Initial Duties
- Created by: domlpool
- Created on: 23-12-20 19:20
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- Initial Duties
- Obtain deceased will
- Copy not enough - unless permission given by probate registry
- If no will
- Initial inquiries must be made to ensure deceased did actually die intestate
- Did deceased have a will or mention a will to best of relatives knowledge?
- if will did exist
- was it revoked?
- Intestacy rules
- was it lost?
- efforts must be made to reconstruct will
- was it revoked?
- if will did exist
- Did deceased have a will or mention a will to best of relatives knowledge?
- Initial inquiries must be made to ensure deceased did actually die intestate
- Does will contain instruction for funeral?
- Carry out instructions
- Obtain copy of death certificate
- may need to register death
- Secure deceased property
- May need to obtain assets and documents for safe keeping
- Obtain details of deceased assets and liabilities
- In order to obtain grant PR's will need to produce a schedule of assets and liabilities
- Ascertain who beneficiaries are
- Will or Intestacy rules
- Obtain deceased will
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