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  • Home
  • First Steps
    • First Steps
    • Bereavement
    • Registering A Death
    • The Funeral
    • Wills And Intestacy
    • Executors And Administrators
    • Important Considerations
  • Practical Matters
    • Practical Matters
    • Getting Organised
    • Insurances
    • Investments
    • Debts Of The Estate
    • Utilities And Other Notifications
    • Pensions
    • Overseas Assets
    • Internet Accounts
  • Inheritance Tax
  • Probate
    • Probate
    • Valuation Of The Estate
    • Gifts With Reservation
    • Gifts Exempt From IHT
    • Applying For Probate
  • Post Probate
    • Post Probate
    • Variation Of The Will
    • Collecting In The Assets
    • Liabilities Of The Estate
    • Distribution Of The Estate
    • Transferring Assets
    • Review The Position Of The Surviving Partner
    • Avoiding Care Home Fees
    • Investing The Monies
    • Winding Up The Estate
  • Free Templates
  • Definitions
  • Blog

Notifications Checklist

Assets & Liabilities Checklist

Letter To Bank Re Account In Joint Names

Letter To Re Account In Sole Name

Letter Re Jointly Held Investment

Letter To Credit Card Provider

Letter To Liability Holder

Letter To HMRC

Letter To Pensions Service Re State Pension

Letter To Request Release Of Funds After Probate

Letter To Sell Investment After Probate

Letter To Pay Liability Holder After Probate

Letter To Beneficiary

Probate Summary

Notes To Probate Summary

Estate Accounts

  • Home
  • First Steps
    • First Steps
    • Bereavement
    • Registering A Death
    • The Funeral
    • Wills And Intestacy
    • Executors And Administrators
    • Important Considerations
  • Practical Matters
    • Practical Matters
    • Getting Organised
    • Insurances
    • Investments
    • Debts Of The Estate
    • Utilities And Other Notifications
    • Pensions
    • Overseas Assets
    • Internet Accounts
  • Inheritance Tax
  • Probate
    • Probate
    • Valuation Of The Estate
    • Gifts With Reservation
    • Gifts Exempt From IHT
    • Applying For Probate
  • Post Probate
    • Post Probate
    • Variation Of The Will
    • Collecting In The Assets
    • Liabilities Of The Estate
    • Distribution Of The Estate
    • Transferring Assets
    • Review The Position Of The Surviving Partner
    • Avoiding Care Home Fees
    • Investing The Monies
    • Winding Up The Estate
  • Free Templates
  • Definitions
  • Blog

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