New Probate Instruction
⚠️ REMEMBER TO COLLECT ID
Photo ID + proof of address. If no photo ID: NI number + 2× proof of address.
Meeting Details
Date of meeting
*
Conducted by
Client (Next of Kin / Instructing Party)
Title
—
Mr
Mrs
Miss
Ms
Dr
Rev
First name(s)
*
Surname
*
Date of birth
Occupation
Relationship to deceased
*
Mobile
Landline
Email
*
Address
*
Preferred contact method
*
Email
Post
💡 Push for email where possible — enables digital signing and faster turnaround.
Deceased
Title
—
Mr
Mrs
Miss
Ms
Dr
Rev
First name(s)
*
Surname
*
Date of birth
Date of death
*
NI number
Marital status
—
Single
Married
Civil Partnership
Divorced
Widowed
If married/divorced — date / decree absolute
Address (last known)
Estate
Approximate estate value
*
Taxable / non-taxable
*
Taxable
Non-taxable
Property in estate?
*
Yes
No
Property address
Will & Executors
Is there a will?
*
Yes
No (intestate)
Unsure
Will status / location
Executors / administrators
*
Power reserved
Funeral
Funeral director
Fees
Fee basis
*
Fixed fee
Hourly rate
Amount (ex VAT)
*
Fee earner
*
— Select —
Tomas Bird
Rhian Rees
Auto-selects from fee basis. Override if needed.
Other
Beneficiary details
Lifetime gifts?
Notes
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✓ Instruction submitted
Case created in Hoowla. Fee earner has been notified on Teams.
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