Inheritance
First documents for an inheritance consultation
Who this helps
For identifying the people involved, available documents and known assets or debts. You do not need every certificate before asking for guidance.
What to prepare
You can attend even if documents are missing. Flag any deadline or urgent notice at the time of booking.
Essential to explain your situation
- The death date and basic details of the family relationship.
- A provisional list of known assets and debts.
- Received notices and dates that may need attention.
Useful if already available
- Death certificate, last-wills certificate and a copy of the will, if already available.
- Deeds, balances, loans and records of known assets.
Only if requested and relevant
- Specific certificates, valuations and tax records identified when the matter is assessed.
Questions to take to the appointment
- Which documents are missing and who can request them?
- Which dates and obligations should be checked first?
- How should debts be assessed before making decisions?
Common preparation mistakes
- Assuming an estate includes assets but no liabilities.
- Assuming the terms of a will from family recollections.
Final checklist
Tick items on this page or print this checklist. Selections are not sent or saved.
This guide helps you prepare an appointment. It does not determine the outcome of a matter or replace individual legal assessment. Do not send sensitive documents through public forms or links.