CG Solicitors | Legal Services Dublin | Probate Wills Estate Planning

Probate – Executor Check List

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This is a Checklist for Executors/ Administrators of an Estate setting out the basic information and documents required by us as Solicitors acting in the Probate / Administration of an Estate :

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Death certificate of the deceased.

The original Will and any codicils (amendments or attachments if any) OR where there is no Will, a list of all next of kin of the Deceased.

A list of all of the assets of the deceased i.e. property, bank accounts, Life Policies, Business, Credit Union accounts, Post Office accounts, shares , bonds, car etc. Copy Statements to be provided where possible and location of title deeds.

A list of all of the debts of the deceased i.e. funeral expenses, credit cards, mortgages, utility bills, phone bills, outstanding loans, debtors etc. Copy Statements to be provided.

The PPS Number of the Deceased

Full details of the Deceased including addresses and former addresses, occupation, date of birth, marital status, children etc.

The addresses of all beneficiaries/next of kin.

The occupations and PPS tax numbers of all beneficiaries/next of kin.

Details of previous gifts/inheritances to any of the beneficiaries.

For further information please contact Cosgrove Gaynard Solicitors for further information at 01 234 0044, info@cgsolicitors.ie, web: www.cgsolicitors.ie

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