It is surprising how much work needs to be done when somebody dies, but the trusts, wills and estates solicitors at Lupton Fawcett can help ensure the necessary steps are taken care of to ease the upset during the grieving period.
For legal support following the death of somebody you care about, get in touch with us by calling 0333 323 5292. Alternatively, fill in the enquiry form on this page and we will get back to you at a time convenient for you.
How We Can Help
From the moment of your first call to us, you will be put through to an experienced, caring and sympathetic adviser who will guide you through the steps that you need to take when someone dies. You will be given a direct line telephone number so that you will always deal with the same person.
We can help by:
- Assisting with applications for Grant of Probate
- Advising on inheritance tax (IHT)
- Communicating with the Department for Work and Pensions and other organisations to deal with various assets and pay the bills on your behalf
- Guiding you through the preparation of estate accounts, tax clearance and distribution of assets
If a partner at Lupton Fawcett is appointed an executor of a will, we are able to register the death and arrange a funeral on your behalf should you so wish.
What You Will Need
To make it easier to complete any appropriate forms following the death of a family member or relative, it can help to have the following information or documents to hand:
- Full name, including any previous names
- Last address
- National Insurance number
- NHS number
- Driving licence
- Birth certificate (if available) or date and place of birth
- Marriage or civil partnership certificate (if available)
- Proof of address (e.g. utility bill)
- Medical certificate
- Child Benefit number
- Tax reference number
- Organ donor card (if registered)
You should also take documents to prove your identity.
Registering a Death
This is usually carried out by a relative by attending the local registry office by appointment, unless the death has been referred to a Coroner.
Informing Those Who Need to Know
In addition to sharing the news with friends and family, there are other people and organisations that will need to be aware of the death. This includes:
- The family doctor, dentist and any other health professionals
- Any employers or schools, colleges or universities
- The local social security or jobs and benefits office regarding any benefits
- The bereavement service regarding any tax credits or other benefits
- The blue badge unit to return a blue badge
- Any insurance companies to check policies still cover anyone who might be affected
- Relevant financial establishments, property or utility companies to cancel or change subscriptions, accounts, agreements, payments and direct debits
Locating a Will
The will or accompanying letter may contain funeral instructions and any related wishes, so it is important to locate one as soon as possible. In most cases, the original will is kept by the family’s solicitor and a copy will be kept in the deceased’s home. If there is not a will, it must be decided who will apply to the Probate Registry for letters of administration.
If the deceased person is mentioned in your will, it is worth speaking to a solicitor about changing your will, but this is not an urgent requirement.
Making Funeral Arrangements
Make an appointment with a funeral director to discuss the deceased’s wishes. Upon receipt of the funeral director’s invoice, the deceased’s bank will issue a cheque if there is enough money in the accounts.
Assets are taken care of by the executors, which will be named in the will. Executors have the authority to handle assets from the date of death if they intend to take up their role; however, a Grant of Probate must be obtained first. There are few exceptions where a Grant is not required, such as in the inclusion of joint assets and bank accounts with a total balance of less than £25,000.
Talk to Us
To speak to a solicitor for help when somebody dies, contact our Leeds, Sheffield or York office today by using the details on the enquiry form.