of marriage and the date of decree absolute:…………………………………………………………………. ………………………………………………………………………………………………… ……………… g. Occupation: ………………………………………………………………………………………………………. h. National Insurance number: ………………………………………………………………………………. i. Had they executed a Lasting Power of Attorney? ……………………………………………..… (i) Where is this? ………………………………………………………………………………………….. Note: The Lasting Power of Attorney ceases to be effective on death j. Was anybody supported and maintained at the time of his or her death, e.g. children and/or a former spouse or partner? ………………………………………………………. …………………………………………………………………………………………………………… ……………….. k. If they had an accountant dealing with his or her tax, please give their name, address, email and telephone number: ……………………………………………………………….. ….………………………………………………………………………………………………………… ……………… l. If they had an Independent Financial Advisor, please give the name, address, email address and phone number: …………………………….………………………………………… ……………………………………………………………………………….…………………………… ………………. Part 2 – The Will Please only complete this section if there is a Will 1. Where is the Will? ………………………………………………………………………………………………… ................................................................................................................................... ... 2. Please give the full names, addresses, occupations, email addresses and telephone numbers of all the executors of the Will: ……………………………………………………………….. …………………………………………………………………………………………………………........... ............... …………………………………………………………………………………………………………........... ............... …………………………………………………………………………………………………………........... ............... …………………………………………………………………………………………………………........... ............... ………………………………………………………………………………………………………………… ……………….. ................................................................................................................................... .... 3. Please give the full names, addresses, occupations, email addresses and telephone numbers of any guardians of children under 18 years appointed in the Will: ……………. ................................................................................................................................... ................................................................................................................................... ................................................................................................................................... ................................................................................................................................... ................................................................................................................................... ................................................................................................................................... .................................... 4. Was there a letter left by the deceased with the Will expressing any wishes about gifts to be made or the funeral? If so please can you bring it: ………………………………. 5. Do you know if: (a) All the beneficiaries mentioned in the Will are alive? ………………………………………...... …………………………………………………………………………………………………………........... ............. (b) The addresses given in the Will are correct? (If any of the beneficiaries are under the age of 18 years, please give their parents’ names and addresses): …………………………… …………………………………………………………………………………………………………........... ................ …………………………………………………………………………………………………………........... ................ …………………………………………………………………………………………………………........... ................ (c) Any of the beneficiaries in the Will have been declared bankrupt? ………………………….. …………………………………………………………………………………………………………........... ................ …………………………………………………………………………………………………………........... ................ Part 3 – If there is no Will Please only complete this section if the deceased has NOT left a Will. This information will help establish who will be in charge of his or her property for the time being and who will inherit it eventually. 1. If the deceased was married at death or in a lawful civil partnership, please give spouse’s or civil partner’s address and telephone number: …………………..…………... …………………………………………………………………………………………………………… ……………….. …………………………………………………………………………………………………………..... .................……………………………………………………………………………………………… ………….................... 2. If the deceased had children, please give their names, addresses and telephone numbers. If they are under 18 years old and still living at home, then please just provide their dates of birth: ………………………………………………………………………………… …………………………………………………………………………………………………………..... .................……………………………………………………………………………………………… …………......................……………………………………………………………………………… …………………………......................……………………………………………………………… …………………………………………...................... 3. If the deceased DID NOT leave a spouse, civil partner or children, what other relatives did he or she leave? Do you have their addresses? Please also indicate each person’s relationship to the deceased: …………………………………………………….…. …………………………………………………………………………………………………………..... .................……………………………………………………………………………………………… …………......................……………………………………………………………………………… …………………………......................……………………………………………………………… …………………………………………......................……………………………………………… …………………………………………………………......................……………………………… …………………………………………………………………………...................... Part 4 – Assets 1. Property: (a) Did the deceased own any property in his or her sole name? …………………………… …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… ……………………………………………….. (b) Did the deceased own any property in joint names?................................................ …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… ………………………………………………. (i) Was this as joint tenants?............................................................................. ………………………………………………………………………………………………… ……………… (ii) Was this as tenants in common? ……………………………………………………………… ………………………………………………………………………………………………… …………….... (c) Was it freehold or leasehold?................................................................................... …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… ……………………………….. (d) Where are the title deeds? ……………………………………………………………………………….... …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… ………………………………. (e) What is the value of this property? ………………………………………………………….............. …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… ……………………………………………….. (f) Is there a mortgage Yes No 2. Please estimate the value of the following property left by the deceased. Please indicate if he or she owned anything jointly with another person: (a) Bank accounts – please give address of bank and account numbers: …………………… …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… ……………………………………………………………………………….. (i) In the case of joint accounts do you know which of the joint account holders paid money into the account? ………………………………………………………………………………………………… ………………………………………………………………………………………………… ……………………………… (b) Building society accounts – please give address of building society and account numbers and bring the passbooks: ……………………………………………………………………. …………………………………………………………………………………………………………… ……………… …………………………………………………………………………………………………………… ……………… …………………………………………………………………………………………………………… ……………… …………………………………………………………………………………………………………… ……………… …………………………………………………………………………………………………………… ……………… (c) Premium Bonds – please list bond numbers or give the bond holder number: ….. …………………………………………………………………………………………………………… ……………… …………………………………………………………………………………………………………… ……………… …………………………………………………………………………………………………………… ……………… …………………………………………………………………………………………………………… ……………… …………………………………………………………………………………………………………… ……………… (d) National Savings Certificates – please list certificates or numbers: …………………… …………………………………………………………………………………………………………… ……………… …………………………………………………………………………………………………………… ……………… …………………………………………………………………………………………………………… ……………… …………………………………………………………………………………………………………… ……………… …………………………………………………………………………………………………………… ……………… (e) National Savings bank – please give the book or account number: …………………….. …………………………………………………………………………………………………………… ……………… …………………………………………………………………………………………………………… ……………… …………………………………………………………………………………………………………… ……………… (f) Cash – did the deceased have any cash in his or her wallet or purse? Or in the property? …………………………………………………………………………………………………………….. …………………………………………………………………………………………………………… ……………… (g) Have you found any uncashed cheques (e.g. for share dividends) or any other indications of money owed to the deceased? (e.g. I.O.U’s; store reward cards such as Boots or Nectar): ………………………………………………………………………………….. …………………………………………………………………………………………………………… ……………..… …………………………………………………………………………………………………………… ……………… …………………………………………………………………………………………………………… ……………… (h) Furniture: …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… ……………… …………………………………………………………………………………………………………… ……………… …………………………………………………………………………………………………………… ……………… (i) Clothing: …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… ……………… …………………………………………………………………………………………………………… ……………… (j) Jewellery: …………………………………………………………………………………………………………….. …………………………………………………………………………………………………………… ……………… …………………………………………………………………………………………………………… ……………… (k) Vehicles (cars, motorbikes, boats, caravans etc) – please give make and year if possible: …………………………………………………………………………………………………………… …. …………………………………………………………………………………………………………… ……………… …………………………………………………………………………………………………………… ……………… (l) Other personal possessions (camera, collections, books, records etc): ……………… …………………………………………………………………………………………………………… ……………… …………………………………………………………………………………………………………… ……………… (m) Stocks and shares: ………………………………………………………………………………………………. …………………………………………………………………………………………………………… ……………… (i) Please list the holding and say where the certificates are: ……………………….. ………………………………………………………………………………………………… ………………………………………………………………………………………………… ………………………………………………………………………………………………… ………………………………………………. (ii) Are the shares in the deceased’s name or otherwise? ……………………………. ………………………………………………………………………………………………… ………………………………………………………………………………………………… ……………………………… (iii) Please give the name and address of stockbrokers: …………………………………. ………………………………………………………………………………………………… ………………………………………………………………………………………………… ………………………………………………………………………………………………… ………………………………………………. 3. Is there adequate insurance cover for the deceased’s house and other assets?....................……………………………………………………………………………………… ……………. (i) Have the insurers been notified of the death? …………………………………………. (ii) Please say which valuables, if any, have been removed and where to: ………………………………………………………………………………………………… ………………………………………………………………………………………………… ………………………………………………………………………………………………… ……………………………………………… 4. Did the deceased have any life insurance? If so, please give the policy numbers and say where the policies are: ………………………………………………………………………………………… ………………………………………………………………………………………………………………… ………… ………………………………………………………………………………………………………………… ………… ………………………………………………………………………………………………………………… ………… 5. Did the deceased pay any premium on any assurance policy, apart from any referred to above, within 14 years of death? …………………………………………………………………………… ………………………………………………………………………………………………………………… ………… ………………………………………………………………………………………………………………… ………… 6. Death in Service Benefit (a) Did he or she have a Death in Service benefit? Yes No (b) Did they nominate someone to receive this benefit? Yes No (c) If so, who or what trust did they nominate? ………………………………………………………… …………………………………………………………………………………………………………… ……………….. 7. Pensions: (a) Did the deceased receive a State Retirement Pension: ………………………………………… (b) Did they receive a pension from an employment scheme? (e.g. NHS workers or Teachers) ……………………………………………………………………………………………………………. …………………………………………………………………………………………………………… ………………..