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Immediate documents Death certificate Several original certified copies from the registrar; institutions often require originals The original will and any codicils Locate the signed original; note where it was held and do not unstaple or mark it Identity documents for the personal representative Photo ID and proof of address for institutional and legal verification Funeral account Invoice and receipt; funeral expenses rank first against the estate
Land, property and the home House or family home Folio number or title deeds, mortgage statement, professional date-of-death valuation Farmland and out-farms Folios and maps, leases or conacre arrangements, professional agricultural valuation Other property, including abroad Title documents, local valuations, tenancy agreements; note the country for any foreign property Jointly held property How title is held, joint tenancy or tenancy in common, decides whether it passes by survivorship or through the estate
Farm and business assets Livestock Herd register details and realistic mart values by class at the date of death Machinery and equipment List with market values; any finance agreements outstanding Scheme entitlements Current entitlement statements; note scheme-year deadlines that will not wait for the grant Co-op shares and milk supply Co-op share statements and supply arrangement details Business or company interests Share certificates, recent accounts, partnership agreements
Financial assets Bank, credit union and post office accounts Institution names and account details; date-of-death balance letters will be requested Shares and investment funds Broker or registrar statements, share certificates Life policies and death benefits Policy schedules; note any nominated beneficiaries paid outside the estate Pension death benefits Scheme or provider details for lump sums payable Digital assets Online accounts, cryptocurrency and platform balances; access information stored securely, never in the will Money owed to the deceased Loans to family or others, with any documentation that exists
Debts and liabilities Mortgages and secured borrowing Current statements for each facility Personal, farm and business borrowing Facility letters and balances Household and medical accounts Utilities, nursing home or care accounts, medical bills outstanding Any liabilities to Revenue Note what is known; the estate's tax position is a matter for specialist tax advice
The people Executors named in the will Full names and addresses; note anyone unwilling or unable to act Beneficiaries Full names, addresses and dates of birth; PPS numbers will be needed for the SA.2 Beneficiaries living abroad Countries of residence; foreign beneficiaries add identification and transfer steps Family tree (essential where there is no will) Spouse, children, and wider next of kin with dates of any deaths in the family Prior family estates never administered Land still registered to a deceased parent or grandparent needs to be flagged at the start This checklist is a preparation aid, not legal advice, and not every category applies to every estate. The categories broadly mirror the information the Statement of Affairs (SA.2) and the probate application will require. Nothing you tick here is saved or transmitted; the page resets when closed.