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New Probate application documents available

Monday, December 15th, 2008

Content update: Epoq have today added a series of new Rapidocs templates to the range of Rapidocs templates available to our customers.  The documents are found in our new Probate application pack, and the details are as follows:

When someone dies, it is normally the task of relatives or friends of the deceased to “administer the estate”. This can be a daunting task at a very sensitive time. It involves obtaining information about the deceased’s property and debts, collecting in the deceased’s property, settling any outstanding debts of the deceased, completing tax returns and paying any inheritance or other tax that may be due, and dealing with any remaining property in the way required by any Will left by the deceased or, if there is no Will, in accordance with other rules.

The first step is to find out about the deceased’s property and affairs.  The pack includes a series of letters that can be written to banks/building societies, mortgage companies, loan/credit card companies, etc. for information concerning money owed by the deceased.

Once this information has been obtained and the appropriate Inheritance Tax return submitted (and any tax paid), an application must be submitted to the court for permission to deal with the deceased’s property and affairs.  Until this permission is obtained, the deceased’s estate is frozen.  The permission is called a grant and can either be a grant of probate, if there is a Will, or a grant of letters of administration, if there is no Will.  This pack includes the one application form, Form PA1, which is required in order to obtain a grant and detailed step-by-step guidance as to its completion and the application process.

Documents included

  1. PA 1 – Probate application form
  2. Probate letter to bank and building society
  3. Probate letter to annuity provider
  4. Probate letter to investment provider
  5. Probate letter to life insurance company
  6. Probate letter to credit card or loan company
  7. Probate letter to mortgage company
  8. Probate letter to pension provider
  9. Probate letter to share provider
  10. Probate letter to utility company
  11. Beneficiary receipt

If you are an existing Epoq customer and are interested in supplying this pack through your service, please contact your account or project manager in the first instance.

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