All of the deceased's assets need to be listed and a valuation placed on them. Once Probate is granted, any money forming part of the Estate can be transferred to the appropriate account under the control of the Executors, or directly to the beneficiary in some circumstances.
We have provided pre-formatted letters that can be amended and sent to the various Banks, Building Societies, Insurance companies, Stockbrokers, Share Registrars etc. These will request access to accounts and the money held within their organisation.

If company shares are involved there is a facility available for share valuation (click here for share valuation service) and a link to various share Registrars to search for other shares held in the name of the deceased (refer to the menu).

There is also a facility to link to other Web-sites for the valuation of personal effects and house clearance where required.

Where land or property is involved any document required to transfer ownership will require the services of a solicitor.

As the Assets are identified, we would recommend that the details are stored in the 'Assets Spreadsheet'.

This will provide a comprehensive record that can be updated with numbers and values etc. as they are identified and can automatically be used for Inheritance Tax purposes.