Documents and Information Needed by Executors

A checklist of what's required

Below is a checklist of things needed by an executor during probate. N.B. these documents and information are only needed if they exist. 

Main documents

  • Sealed copies of the Grant of Representation (probate or letter of administration)
  • The Will (if there is one)
  • Death Certificate

Banking and investments

  • Bank and building society account statements
  • Investment statements/share certificates
  • Personal or company pension account statements

Insurance and employment

  • Life insurance documents
  • Mortgage cover statements
  • General insurance policies
  • Statements from Job Centre Plus (if the deceased was in receipt of benefits)

Finance and transactions

  • Credit card statements
  • Mortgage statements
  • Educational loan statements
  • Rental agreements and statements
  • Utility bills and statements
  • Council tax bills and statements
  • Outstanding invoices (usually if the deceased ran a business)
  • Written or verbal evidence of any other money owed to the deceased

Property

  • Property deeds or leases
  • Property keys
  • Safety box deposit information
  • Existing valuations of property

Tax

  • Recent tax returns and tax calculation statements
  • PAYE form P60 and latest pay slips if the deceased was employed
  • Company registration documents, accounts, tax and VAT returns if they had a business

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