Grant of Representation: Estate Administration Questionnaire and Checklist for Assets, Liabilities, IHT and Beneficiaries (England and Wales)

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Checklists

Estate of [insert name of deceased]

Clients: [insert names of executors/administrators]

File reference: [insert file ref]

The details requested in this questionnaire are needed for the application for a grant of representation. Please complete what you can, and also gather the death certificate together with any documents and passbooks, as asked for within this questionnaire.

A Personal details of the deceased

Copy death certificate enclosed YES / NO

1 State the courtesy title (Mr, Mrs, etc) and any professional title (eg Dr)
1.1 Provide the deceased’s full name
1.2 Provide any alternative name or names by which they were known
2 Occupation of the deceased
2.1 Was the deceased retired? YES / NO
2.2 National Insurance number
2.3 Unique taxpayer reference; please attach income tax papers
3 A Give the address of the nursing or care home (only if this was the deceased’s last address; otherwise leave blank)
3.1 B Provide the deceased’s usual address
3.2 Is property B above (tick as applicable) Owned outright Owned with mortgage Owned via equity release Owned under a home reversion scheme Owned with a roll‑up loan Part owned Rented Tenancy surrendered Other
3.3 If Other, please supply details, eg living with a relative...

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Web page updated on 27/05/2026

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