documents checklist

A handy checklist of the documents you will need before you start to apply for probate using Prob8's Fixed Fee Service.

Land & property

  • Title deeds to main residence
  • Title deeds to any other properties
  • Last mortgage statements
  • Tenancy agreements
  • Buildings/contents insurance policies

Pensions

  • DSS pension book/details
  • DSS Death Notification Form
  • Company pension documents
  • Personal pension policies

Life insurance

  • Life policy documents

Bank & building society account

  • Last statement for all accounts
  • Passbooks
  • Statements for postal accounts
  • Details of e-savings accounts

National Savings

  • Premium Bonds and numbers
  • National Savings certificates
  • National Savings account passbooks
  • National Savings Bonds

Stocks & shares

  • Share certificates
  • Latest share portfolio valuation
  • Broker's details

ISAs & PEPs

  • Last statement for each account

Personal possessions of value

  • List of antiques
  • Make, model, registration no. & year of registration for all motor vehicles
  • Details of other personal items

Business assets

  • Name & address of business
  • Last trading accounts

Household bills

  • Last council tax statement
  • Last electricity bill
  • Last gas bill
  • Last telephone bills (land & mobile)
  • Last water bill
  • Last sewerage bill

Tax affairs

  • National Insurance number
  • Tax reference and tax district
  • Last tax assessment
  • Copy of last tax return / P60 / P45
  • Accountant's details
  • Funeral costs
  • Funeral account
  • Funeral catering costs
  • Personal debts
  • Last credit card statements & cards
  • Last debit card statements & cards
  • Last store card statements & cards
  • Personal loan agreements