Executor Check list

We hope the list below will be of benefit to you in preparation of your paperwork.

Executor Check List

The basic information and documents required by us as Solicitors for the Estate:

A copy of the death certificate of the deceased.
A copy of the funeral bills.
The original Will and any amendments or attachments if any OR
Where there is no Will, a list of all next of kin of the Deceased:- To include: spouse/ civil partner/cohabitee children, parents, brothers/sisters, nieces/nephews. Relatives who pre-deceased the deceased must also be disclosed.
The addresses of all beneficiaries/next of kin.
The occupations and PPS numbers (Irish social security number) of all beneficiaries/next of kin.
A list of assets of the deceased including property, bank accounts, Credit Union accounts, Post Office accounts, shares held, bonds, cars etc.
Details of debts of the deceased to include funeral expenses, outstanding loans, credit card bills etc.
Details of the deceased’s PPS number
Details of the deceased to include: His/Her address and former addresses, occupation, date of birth, marital status. If Separated/Divorced/Dissolved Civil Partnership, contact details of a former spouse or civil partner. Whether they lived in Ireland or abroad. Number of children, etc.
Details of previous bequests/inheritances to the beneficiaries.
Evidence of property ownership e.g. title deeds to house, mortgage, bank books/lodgment slips etc. or confirmation of the whereabouts of these documents.

Our Services

As Specialist Solicitors in Probate, we are happy to assist or advise you on any aspect of your probate application. If you need more information, you can contact us.

You can start by telling us your query or call us on +353 (0)1 234 3732, Email us at info@jrplunkett.ie or we can call you back. After discussing your situation with you, we can advise you how to proceed. We look forward to hearing from you.

Plain English – no legal jargon