Estate Planning

0800 634 9494

Mon to Fri, 9am - 5pm

0800 634 9494

Mon to Fri, 9am - 5pm

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Step by Step Checklist

This is a simple checklist which you may find useful as a reminder of what needs to be done after someone has died. Some of these steps can be taken by the executor or administrator of the estate and others can be done by family or friends.

Please remember that this information is just a guide, and not all of it will apply in every case. Please call us with any questions you might have, and we'd be happy to discuss your individual circumstances with you and point you in the right direction.

To help you when filling out forms and writing letters, it may be useful to make a list of some of important reference numbers and information, such as the deceased's date and place of birth and marriage, National Insurance number and tax reference numbers.

Click the links below for information on registering the death, arranging the funeral and who you need to inform when dealing with the estate.

You can also download a copy of the checklist here to help you keep track of your progress.

⇦ What to do when someone dies overseas Letting people know ⇨

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0800 634 9494

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