…………………………………………………………………………………………… ……………………………….. (c) Did they receive a private pension? ……………………………………………………………………. …………………………………………………………………………………………………………… ……………….. (d) Please give the provider’s address (e.g. AVIVA), the deceased’s reference number and the deceased’s pension number: ……………………………………………………………….. …………………………………………………………………………………………………………… ……………… …………………………………………………………………………………………………………… ……………… …………………………………………………………………………………………………………… ……………… …………………………………………………………………………………………………………… ……………… (e) Did the deceased receive a widow’s/widower’s pension? Please give scheme trustees’ address and deceased’s reference number and the deceased’s pension number: …………………………………………………………………………………………………………… …. …………………………………………………………………………………………………………… ……………… …………………………………………………………………………………………………………… ……………… …………………………………………………………………………………………………………… ……………… (f) Did he or she make any changes to or dispose of their pension in the 2 years before they died?................................................................................................... (g) If applicable, has a widow’s/widower’s pension been applied for? ……………………… …………………………………………………………………………………………………………… ……………….. 8. Please give any details of any salary due to the deceased, not yet paid: ……………………. ………………………………………………………………………………………………………………… ………………… 9. Did the deceased have a business? Was the deceased a Director of a company? ………………………………………………………………………………………………………………… ………………… 10. Did the deceased own a farm and/or agricultural land? ……………………………………………. ………………………………………………………………………………………………………………… ………………… 11. Did the deceased own any property which was rented out? …………………………………….. ………………………………………………………………………………………………………………… ………………… 12. Did the deceased have any property in a safe deposit box at the bank? ……………………. ………………………………………………………………………………………………………………… ………………… 13. Was the deceased, at the time of death, entitled to a life interest, annuity or other interest in possession in settled property or a trust? …………………………………………………. ………………………………………………………………………………………………………………… ………………… 14. Did the deceased own any property or assets abroad? If so please indicate what he or she owned and where it is: ……………………………………………………………………………………. ………………………………………………………………………………………………………………… ………………… 15. Was the deceased in receipt of social security benefits? …………………………………………… ………………………………………………………………………………………………………………… ………………… 16. Was the deceased the joint owner of any other property which is not mentioned above? ………………………………………………………………………………………………………………… ……. ………………………………………………………………………………………………………………… ………………… 17. Did the deceased leave any digital assets? (e.g. personal social media accounts, business social media accounts such as Facebook or Twitter, photographs saved on a computer or online storage cloud, music such as an ITunes account, online books) Yes No (a) Did they leave clear instructions regarding what to do these assets? (e.g. deactivation of accounts, saving or distribution of online pictures): ……………… …………………………………………………………………………………………………………… ……………. 18. Any other assets not included above e.g. refunds or Income Tax repayments or Timeshares: ………………………………………………………………………………………………………………. ………………………………………………………………………………………………………………… ……………….. Part 5 – Debts and Expenses 1. Funeral bill Please note that the funeral bill can usually be paid from a deceased’s bank account without delay, by cheque payable to the Funeral Director. To do this, you should take the original funeral bill into the bank. (i) (i) (ii) Funeral expenses: ……………………………………………..………………………………………… ……………………………………………………………………………………………………… …………….. ……………………………………………………………………………………………………… …………….. Did the deceased have a funeral payment plan? If so please provide details: ……………………………………………………………………………………………………… ……………………………………………………………………………………………………… ……………………………… Please can you bring the funeral bill 2. Please bring to us all bills that appear not to have been paid. For example: (a) Credit cards or store cards: ………………………………………………………………………………….. …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… ……………………………………………… (b) Utilities (electric, gas, water): ……………………………………………………………………………. …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… ………………………………………………. (c) Telephone and television: …………………………………………………………………………………… (d) Overdraft or loan account: ………………………………………………………………………………….. …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… ……………………………… (e) Council tax: …………………………………………………………………………………………………………. (f) Rent or service charge (if they lived in a flat): ………………………………………………….… …………………………………………………………………………………………………………… …………….. (g) Mortgage payments: …………………………………………………………………………………………… (h) Please provide a bank statement of the current account 3. Please provide details of any mortgage or share of mortgage on a property or land: ………………………………………………………………………………………………………………… ………………………………………………………………………………………………………………… ………………………………………………………………………………………………………………… ……………………………………………………… 4. If the deceased had a business, do you know of any outstanding debts? ………………….. ………………………………………………………………………………………………………………… ………………… ………………………………………………………………………………………………………………… ………………… 5. Do you know if the deceased guaranteed any loans? ………………………………………………… ………………………………………………………………………………………………………………… ………………… 6. Do you know of any other UK debts owed by the deceased? ……………………………………. ………………………………………………………………………………………………………………… ………………… Part 6 – Additional information Please provide details of any other information that you think may be relevant: …………………………………………………………………………………………………………………………… …………………………………………………………………………………………………………………………… …………………………………………………………………………………………………………………………… …………………………………………………………………………………………………………………………… …………………………………………………………………………………………………………………………… …………………………………………………………………………………………………………………………… …………………………………………………………………………………………………………………………… …………………………………………………………………………………………………………………………… …………………………………………………………………………………………………………………………… …………………………………………………………………………………………………………………………… …………………………………………………………………………………………………………………………… …………………………………………………………………………………………………………………………… …………………………………………………………………………………………………………………………… …………………………………………………………………………………………………………………………… …………………………………………………………………………………………………………………………… …………………………………………………………………………………………………………………………… …………………………………………………………………………………………………………………………… …………………………………………………………………………………………………………………………… …………………………………………………………………………………………………………………………… ……………………………………………………………….. Naomi Pinder Solicitor - Head of Department npinder@jacksoncanter.co.uk John Bradfield-Kay Solicitor jbradfield-kay@jacksoncanter.co.uk Bianca Moran Personal Assistant to Naomi Pinder bmoran@jacksoncanter.co.uk Emma Henigan Probate Paralegal ehenigan@jacksoncanter.co.uk
