If probate is required and you are using a professional to take care of the process for you, all the asset and liability holders will automatically be written to informing them of the death, so you do not need to worry about informing them. To find out more about probate and what is involved, click here.
If you or an executor plan to carry out probate personally or if the assets can be released without probate, you should call the asset and liability holders, or produce a standard letter to send out, including the reference or account number. Many organisations will require a certified copy of the death certificate, but they will explain their requirements to you.
If you would like to find out more out probate, or have any questions about what you need to do, please call us.