1. Report the death to a Doctor
The Doctor may report the death to a Coroner. The death may be registered once the Coroner has given permission.

2. Order Death Certificates
When registering the death, order Death Certificates. These may be required for the companies that you will be dealing with.

3. Find their most up to date Will
Make copies of the Will for the co-Executors and Beneficiaries. As with the original, these copies should be kept secure and should not be altered in any way (not even stapled).

4. The Funeral
There are usually wishes regarding Funerals detailed in Wills. Arrange the Funeral based upon this. They may have a Funeral Plan, and if so, contact the provider.

5. Inheritance Tax
This is due if the Estate is over £325,000. Usually it must be paid within six months.

6. Grant of Probate
This is usually required if the deceased has left:
- Over £5000
- Property or land
- Particular Insurance policies
- Stocks or shares

7. Identify debts
Look through paperwork and contact utility companies to identify if any debts need settling.

8. Notice of death
Put a notice of death in the Gazette. This allows two months for creditors to come forward and claim any debts. After two months, the Executor is not liable.

9. Bankruptcy searches
Carry out bankruptcy searches on any Beneficiaries. Those who are bankrupt may not be eligible to inherit. Once everything is clear, distribute the funds.

10. Keep a record of everything in case any queries arise.

To find out how LCS can help you, click here to visit our Probate section.

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