Document Library

The Prudential probate pack

Eight ordered documents covering every stage of UK estate administration — from the first phone call through to file closure. Every field is a smart placeholder that our AI completes after the initial enquiry.

AI auto-fill from intake notes Download legacy PDF pack

Intake

Initial Contact Form

Captured during the first call with the family. Bare-minimum estate snapshot.

Deceased full name

e.g. Margaret Jean Thompson

Date of death

DD/MM/YYYY

Date of birth

DD/MM/YYYY

Last address

Full address including postcode

Will left

Yes / No / Unknown

Enquirer name

Person making the enquiry

Relationship to deceased

e.g. Daughter, Executor

Phone

07xxx xxx xxx

name@example.com

Estimated estate value

£0

Engagement

Client Care & Terms of Business

Engagement letter setting scope, fees, complaints route and data handling.

Scope of service

Grant only / Full administration / Hybrid

Fee structure

Fixed fee from £499; percentage on full administration

Estimated timescale

Grant 8–16 weeks; full administration 9–12 months

Complaints procedure

Formal complaint to Senior Partner; escalation to Legal Ombudsman within 6 months

Data protection statement

UK GDPR & DPA 2018 compliant; retention 7 years post closure

Instruction

Full Probate Instruction Form

Complete asset, liability and beneficiary schedule used to draft IHT and PA1P.

National Insurance number

AB 12 34 56 C

Executors details

Names, addresses, relationship, capacity (acting / power reserved / renouncing)

Property details

Address, tenure, sole/joint, date-of-death valuation, mortgage outstanding

Bank accounts

Bank, account type, sort code, balance at DoD

Investments

Shares, ISAs, bonds, pensions, life policies — provider and DoD value

Liabilities

Mortgages, credit cards, utilities, funeral, tax owed

Beneficiaries

Name, share, address, DOB, relationship

Compliance

AML & ID Verification Form

MLR 2017 KYC: identity, address, source of funds and PEP screening.

Passport / driving licence number

Document number + expiry

Proof of address

Utility bill / bank statement < 3 months old

Source of funds declaration

Origin of estate funds (sale, savings, inheritance)

PEP declaration

Yes / No — politically exposed person status

Tax

Inheritance Tax Information Form

Feeds IHT400 (or excepted estate route) — values, NRB, RNRB and reliefs.

Total estate value

£0 gross

Nil-rate band

£325,000 (transferable up to £650,000)

Residence nil-rate band

£175,000 (taper above £2m estate)

Reliefs applicable

Spouse / charity / BPR / APR / quick succession

Accounts

Estate Accounts Approval Form

Final reconciliation of assets in, debts and tax out, distributable residue.

Total assets

£0

Total liabilities

£0

Tax paid (IHT, income, CGT)

£0

Distribution amount

£0 net residue

Executor signature

Signed & dated by every acting executor

Distribution

Beneficiary Receipt & Indemnity

Signed acknowledgment of distribution and indemnity to executors.

Beneficiary name

Full legal name

Amount received

£0

Signature

Wet signature or e-signature reference

Date

DD/MM/YYYY

Closure

File Closure & Client Feedback

NPS-style satisfaction capture on closure, with testimonial consent.

Satisfaction rating (1-10)

Would recommend

Yes / No

Testimonial permission

Yes / No — permission to publish anonymised quote

Every AI-drafted field is marked for senior practitioner review before signature, submission to HMRC or filing at the Probate Registry. Data is encrypted at rest, retained for 7 years, and never shared.