Preparing for Your Appointment

1. A list of your assets and their approximate value (e.g. property, vehicles, artwork, antiques, jewellery). You will also need to tell us whether these assets are owned solely by you or in joint names.
2.  The full names and addresses of everyone to be named in your Will.
3. A copy of any wills you have made previously.

Please take a look at our help guides on wills to familiarise yourself with the decisions you will need to make.

1. A death certificate for the person who has died. Please send this to us by email before your appointment.
2. The original Will (if it is not already held by Roche Legal). If we do not hold the Will, please send this to us by email before your appointment.
3. National insurance numbers for the person who has died and their executors.
4. A full list of assets of the estate, as at the date of death (if this is not yet available, please provide estimates). This includes:
   – Property.
   – Bank account names and numbers (including the balance at date of death and any interest that has accrued).
   – Shares (we’ll need to know the type of shares, how many there are and a valuation).
   – Details of any pensions, including any lump sum payments.
   – Personal property with a value of over £500.
5. A full list of any liabilities for the estate, as at the date of death. This includes:
   – Funeral costs.
   – Outstanding payments (including mortgages, care home fees, loans, utility bills, etc.,).
6. Details of any trusts the person who has died was a beneficiary of.
7. The full names and addresses of anyone who is named in the Will (or details of family members in cases where there is no Will).
8. Date and place of marriage of the person who has died (if applicable), along with the name of their spouse and whether or not they are still alive.
9. Details of any surviving family members of the person who has died (this should include parents, siblings, spouse, children, grandchildren and great-grandchildren).
10. A copy of any Power of Attorney made by the person who has died that was acted on before their death. Details of any gifts of over £3,000 the person who has died made during their lifetime.
11. Details of any gifts of over £3,000 the person who has died made during their lifetime.

1. A copy of the Trust Document (this may be a Will).
2. The full name(s), address(es), date(s) of birth and NI/UTR number(s) for all trustees and beneficiaries.

1. Full names, addresses and dates of birth for all proposed attorneys.
2. A copy of any existing Powers of Attorney documentation.

Please take a look at our help guides on Powers of Attorney to familiarise yourself with the process of making an LPA.

Personal details of the person that needs you to act on their behalf. This should include:

1. Their full name and address.
2. Their date of birth.
3. Their National Insurance number.
4. Details of their finances (including capital, income and expenditure).
5. Details of their family situation (including details of a deceased spouse, if applicable).
6. The name and address of their GP.

Personal details of the proposed deputies. This should include:

1. Their full names, addresses and dates of birth.
2. Their occupations and length of service.
3. Verbal confirmation that they don’t have any criminal convictions and have not been declared bankrupt.

1. A copy of the Will that is being challenged.
2. As much information as you can provide about the assets and debts of the estate.
3. Details of the family situation and proposed challenge.