Probate and Estate Administration Checklist.

Please bring or send the items below when instructing us on the estate. We will take certified copies of any originals and return them to you the same day.

Certified Death CertificateCompulsory
Issued by the Registrar General’s Department. We can obtain one on your behalf for a separate fee.
Original Will and Any CodicilsCompulsory
The original document, not a photocopy. If the original cannot be found, tell us, we advise on the next step.
Executor's Identification and TRNCompulsory
Passport, driver's licence or voter's ID, plus TRN, for each executor named in the Will.
Deceased's TRNRequired
The Taxpayer Registration Number of the deceased.
Names and Addresses of All BeneficiariesRequired
Full names and current addresses of every person named in the Will or entitled on intestacy.
Funeral Expense ReceiptsRequired
Receipts for funeral and related expenses paid from or claimed against the estate.
Legal Fees
Your professional fee is confirmed in writing before any work begins.

For Each Estate Asset

If Applicable

For every asset the deceased owned, please bring the matching document:

Duplicate Certificate of Title
For each parcel of real estate registered in the deceased’s name.
Bank Statements or Passbooks
For each account, showing the bank, branch and account number.
Motor Vehicle Title and Registration
For each vehicle owned by the deceased.
Share Certificates or Investment Statements
For shares, unit trusts, bonds or other investments.
Life Insurance Policies
Any policy on the life of the deceased, with the insurer’s details.
List of Known Debts
Outstanding loans, mortgages, bills or other liabilities of the deceased.

If There Is No Will

If Applicable

For Letters of Administration, please also bring:

Proposed Administrator's Identification and TRN
For the person applying to administer the estate.
Marriage Certificate
If the applicant is the surviving spouse of the deceased.
Birth Certificates
Establishing the relationship of the applicant and beneficiaries to the deceased.

For general guidance only and does not constitute legal advice. Possession of this document does not create an attorney-client relationship.

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